Improve client follow up and productivity without a lead pipeline 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 pipeline spreadsheet template that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
Are you forgetting important tasks?
A lead pipeline spreadsheet template might keep info in a central place for you but it doesn't sort than info into any sort of usable calendar. If you're juggling multiple contacts and deals, having a calendar of tasks that notifies you with reminders and associated data could make a big difference to your productivity. A lead pipeline spreadsheet template doesn't have features that do this for you. It also doesn't tell you about the next 30 days of your work schedule in a visual way with number of deals, dollar values, and the stages each deal is in.
The problem with a lead pipeline spreadsheet template
A lead pipeline spreadsheet template leaves salespeople to scroll through information about everything in their portfolio and then they have to manually prioritize their day. This leaves a lot of room for mistakes and oversights. A more automated visual sales tracking tool shows you what's most pressing or most profitable in your immediate future so you can easily determine which areas should be focused on. It can also help you gain valuable insight on lost deals, lost customers, and the source of your most profitable leads. A visual sales tracking tool helps you be productive and saves on administrative tasks related to customer relationship management.
There is a better way with Zendesk Sell
Ready to find an alternative to a lead pipeline spreadsheet template? Zendesk Sell is a hosted, secure, easy to use, collaborative, and free tool that you can hit the ground running with. It'll help you track deals, share information, keep important details in a safe and central place, and it'll help you track performance by salesperson and / or by client. Sign up now.