Opportunity tracking sheet

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Improve your sales with a visual sales tracking tool

If you're still using an opportunity tracking sheet 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 sheet you're currently using.

Why is an opportunity tracking sheet archaic?

An opportunity tracking sheet that many people use, doesn't work with sales funnel methodologies. Sales funnels involve inserting clients in and systematically walking them through the sales cycle. There's nothing automatic about an opportunity tracking sheet. It's not going to alert or remind you of when to take action and it's not going to help you discover what went wrong in the sales process when leads didn't turn into wins. With an opportunity tracking sheet, you're running things very manually --- which goes against the idea of the sales funnel.

The problem with an opportunity tracking sheet

An opportunity tracking sheet 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.

Zendesk Sell can help you

An opportunity tracking sheet that you're using today isn't your only choice for managing your day and making sure that you keep centralized records effectively and securely. The Zendesk Sell option is an easy to use hosted customer relationship management tool that will help you be proactive, help you close more deals, and better manage your relationships. Sign up today and start using it right away so you can see why so many sales people prefer it to an opportunity tracking sheet.

Zendesk Sell is the fastest growing opportunity tracking sheet on the market. It will dramatically improve your sales and customer relationships. Get started today.