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Using Excel to run your business

 
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Rambo4

posts: 24

May 08, 2008 12:38 AM ET    Quote  Report Abuse
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Thanks for the help everyone, it sounds like I have a lot of options to take a look at.
CraigL

posts: 9051

May 10, 2008 4:55 AM ET    Quote  Report Abuse
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Excel is fine for lists. If you can put it into a list, then you can put it into Excel. But that`s about it. Well....of course it handles numbers and computations very well. :-) For other stuff, you should use an application that specifically is designed to handle those needs, like databases, client management systems, calendars, address books, and so forth.

But you can definitely use Excel in some pretty creative ways, if you know how to work with the application.
Rebecka

posts: 24

May 21, 2008 9:36 AM ET    Quote  Report Abuse
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I recommend QuickBooks.



-------------------------

Rebecka Melson | Virtual Business Services | www.vbsofok.com
inFlow

posts: 1

Aug 05, 2008 1:36 PM ET    Quote  Report Abuse
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I`m helping small wholesalers and retailers to manage their inventory and sales orders using inFlow (www.inflowinventory.com), which you might want to take a look. It`s an inventory software designed for companies of size 1-10 people, so it`s very easy to use. It also allows you to keep track of a simple customer list and print/email invoices in pdf format.

The best thing is that it has a free edition that won`t expire, unless you exceed 100 products or 100 customers in the database, which many of my small biz clients like. Many of them upgrade later using $299 if they like it and if they have a lot of data.

Hope this helps :)
inFlow8/7/2008 3:47 PM
janebush08

posts: 7

Aug 19, 2008 1:16 AM ET    Quote  Report Abuse
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For better solution provider I prefer http://www.e-zest.net/

microsoft crm 4.0 customization

richzhou

posts: 1

Sep 10, 2008 2:09 AM ET    Quote  Report Abuse
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Using Excel for invoicing will certainly work if the number of invoices is low. I have used Word for invoicing before. I have known people who have happily used Excel for years.
As for using Excel for CRM and Inventory, it will be a bit harder but with the right template and some creativities, anything is possible!
 
shane68114

posts: 10

Sep 12, 2008 10:59 AM ET    Quote  Report Abuse
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You can use Excel to do all those things, but Excel is not designed to do all those things.  Excel is great for data analysis, but it is cumbersome to try to use it in place of accounting and business management software.  Using the right tools, accounting software, dedicated CRM software, etc, will save you time and hassle in the long run so that you can run your business instead of trying to figure out how to get Excel to do things it is not good at doing or even designed to do.
 
Try a web based CRM or Accounting solution as I think they are the most progressive, secure, and scalable (Nolapro, NetSuite, etc.).


-------------------------

Shane Eloe, CPA
http://numberinsights.com
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