Seamlessly integrate CRM software with Excel for enhanced capabilities
Customer Relationship Management (CRM) software allows you to streamline communication between your business and your clients by integrating revenue tracking, sales, and contact information within one system.
✔ Automate data transfer
Manually copying and pasting information such as names, email addresses and any other type of data can be inefficient. EASA’s automation capability enables you to automate data transfer, either from the spreadsheet to the CRM, from the CRM to the spreadsheet, or both. An automated system can save time, reduce errors and eliminates the need for familiarity with the CRM tool.
✔ Generate custom CPQ (Configure, Price Quote)
CRM systems are often equipped with dedicated CPQ capabilities, however, standardized pricing and quoting systems may not be adequate for complex or custom pricing calculations. In addition, many companies use Excel spreadsheets to build their specialized pricing logic. Relying on multiple and unintegrated tools rather than a single unified environment is inefficient.
EASA allows you to keep your custom business logic in Excel while seamlessly integrating it with most CRM software, able to be launched directly from within your CRM system with its user interface environment. None of the Excel functionality is lost – formulas, macros, and VBA in your existing pricing tools will be preserved.
As your custom spreadsheets are no longer directly shared by users, EASA also eliminates typical problems and limitations, such as lack of version control, lack of security of your intellectual property, and exposing your business logic to undesirable alterations.
EASA works with virtually all CRM systems including Salesforce, Microsoft Dynamics and Insightly.
✔ Access your integrated solution with only a web browser
EASA operates in such a manner that while Excel may be integrated with CRM, there is no requirement to have Excel (or your CRM software) locally installed. This provides convenient access even if users are using non Excel equipped mobile devices such as smart phones or notepads.