A lead capture sheet isn't contributing to growth for your business
Many people keep using a lead capture sheet out of habit and fail to realize that there are much better ways to track and manage their day to day clients and projects. If you're using an archaic method of managing things, such as a lead capture sheet, there are easier and more effective ways to do it. Implementing a better way won't just help you do better at keeping track of things but it will also help you grow your business, too.
Improve your customer relationships
A lead capture sheet doesn't provide you with a great way to manage customer relationships. It doesn't remind you that your client's been mulling over your latest quote for over a week. It doesn't prompt you to act you when something comes up for renewal. It doesn't hold onto details about your recent conversations with your customers so you can go back and familiarize yourself before you make a follow up call. It also doesn't give you a dollar value of what's in your forecast for the next 30 days.
How a better solution than a lead capture sheet could positively impact your business.
A lead capture sheet and manual methods of tracking are something that leave far too much room for omissions, errors, and technology failures that could be debilitating. Conversely, a more automated solution can help you plan in advance, set reminders for customer contact, share information internally regarding sales forecasting, and more.
Zendesk Sell: A Great Visual Sales Tracking CRM
What does Zendesk Sell do that a lead capture sheet 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.