One of the most important aspects of any CRM software is the ability to import and export data.
The former allows you to input data en masse using data sources, such as Comma Separated Values (CSV) files or other file formats. Through this functionality, the process of migrating data from other systems, such as an accounting solution, is simplified. It is also helpful for importing lead lists that you may obtain at a trade show, networking event, and so on.
Exporting capabilities are equally important. The export functionality allows you to easily extract valuable data from your CRM system, permitting you to process it in other systems, such as a data scrubbing service.
The ability to insert and extract data from ...