A lead tracking spreadsheet isn't contributing to growth for your business
Many people keep using a lead tracking spreadsheet 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 spreadsheet, 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.
Improve forecasting, deal tracking, and CRM
A lead tracking spreadsheet might have served you reasonably well in the past but part of the reason for that is that you probably didn't know there was an easier way to do things. More automated software lets you share this info without having to email the most current version, lets you collaborate on projects with others, allows you to attach contracts, quotes, emails, and other documentation to your dashboard so that you have everything in one place, and it can help you get revealing reports that can help you with strategic planning for the future. A lead tracking spreadsheet won't do these things for you.
The problem with a lead tracking spreadsheet
A lead tracking spreadsheet 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.
Gain more insight by upgrading a lead tracking spreadsheet 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.