The 7 Deadly Sins of Sales & Marketing Spreadsheets

Digital rendering of a spreadsheet on fire.
Credit: DALL-E 2

In the frenetic, results-oriented world of sales and marketing, it's only natural to seek the quickest, most efficient tool for the job. And in the realm of data processing and manipulation, spreadsheets are often heralded as the state-of-the-art solution. The likes of Google Sheets and Microsoft Excel have proven to be indispensable companions for professionals across all industries. With their near-infinite flexibility, advanced computational capabilities, and straightforward design, these tools allow us to capture, analyze, and present data like never before.

But while spreadsheets are undeniably powerful, their frequent use in sales and marketing can sometimes lead to inadvertent pitfalls. Herein lies the paradox: in our rush to embrace the apparent efficiency of spreadsheets, we sometimes overlook the challenges that come with them - challenges that, ironically, can slow us down, confuse our prospects, and even cost us business.

Enter Summit, an innovative platform designed for sales and marketing professionals to create apps that help them engage their audience, capture and qualify leads, while avoiding the pitfalls of traditional spreadsheet use.

Let's delve into the "7 Deadly Sins" of sales and marketing spreadsheets that Summit helps address:

1. The Copy Chaos: With a spreadsheet, you often find yourself creating copy after copy for each new customer or project, leading to a labyrinth of files that's disorganized and unwieldy. Summit, on the other hand, centralizes your data, keeping your workspace clutter-free and organized.

2. The Typo Trap: In spreadsheets, a single typo can break a formula, throwing off your entire calculation or analysis. Worse yet, if a prospect is involved, the credibility of your data might be compromised. With Summit, such errors are eliminated by design.

3. The User Experience Hurdle: Spreadsheets, despite their utility, can be hard to follow and intimidating for buyers. Summit provides a better user experience, offering a simple set of inputs that are easy to engage with, making prospects more likely to explore and understand the numbers.

4. The Engagement Enigma: It's hard to know if a buyer is engaging with your data when it's shared via a spreadsheet. Summit tracks user activity, giving salespeople valuable insights into buyer engagement.

5. The CRM Chasm: When using spreadsheets, crucial buyer inputs often remain isolated from your CRM. Summit logs these inputs directly into your CRM, enriching your contact information and enabling superior account-based marketing.

6. The Data Desert: Collecting customer data is often a manual and error-prone process when using spreadsheets. Summit automates this process, collecting crucial customer data that can provide you with invaluable insights.

And here's the kicker:

7.  The Accidental Share: Spreadsheets, as powerful as they are, bear a high risk of human error, especially when it comes to sharing data. If you've ever accidentally shared a customer name or numbers because you shared the wrong spreadsheet copy, or forgot to update some text, you're familiar with the immediate pain and panic that ensues.

Summit bypasses these problems, providing a platform that enhances efficiency, reduces human error, and fundamentally transforms the way sales and marketing professionals interact with data.

So while spreadsheets might be quick and familiar, it's worth considering whether the convenience they offer is truly worth the risks they bring. After all, in the world of sales and marketing, precision, clarity, and reliability are paramount. And that's exactly what Summit delivers.