Data Capture

[anonymous-user]

We use Office 365 and currently use spreadsheets to calculate quotes and store client information prior to converting to sale.

The sales team also separately enter details into a sales lead spreadsheet.

Is there any tool that we can use that will assist with the input of this basic data?
My googling keeps bringing up Microsoft forms and that doesn't appear to be what we are looking for.

Thanks in advance.

[Ridealong]

MS Access which should be included in your Office365 package.

What is Microsoft Access Used For?

[Australiam]

We don't auto populate (that may come in the future if we feel the need to adopt a single CRM for all areas), but are pretty efficient at minimising duplication. We use Hubspot on the CRM side (in my view this is way better than trying to achieve the same thing with spreadsheets), but do use a spreadsheet template for quotes. We populate the quote template once for each new customer, then duplicate that each time we need to create a quote for them, changing only the dynamic info (date, quote number and deal information).

I know there are further ways to gain efficiency, but when balancing time/cost, I feel that what we do today is very good in the context of the size of our business ad the volume of quotes we produce.

If interested, PM me, and I will happily share more info about how we do it.

[anonymous-user]

Thanks
I have looked at HubSpot - will take up the offer of a PM of we move forward with it

It looks like SharePoint lists may work - will test over the next few days. The workflow integration looks great.