Why a lead pipeline sheet doesn't help you develop a profitable sales funnel
Can you have a profitable sales funnel with a lead pipeline sheet? Sure, you could do okay at sales. But if you're working with archaic tools and rudimentary techniques, you'll be doing things the hard way. A lead pipeline sheet has substantial limitations and leaves room for mistakes and important things to slip between the cracks. There are much better ways to effectively manage your sales funnel.
Still tracking sales and clients manually?
Tracking things manually on a lead pipeline sheet 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 pipeline sheet 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.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. A lead pipeline sheet 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?
Get a Productivity Boost with Zendesk Sell
Instead of fighting to keep a lead pipeline sheet 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.