Stop a sales funnel spreadsheet template from stealing your precious time
If you're still relying on manual tools such as a sales funnel spreadsheet template to help you plan time and manage customer activities, you don't know what you're missing. A sales funnel spreadsheet template isn't doing you any favors in terms of time management.
Still tracking sales and clients manually?
Tracking things manually on a sales funnel spreadsheet template 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 funnel spreadsheet template 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.
Can you track success and failures with a sales funnel spreadsheet template?
A sales funnel spreadsheet template method of managing contacts and deals also fails to keep track of results. The only way you can use it is to continually update comments and the larger the file gets, the more difficult it is to navigate to the information you need. More than one salesperson or business owner has lost a sales funnel spreadsheet template that contained important info too, and then had to re-build their contacts and sales pipeline from scratch. A time-consuming task you probably want no part of!
There is a better way with Zendesk Sell
Ready to find an alternative to a sales funnel spreadsheet template? Zendesk Sell is a hosted, secure, easy to use, collaborative, and free tool that you can hit the ground running with. It'll help you track deals, share information, keep important details in a safe and central place, and it'll help you track performance by salesperson and / or by client. Sign up now.