Improve client follow up and productivity without a lead management excel
How good are you at client follow up? Do you feel like you're as productive and as proactive as you can be? A big difference in productivity can come when you transition from a lead management excel that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
A lead management excel doesn't help you manage your time
When all you're using is a long list of fragmented information, this doesn't help you with time management. In fact, many people who use a lead management excel for customer relationship management are often trying to play catch-up and don't know what it's like to be proactive rather than reactive. A lot of time is spent reacting instead of planning. And a lead management excel isn't secure, either. It'd be very easy to lose all of your information. What would that do to your productivity?
Streamline your sales activities and boost productivity
Instead of letting a lead management excel hold you back, consider upgrading to something that is easier to use and that provides you with more value. No, it doesn't have to cost thousands of dollars and several weeks to implement. It can be simple to use and provide many more bells and whistles than a lead management excel.
Zendesk Sell: A Great Visual Sales Tracking CRM
What does Zendesk Sell do that a lead management excel 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.