Improve your sales with a visual sales tracking tool
If you're still using an opportunity tracking 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 template you're currently using.
Are you forgetting important tasks?
An opportunity 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. An opportunity 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.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. An opportunity tracking template is an archaic method that leaves far too much room for errors and take a lot of time for you to manage manually. Besides, what if your hard drive fails before you remember to back it up and you lose valuable information? Speaking of which, when was the last time you backed it up?
Zendesk Sell-Effective, Free, and Easy to Use
Zendesk Sell is an excellent alternative to an opportunity tracking template . It's hosted online, offers you safe and secure access, and has many features and benefits that have resulted in amazing reviews from people trying out this simple customer relationship management and sales pipeline tracking tool. Why not try it today? The Starter edition is free and could easily replace an opportunity tracking template you're using in a way that makes your relationship management activities more productive and more profitable.