Our very earliest marketing copy for our HR SaaS was “Replace your spreadsheet nightmare with a nice clean HR database…”

We thought it was a cute and quirky tagline, and that it would immediately relatable to our target audience of business and human resource managers. After all - who love working on large spreadsheets with thousands of rows, tabs and formulas?

Well, as it turns out - LOTS of people still do love working in spreadsheets! Who knew.

When we looked at how our early customers were using HR Partner, many of them came from large complex spreadsheets, for sure. However, one of our most requests features early on was: “Can we please export all this information into Excel so we can do more complex reporting?”.

You see, in our hubris, we had assumed that our customers would eschew their ‘old fashioned’ spreadsheets in preference for a slick, well designed app. But we were wrong.

The biggest problem with spreadsheets is that they don’t enforce a strict formatting or control over the data being input. Things like ensuring mandatory information was entered, or the exact layout of that data, is by the very nature of spreadsheets, inherently difficult.

A database (like ours) on the other hand, is very good at regimenting the data being entered and ensuring that everything is collected in the right order, however it is very bad at outputting that same data in a flexible manner - something that spreadsheets are remarkably good at.

All our customers were looking for was for a system that would curate and ensure clean data was entered. Then they wanted to get at that data and slice and dice it up in all sorts of ways to meet their reporting requirements, with the complete confidence that the initial information was all clean and reliable.

So we had to reframe our marketing to make our app seem more of a complement to their existing spreadsheets, rather than seeking to replace them altogether. We expanded upon this by also releasing our open API that allows our customers to access their data in all sorts of other platforms like Zapier and Merge.dev to generate the reporting they need.