Improve client follow up and productivity without a lead pipeline 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 pipeline spreadsheet that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
Why is a lead pipeline spreadsheet archaic?
A lead pipeline spreadsheet that many people use, doesn't work with sales funnel methodologies. Sales funnels involve inserting clients in and systematically walking them through the sales cycle. There's nothing automatic about a lead pipeline spreadsheet. It's not going to alert or remind you of when to take action and it's not going to help you discover what went wrong in the sales process when leads didn't turn into wins. With a lead pipeline spreadsheet, you're running things very manually --- which goes against the idea of the sales funnel.
Assessing successes and failures
A lead pipeline spreadsheet that you're using also doesn't tell you a lot about historical info. Does it track how many deals were won and lost? Does it show you where, in the sales cycle, most of the losses occur? Does it contain comprehensive info about each client and your last conversation with them? It probably doesn't have the ability to help you be more productive, does it? As good as you are at your job today, a more automated tool could help you be so much better. And it'll translate to more sales, happier customers, and better use of your time.
Zendesk Sell-Effective, Free, and Easy to Use
Zendesk Sell is an excellent alternative to a lead pipeline spreadsheet . It's hosted online, offers you safe and secure access, and has many features and benefits that have resulted in amazing reviews from people trying out this simple customer relationship management and sales pipeline tracking tool. Why not try it today? The Starter edition is free and could easily replace a lead pipeline spreadsheet you're using in a way that makes your relationship management activities more productive and more profitable.