Stop a sales funnel excel template from stealing your precious time
If you're still relying on manual tools such as a sales funnel excel template to help you plan time and manage customer activities, you don't know what you're missing. A sales funnel excel template isn't doing you any favors in terms of time management.
Improve your customer relationships
A sales funnel excel template doesn't provide you with a great way to manage customer relationships. It doesn't remind you that your client's been mulling over your latest quote for over a week. It doesn't prompt you to act you when something comes up for renewal. It doesn't hold onto details about your recent conversations with your customers so you can go back and familiarize yourself before you make a follow up call. It also doesn't give you a dollar value of what's in your forecast for the next 30 days.
Safeguard your information, too.
A sales funnel excel template 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 funnel excel template? And if you own a company and allow salespeople to manage clients through a sales funnel excel template 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.
How do you upgrade a sales funnel excel template to a better solution?
Zendesk Sell is a simple customer relationship management tool with excellent sales pipeline tracking and reporting features that you can implement today. It will help you track, manage, and share data that can help you do better at following up and being more proactive instead of working in reaction mode. There's nothing to download, nothing to pay, and it's easy to use. And unlike a sales funnel excel template, it's also secure.