Improve client follow up and productivity without a lead pipeline 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 template that is manually managed and begin leveraging the potential of an automated customer relationship management tool.
What's wrong with a lead pipeline template?
To start with, a lead pipeline template doesn't prompt you to act. It doesn't sort things based on date, based on priority, and then re-sort things for you the instant something changes. The amount of manual intervention and room for error with a lead pipeline template means that it's counterproductive for you. It doesn't give you the ability to set a reminder for next Tuesday at ten o'clock to call that client and follow up on the quote you just sent. It also won't help you share up-to-the-minute information with your colleagues and /or your boss. It's also not a very safe way to store such important information. It can be inadvertently deleted, you could accidentally change a record or sort things the wrong way and permanently lose important data.
Safeguard your information, too.
A lead pipeline template way of keeping things in a list format isn't very conducive to a solid disaster preparedness plan, either. What if there was a major technology failure? How would you fare without a lead pipeline template? And if you own a company and allow salespeople to manage clients through a lead pipeline template alone what's stopping them from deleting that vital data before leaving the company? A more automated solution is a safer, more secure, and much more practical way to managing deals and customers.
Gain more insight by upgrading a lead pipeline template to a better solution
Zendesk Sell does more than just list your deals. It helps you place them in various parts of the sales funnel and move them along with just a few clicks. This gives you a visual look at your sales funnel that can help you know where action is needed. Zendesk Sell also provides valuable insight about your business and your customers through reporting features as well. It can help you more effectively manage everything on your radar and help you better manage all your client relationships. Start using Zendesk Sell now by entering your email address.