Improve client follow up and productivity without a lead management 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 template that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
Still tracking sales and clients manually?
Tracking things manually on a lead management template does allow you to keep a running list of things that are happening but there are a lot of things that it can't do. It can't help you manage tasks. It won't prompt you to contact clients to follow up, and it doesn't work very well to provide a dashboard view of things that are current versus historical or upcoming. Trying to keep it straight can get confusing after a while, especially if you're busy. And the wrong keystroke in cutting and pasting could mean lost information or the wrong data. The bigger a lead management template gets, the more difficult it is to stay organized and of course you know that the bigger it gets, the more you need it to be organized.
How a better solution than a lead management template could positively impact your business.
A lead management template and manual methods of tracking are something that leave far too much room for omissions, errors, and technology failures that could be debilitating. Conversely, a more automated solution can help you plan in advance, set reminders for customer contact, share information internally regarding sales forecasting, and more.
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to a lead management 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 management 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.