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Customer management software with VBA in Excel

What is Customer management software with VBA in Excel? How to use VBA in Excel? Is it necessary for employees to know how to use VBA? As below, Viindoo management software will provide more detailed information about VBA customer management software in excel.

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What is VBA in Excel?

VBA is a programming code created by Microsoft and stands for "Visual Basic for Applications". This application is very popular when used in most of Microsoft Office software such as Word, Excel, PowerPoint, etc. VBA is used to automate all operations in Excel, making it easy for users to read and edit data even with little programming knowledge or experience.

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VBA is a programming code created by Microsoft and abbreviated from the phrase "Visual Basic for Applications".

When it comes to programming, many people will be confused because this is a very difficult profession. However, VBA is an application that anyone can learn and use. VBA possesses special features that help users to write their own functions or commands in Excel.

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Features of customer management software using VBA in Excel

Customer management software using VBA in Excel allows businesses to manage customer data. Besides, VBA also makes it easier for businesses to take care of their customers for free. Some of the outstanding features of this software include:

  • Create new customer profile slips quickly.
  • Automatically store order information into the consumer's shopping history.
  • Offer relatively simple and easy-to-use interface.
  • View and print the necessary data exported from the consolidated Excel file.
  • Offer simple and fast data entry and automatic calculation with high accuracy.
  • Check data, update information accurately and quickly and calculate relevant figures.
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VBA in Excel allows businesses to manage customer data

>>>> Read More: 6+ Simple and effective Excel customer management file template


Advantages and disadvantages of using VBA in Excel to manage customers

As above, you have learned about the concept and features of VBA in Excel. So what are the advantages and disadvantages of using VBA?

Advantages

When using VBA customer management software in Excel, simple operations such as copying and pasting data between worksheets, attaching links to data files, etc. will all be automated with just a few clicks. After that, VBA will provide more useful features to meet complex user needs.

The advantages of VBA in Excel include:

  • Users can combine many features to manage operations faster and obtain the desired consistency.
  • The application provides a variety of calculation specifically for different tasks. In addition, users can create new formulas for easier work.
  • Users can create a smart program that automatically repeats default jobs.
  • VBA allows users to build an intuitive interface that is suitable for the business needs.
  • VBA software in Excel allows businesses to make the most of the vast resources from the Internet. In addition, this software has close linkage with other Microsoft Office applications such as Word, Powerpoint and Excel, etc.
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VBA in Excel allows businesses to make the most of the vast resources from the Internet.

Disadvantages

Besides the advantages, VBA also has the disadvantages that users should be well aware of. These disadvantages have made it difficult for businesses to use this software.

VBA only really works for small businesses

When operating in the market, all businesses have the desire to expand the their market scale. However, this also makes businesses have to manage a large amount of data on customer information. Therefore, employees working in customer care must monitor and manage information more clearly and accurately to avoid unnecessary errors.

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The disadvantages of VBA that make businesses encounter many difficulties.

Information security is not high

When using VBA customer management software in Excel, it is very difficult for executives to monitor employee data usage. This is considered the main cause of customer information being lost or leaked. Therefore, administrators or managers should pay close attention to the management and confidentiality of customer information.

Businesses are unable to sync data if there is a problem

Since Excel is offline software, all data will be stored on the computer. Therefore, when the computer has a power problem, or is damaged or infected with a virus, it will interrupt the work of data management. This will lead to loss or missing important data. In addition, the worst-case scenario can lead to the loss of all data.

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When businesses want to increase their business size, or have higher customer management needs, VBA in Excel is no longer the best choice. As a result, the customer management software will be the perfect choice. One of the choices you can refer to is the comprehensive Customer Relationship management software Viindoo CRM.

Overview of comprehensive Customer Relationship Management software Viindoo CRM

Viindoo CRM is the software that helps businesses break through revenue. At the same time, Viindoo CRM helps to enhance the customer experience. This software will automatically analyze and record potential customers, thereby interacting and storing the entire consumer history.

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Viindoo CRM helps businesses break through revenue and improve Customer experience.

The software also makes it easy for salespeople to prioritize customers. From there, staff can schedule customer care automatically to save time. In particular, the comprehensive Customer Relationship Management software Viindoo supports managing multiple sales teams simultaneously, closely following the schedule and progress of completing the set goals.

Outstanding features

CRM software from Viindoo will accompany enterprises to help breakthrough revenue and enhance customer experience. This is a comprehensive CRM system that supports optimal and effective customer relationship management. The outstanding features of CRM include:

  • Comprehensive management of the sales cycle from the approach, appraisal, quotation and closing stages.
  • Customer data management.
  • Effective and optimal customer care.
  • Support for the management of sales teams.
  • Real-time multi-dimensional analysis and reporting system.
  • Fully integration with other Viindoo software such as website, sales, email marketing, invoice, etc.
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This is a complete CRM system that supports optimal and effective customer relationship management.

Advantages

When using the comprehensive customer management software Viindoo, all related processes will be automated based on your actions. Besides, Viindoo CRM also has outstanding advantages such as:

  • Efficient and intelligent customer care.
  • Integration of multi-channel interaction with customers via email marketing, website, etc.
  • Automation in recognizing leads through a variety of outreach sources.
  • Automation in trend analyzing in consumer buying habits to create appropriate customer segments.
  • Analysis of business opportunities, customer sources, effectiveness of marketing campaigns, etc.
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CRM helps to analyze business opportunities, customer sources, effectiveness of marketing campaigns, etc.

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Through this article, hopefully Viindoo has brought useful information about customer management software using VBA in Excel. Wish you will find a professional customer management software for your business.

Customer management software with VBA in Excel
Viindoo Technology Joint Stock Company, Trần Thị Lâm Anh December 3, 2022

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