Why a business contacts sheet doesn't help you develop a profitable sales funnel
Can you have a profitable sales funnel with a business contacts sheet? Sure, you could do okay at sales. But if you're working with archaic tools and rudimentary techniques, you'll be doing things the hard way. A business contacts sheet has substantial limitations and leaves room for mistakes and important things to slip between the cracks. There are much better ways to effectively manage your sales funnel.
What's wrong with a business contacts sheet?
To start with, a business contacts sheet doesn't prompt you to act. It doesn't sort things based on date, based on priority, and then re-sort things for you the instant something changes. The amount of manual intervention and room for error with a business contacts sheet means that it's counterproductive for you. It doesn't give you the ability to set a reminder for next Tuesday at ten o'clock to call that client and follow up on the quote you just sent. It also won't help you share up-to-the-minute information with your colleagues and /or your boss. It's also not a very safe way to store such important information. It can be inadvertently deleted, you could accidentally change a record or sort things the wrong way and permanently lose important data.
Assessing successes and failures
A business contacts sheet that you're using also doesn't tell you a lot about historical info. Does it track how many deals were won and lost? Does it show you where, in the sales cycle, most of the losses occur? Does it contain comprehensive info about each client and your last conversation with them? It probably doesn't have the ability to help you be more productive, does it? As good as you are at your job today, a more automated tool could help you be so much better. And it'll translate to more sales, happier customers, and better use of your time.
How do you upgrade a business contacts sheet to a better solution?
Zendesk Sell is a simple customer relationship management tool with excellent sales pipeline tracking and reporting features that you can implement today. It will help you track, manage, and share data that can help you do better at following up and being more proactive instead of working in reaction mode. There's nothing to download, nothing to pay, and it's easy to use. And unlike a business contacts sheet, it's also secure.