Improve client follow up and productivity without a lead pipeline excel 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 pipeline excel template that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
Improve forecasting, deal tracking, and CRM
A lead pipeline excel template might have served you reasonably well in the past but part of the reason for that is that you probably didn't know there was an easier way to do things. More automated software lets you share this info without having to email the most current version, lets you collaborate on projects with others, allows you to attach contracts, quotes, emails, and other documentation to your dashboard so that you have everything in one place, and it can help you get revealing reports that can help you with strategic planning for the future. A lead pipeline excel template won't do these things for you.
Can you track success and failures with a lead pipeline excel template?
A lead pipeline excel 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 pipeline excel 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!
How do you upgrade a lead pipeline excel template to a better solution?
Zendesk Sell is a simple customer relationship management tool with excellent sales pipeline tracking and reporting features that you can implement today. It will help you track, manage, and share data that can help you do better at following up and being more proactive instead of working in reaction mode. There's nothing to download, nothing to pay, and it's easy to use. And unlike a lead pipeline excel template, it's also secure.