While dedicated CRM software provides advanced features and automation, it may be overkill for most small business owners. Besides, Excel isnt a slouch, either.

Start up or log in to your CRM program. From the "File" or "Accounts" menu, select "Import." Use the dialog box to navigate to where you saved the Excel CSV file. Select the Excel file and click "OK." ...

Without a CRM system, most businesses handle customer connections and information using the old-fashioned staples: Excel spreadsheets, Google documents, email or even note cards and Rolodex.

Rocket CRM, a U.S.-based provider of customer relationship management software, has officially launched its enhanced CRM automation system, aimed at helping businesses improve how they track leads ...