A lead tracking template isn't contributing to growth for your business
Many people keep using a lead tracking template 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 template, 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.
Are you forgetting important tasks?
A lead tracking 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 tracking 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.
Proactive sales people close more deals
What is a lead tracking template you're using now doing to help you close deals? What's it doing to help you be more proactive? People who use a more automated solution get more things done in a day. It's easier to prioritize tasks when you've got an overview of everything that's happening, divided by what stage the deal is at. A lead tracking template isn't that intuitive!
How do you upgrade a lead tracking template to a better solution?
Zendesk Sell is a simple customer relationship management tool with excellent sales pipeline tracking and reporting features that you can implement today. It will help you track, manage, and share data that can help you do better at following up and being more proactive instead of working in reaction mode. There's nothing to download, nothing to pay, and it's easy to use. And unlike a lead tracking template, it's also secure.