A lead capture spreadsheet isn't contributing to growth for your business
Many people keep using a lead capture spreadsheet 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 spreadsheet, 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.
There's a more effective way to track your sales and relationships
Automated tools can be easy to implement and hosted in a way that makes them auto update and auto sync while you're on the go. This can be highly valuable to a salesperson that does a lot of traveling to meet clients or for a salesperson who regularly works from home. A more automated solution makes collaboration possible where a lead capture spreadsheet solution does not. This also means that you can extract valuable information, assign tasks, keep important emails and reports in a central location accessible by everyone who needs access and it can help you more effectively plan your time so that you're working on the most profitable tasks possible.
Assessing successes and failures
A lead capture spreadsheet 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.
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to a lead capture spreadsheet. It's a hosted solution that you can securely login to from anywhere. You can see, at a glance, what's happening in your sales funnel and you can drill down to specific deals. You can also set tasks, collaborate with team members, and save emails and files related to each deal within the system. What do most salespeople like about Zendesk Sell versus a lead capture spreadsheet? It gives them more of something they never seem to have enough of'time. Freeing up more of your schedule with this sort of productivity tool will help you have more time to focus on nurturing sales relationships and closing deals.