Why a business contacts template doesn't help you develop a profitable sales funnel
Can you have a profitable sales funnel with a business contacts template? 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 template 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.
Benefits of a visual sales tracking tool
Unlike a business contacts template, a visual pipeline management tool doesn't require scrolling to find information. It provides you with a general overview of things that you can then drill deeper with. A business contacts template doesn't offer these types of features and benefits and it doesn't alert you to potential issues and problems that could be corrected before they happen. A specially designed visual sales tracking tool also won't result in accidental loss of information which can so easily happen with a business contacts template.
The problem with a business contacts template
A business contacts template leaves salespeople to scroll through information about everything in their portfolio and then they have to manually prioritize their day. This leaves a lot of room for mistakes and oversights. A more automated visual sales tracking tool shows you what's most pressing or most profitable in your immediate future so you can easily determine which areas should be focused on. It can also help you gain valuable insight on lost deals, lost customers, and the source of your most profitable leads. A visual sales tracking tool helps you be productive and saves on administrative tasks related to customer relationship management.
Zendesk Sell: A Great Visual Sales Tracking CRM
What does Zendesk Sell do that a business contacts template doesn't? For starters, it helps you manage every stage of the sales pipeline for every deal you're working on. It also helps you create and manage tasks within a calendar and it helps you keep a centralized repository of info about each client and prospect you have. It also lets you collaborate with others. Thinking it must cost a lot of money? Nope. Zendesk Sell is free, too. Start using it today to begin benefiting from a visual sales tracking tool that can help you be better at your job.