Why a lead capture 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 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 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.
Why is a lead capture template archaic?
A lead capture template that many people use, doesn't work with sales funnel methodologies. Sales funnels involve inserting clients in and systematically walking them through the sales cycle. There's nothing automatic about a lead capture template. It's not going to alert or remind you of when to take action and it's not going to help you discover what went wrong in the sales process when leads didn't turn into wins. With a lead capture template, you're running things very manually --- which goes against the idea of the sales funnel.
Can you track success and failures with a lead capture template?
A lead capture template method of managing contacts and deals also fails to keep track of results. The only way you can use it is to continually update comments and the larger the file gets, the more difficult it is to navigate to the information you need. More than one salesperson or business owner has lost a lead capture template that contained important info too, and then had to re-build their contacts and sales pipeline from scratch. A time-consuming task you probably want no part of!
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to a lead capture template. 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 template? 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.