Improve client follow up and productivity without a lead management spreadsheet
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 that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
Improve your customer relationships
A lead management spreadsheet doesn't provide you with a great way to manage customer relationships. It doesn't remind you that your client's been mulling over your latest quote for over a week. It doesn't prompt you to act you when something comes up for renewal. It doesn't hold onto details about your recent conversations with your customers so you can go back and familiarize yourself before you make a follow up call. It also doesn't give you a dollar value of what's in your forecast for the next 30 days.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. A lead management spreadsheet is an archaic method that leaves far too much room for errors and take a lot of time for you to manage manually. Besides, what if your hard drive fails before you remember to back it up and you lose valuable information? Speaking of which, when was the last time you backed it up?
Zendesk Sell can help you
A lead management spreadsheet that you're using today isn't your only choice for managing your day and making sure that you keep centralized records effectively and securely. The Zendesk Sell option is an easy to use hosted customer relationship management tool that will help you be proactive, help you close more deals, and better manage your relationships. Sign up today and start using it right away so you can see why so many sales people prefer it to a lead management spreadsheet.