Why a lead capture excel template is ineffective for contact management
If you need to manage relationships in order to attain profit, either because you're in sales or because you're a freelancer or consultant, a lead capture excel template that many people in your position are using just isn't good enough for effective contact management. If you, too, are using a lead capture excel template to keep track of everyone and everything you're counting on for profit, you need to know that this isn't the best way to grow your business or manage your time.
What's wrong with a lead capture excel template?
To start with, a lead capture excel template 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 lead capture excel template 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.
The problem with a lead capture excel template
A lead capture excel 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.
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