Improve your sales with a visual sales tracking tool
If you're still using an opportunity tracking excel template to help you with customer relationships and sales forecasting, you aren't getting the benefits of visual sales tracking that helps you segment your activities by importance and dollar value. Have you considered trying a more visual sales tracking tool? Seeing a visual dashboard on a daily basis could be much better than an opportunity tracking excel template you're currently using.
Benefits of a visual sales tracking tool
Unlike an opportunity tracking excel template, a visual pipeline management tool doesn't require scrolling to find information. It provides you with a general overview of things that you can then drill deeper with. An opportunity tracking excel template doesn't offer these types of features and benefits and it doesn't alert you to potential issues and problems that could be corrected before they happen. A specially designed visual sales tracking tool also won't result in accidental loss of information which can so easily happen with an opportunity tracking excel template.
How a better solution than an opportunity tracking excel template could positively impact your business.
An opportunity tracking excel template and manual methods of tracking are something that leave far too much room for omissions, errors, and technology failures that could be debilitating. Conversely, a more automated solution can help you plan in advance, set reminders for customer contact, share information internally regarding sales forecasting, and more.
Gain more insight by upgrading an opportunity tracking excel 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.