Why a lead capture spreadsheet 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 spreadsheet 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 spreadsheet 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.
Improve forecasting, deal tracking, and CRM
A lead capture spreadsheet template might have served you reasonably well in the past but part of the reason for that is that you probably didn't know there was an easier way to do things. More automated software lets you share this info without having to email the most current version, lets you collaborate on projects with others, allows you to attach contracts, quotes, emails, and other documentation to your dashboard so that you have everything in one place, and it can help you get revealing reports that can help you with strategic planning for the future. A lead capture spreadsheet template won't do these things for you.
Proactive sales people close more deals
What is a lead capture spreadsheet template you're using now doing to help you close deals? What's it doing to help you be more proactive? People who use a more automated solution get more things done in a day. It's easier to prioritize tasks when you've got an overview of everything that's happening, divided by what stage the deal is at. A lead capture spreadsheet template isn't that intuitive!
Zendesk Sell-Effective, Free, and Easy to Use
Zendesk Sell is an excellent alternative to a lead capture spreadsheet template . It's hosted online, offers you safe and secure access, and has many features and benefits that have resulted in amazing reviews from people trying out this simple customer relationship management and sales pipeline tracking tool. Why not try it today? The Starter edition is free and could easily replace a lead capture spreadsheet template you're using in a way that makes your relationship management activities more productive and more profitable.