A sales management excel template is holding you back
A lot of people use a sales management excel template to help them manage customers, manage their leads, and keep track of their sales forecast. While they think they can use a sales management excel template to track what's happening with clients, there are a lot of things that a sales management excel template can't do.
Are you forgetting important tasks?
A sales management excel 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. A sales management excel 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.
The importance of a good CRM tool
A good customer relationship management tool helps you be better at serving your customers in the funnel. A sales management excel template that you use today doesn't really help you do that. Sure, it provides you with a list of information but it doesn't do very much else, does it? A sales funnel's stages can be better tracked using a CRM tool that's automated. This helps you manage the sales process and manage all your clients, too.
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to a sales management excel template. It's a hosted solution that you can securely login to from anywhere. You can see, at a glance, what's happening in your sales funnel and you can drill down to specific deals. You can also set tasks, collaborate with team members, and save emails and files related to each deal within the system. What do most salespeople like about Zendesk Sell versus a sales management excel template? It gives them more of something they never seem to have enough of'time. Freeing up more of your schedule with this sort of productivity tool will help you have more time to focus on nurturing sales relationships and closing deals.