The step-by-step guide to say goodbye to spreadsheets

Managing the ins and outs of complex stakeholder engagements and important relationships by way of a spreadsheet is fast becoming an outmoded way of doing business. 

Organizations worldwide continue to rapidly adopt software for all sorts of day-to-day business functions because it helps to streamline business operations.

You may be familiar with Customer Relationship Management (CRM) software, but that’s built for businesses that manage relationships with customers—not organizations that manage relationships with stakeholders. And anyone who works in stakeholder engagement knows that customers and stakeholders are not the same. 

Stakeholder engagement professionals are engagement specialists, not data specialists. 

But too often, team members are dealing with the administrative burden of data and tracking information in spreadsheets, which weren’t designed for the complexities of stakeholder engagement.

Data management shouldn’t take a ton of your time or be a barrier to doing your job well. 

But this happens all the time, according to Ward Ferguson, Director of Product Strategy at Jambo. And it has a ripple effect.

“When you look at the complexity of stakeholder engagement, spreadsheets just don't scale. There are typically multiple spreadsheets that aren’t interconnected—one for contacts, another for communications, and another for issues. It makes the process overly complex, and your success rate of being able to keep them all up-to-date with the accurate and complete information you need to manage engagements successfully reduces over time. This introduces more risk to your project and organization, compounding over time.”

Organizations are increasingly realizing not only the power of SRM software but also the practicality of it and the opportunity cost of not implementing it sooner. 

• Why put an engagement project at risk unnecessarily?
• Why create avoidable confusion with incomplete or incorrect data?
• Why create double work because of inefficient team collaboration?
• Why put your relationships and reputation at risk because of outdated business tools? 

Forward-thinking organizations know that spreadsheets are unsustainable, so they’ve switched to SRM software and discovered how to transform their business processes so they can manage stakeholder engagement sustainably. 

Wondering how to choose the right SRM? Download this checklist to discover what to consider.

Transforming how you manage day-to-day stakeholder engagement activities may seem daunting, but it doesn’t have to be. Switching from spreadsheets to SRM software, like Jambo, can be simpler than you think. 

1. Select your SRM software partner

Select a platform that’s fast to learn and easy to use. If it’s not, people won’t use it, and you’ll waste money.

Beware of bells and whistles, though. They can be overwhelming, unnecessary, and unused. The most robust software doesn’t always best meet your needs. 

And beware of industry-low prices. Manage your budget, but select a platform that will grow with you as your usage increases. Then, you won’t have to switch systems unnecessarily. 

2. Find your executive champion

Executive champions can help you communicate the problems you’re trying to solve and explain the rationale for change. They can also share how the change will impact your organization, stakeholders, and team members.

Securing leadership-level support and educating people early will help you allay confusion and concerns, and engage team members before training starts. 

3. Prepare your team

Change can be scary. Overcommunicate and answer your team’s questions frequently. 

• Discuss the timelines involved. Explain when the changeover from spreadsheets will happen and when the new software will be available. 
• Introduce your SRM and build excitement. Share why you chose your SRM, how easy the software will be to learn and use, and the support they’ll receive.
• Explain the implementation and training process. Share how it will work, how much time it will take, and how they’ll handle it alongside their regular responsibilities.

These steps can help you create peer-to-peer champions who will reiterate and reinforce your message to fellow team members. 

4. Evaluate your workflows

Consider your engagements. Where do you struggle? What workflows are inefficient? What would be a win if you could improve it?

Then, examine how they’re structured.

• What would you like to do differently?
• What do you want to track but don't currently?
• What reports do you need to run?

Your SRM partner should guide you through all of this while optimally setting up your platform for your organization’s needs.

5. Prioritize your projects

Consider which engagement project you’d like to use as a starting point with your SRM software. Your SRM partner should guide you on how to best start using the software with these real use cases in mind.   

6. Collect your contact data

With multiple spreadsheets, information lives in disparate places, and the source of truth is blurry.

Before implementation, gather the data you want to keep in one place. Then, decide if it needs to be cleaned up first. The more accessible and clean your data is, the easier and faster it will be to start using your SRM. 

If you’re worried you’ll face some challenges as you make your case to stop using spreadsheets, that’s normal. Here are some common questions, concerns, and misconceptions, plus tips to help you overcome them. 

Someone says, “Do we really need another software?” 

Your answer: 

Organizations worldwide use software to streamline and scale business operations. We can now be more precise with the tools we use to manage stakeholder engagement.

With something as complex as stakeholder engagement, purpose-built software will help us use our limited resources wisely while simultaneously ensuring we serve our stakeholders successfully.

SRM software will help us reduce risks that could jeopardize our organization’s reputation and the relationships we’ve worked for years to build. 

Someone says, “Everyone uses spreadsheets, that’s how it’s always been done.” 

Your answer: 

Spreadsheets have a time and a place. But they’re not supposed to solve all of our vast and robust data requirements.

Spreadsheets were designed for data storage and basic analysis. Trying to use them for anything else causes frustration, errors, double data entry, wasted time, and security issues.

The status quo won’t cut it anymore, especially since there’s a purpose-built tool available to set our organization up for future success. 

Someone says, “Spreadsheets are safe and good enough.” 

Your answer: 

There’s more to safety than strong passwords, two-factor authentication, and avoiding hackers and information leaks. Human error jeopardizes our organization when people forget things like issues or commitments.

Collaborative tools like cloud-based spreadsheets or documents that teams create behind password-protected security protocols still pose all of the same problems as traditional spreadsheets, so they’re still not fully secure or scalable solutions.

The risks of spreadsheets are too high, and that’s not good enough for our organization. Quality SRM software goes through rigorous development and testing to ensure that not only is data safe and secure but that it also reduces risks related to human error, too. 

Someone says, “Let’s use CRM software.”

Your answer: 

CRM software was built to help marketers and salespeople manage relationships with customers. We’re not marketing or selling to stakeholders. We’re handling engagement activities, issues, and commitments, which have completely different workflows.

SRM software was built to help manage stakeholder engagement, specifically. We’re creating more risks for our business by implementing software that’s not purpose-built, and that’s not prudent.