Improve your sales with a visual sales tracking tool
If you're still using an opportunity tracking excel 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 you're currently using.
What's wrong with an opportunity tracking excel?
To start with, an opportunity 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 an opportunity 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.
Proactive sales people close more deals
What is an opportunity tracking excel 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. An opportunity tracking excel isn't that intuitive!
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to an opportunity tracking excel. It's a hosted solution that you can securely login to from anywhere. You can see, at a glance, what's happening in your sales funnel and you can drill down to specific deals. You can also set tasks, collaborate with team members, and save emails and files related to each deal within the system. What do most salespeople like about Zendesk Sell versus an opportunity tracking excel? It gives them more of something they never seem to have enough of'time. Freeing up more of your schedule with this sort of productivity tool will help you have more time to focus on nurturing sales relationships and closing deals.