Stop a sales funnel template from stealing your precious time
If you're still relying on manual tools such as a sales funnel template to help you plan time and manage customer activities, you don't know what you're missing. A sales funnel template isn't doing you any favors in terms of time management.
A sales funnel template doesn't help you manage your time
When all you're using is a long list of fragmented information, this doesn't help you with time management. In fact, many people who use a sales funnel template for customer relationship management are often trying to play catch-up and don't know what it's like to be proactive rather than reactive. A lot of time is spent reacting instead of planning. And a sales funnel template isn't secure, either. It'd be very easy to lose all of your information. What would that do to your productivity?
Assessing successes and failures
A sales funnel template that you're using also doesn't tell you a lot about historical info. Does it track how many deals were won and lost? Does it show you where, in the sales cycle, most of the losses occur? Does it contain comprehensive info about each client and your last conversation with them? It probably doesn't have the ability to help you be more productive, does it? As good as you are at your job today, a more automated tool could help you be so much better. And it'll translate to more sales, happier customers, and better use of your time.
Gain more insight by upgrading a sales funnel template to a better solution
Zendesk Sell does more than just list your deals. It helps you place them in various parts of the sales funnel and move them along with just a few clicks. This gives you a visual look at your sales funnel that can help you know where action is needed. Zendesk Sell also provides valuable insight about your business and your customers through reporting features as well. It can help you more effectively manage everything on your radar and help you better manage all your client relationships. Start using Zendesk Sell now by entering your email address.