Improve your sales with a visual sales tracking tool
If you're still using a sales 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 a sales excel you're currently using.
Still tracking sales and clients manually?
Tracking things manually on a sales excel does allow you to keep a running list of things that are happening but there are a lot of things that it can't do. It can't help you manage tasks. It won't prompt you to contact clients to follow up, and it doesn't work very well to provide a dashboard view of things that are current versus historical or upcoming. Trying to keep it straight can get confusing after a while, especially if you're busy. And the wrong keystroke in cutting and pasting could mean lost information or the wrong data. The bigger a sales excel gets, the more difficult it is to stay organized and of course you know that the bigger it gets, the more you need it to be organized.
Safeguard your information, too.
A sales excel way of keeping things in a list format isn't very conducive to a solid disaster preparedness plan, either. What if there was a major technology failure? How would you fare without a sales excel? And if you own a company and allow salespeople to manage clients through a sales excel alone what's stopping them from deleting that vital data before leaving the company? A more automated solution is a safer, more secure, and much more practical way to managing deals and customers.
A Much More Automated Solution
The Zendesk Sell Starter edition is a free and excellent alternative to a sales excel you're using. By using this easy and effective tool to track contacts, deals, and relationships, you can better manage your daily activities and become more proactive. You can also gather insightful information about your business through robust reporting. Sign up for free and see why it's better for you and for your customers.