convert old school business to an CRM
I have a task of finding a way to transfer (manually) a paper run business to a digital user-friendly system.
Currently, everything in this office is on paper. Customers, quotes, PO’s, invoices, payables, and receivables. Yes, you heard me correctly. Only other place anything is at is email in which Outlook is our application, however, Gmail is also used.
Unfortunately there’s no easy way to do this that I’m aware of. All the top CRMs allow you to import data from spreadsheets (CSV or Excel). But of course, you have to get your paper files into spreadsheets first… which can be just as time consuming as getting them into the CRM manually.
One solution would be to use a data capture service like Iris. Specify what types of records you want to extract from each document (e.g. purchase order #, amount, customer name, etc.) then scan and upload your documents. Ideally, you should be able to save all this data in a spreadsheet that is readable by a CRM, but you’ll need to double check with the data capture service.