A lead tracking excel isn't contributing to growth for your business
Many people keep using a lead tracking excel out of habit and fail to realize that there are much better ways to track and manage their day to day clients and projects. If you're using an archaic method of managing things, such as a lead tracking excel, there are easier and more effective ways to do it. Implementing a better way won't just help you do better at keeping track of things but it will also help you grow your business, too.
What's wrong with a lead tracking excel?
To start with, a lead tracking excel 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 tracking excel 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.
Can you track success and failures with a lead tracking excel?
A lead tracking excel 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 tracking excel 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!
Zendesk Sell-Effective, Free, and Easy to Use
Zendesk Sell is an excellent alternative to a lead tracking excel . 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 tracking excel you're using in a way that makes your relationship management activities more productive and more profitable.