Improve client follow up and productivity without a lead management spreadsheet template
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 spreadsheet template that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
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 management spreadsheet template 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.
The importance of a good CRM tool
A good customer relationship management tool helps you be better at serving your customers in the funnel. A lead management spreadsheet template that you use today doesn't really help you do that. Sure, it provides you with a list of information but it doesn't do very much else, does it? A sales funnel's stages can be better tracked using a CRM tool that's automated. This helps you manage the sales process and manage all your clients, too.
Get a Productivity Boost with Zendesk Sell
Instead of fighting to keep a lead management spreadsheet template continually updated, try Zendesk Sell. Zendesk Sell is a simple hosted CRM solution that helps you manage your sales forecast, manage customers and their data, and it also provides extremely valuable reporting, too. Use it for free and free up more of your time.