A sales management spreadsheet is holding you back
A lot of people use a sales management spreadsheet to help them manage customers, manage their leads, and keep track of their sales forecast. While they think they can use a sales management spreadsheet to track what's happening with clients, there are a lot of things that a sales management spreadsheet can't do.
What's wrong with a sales management spreadsheet?
To start with, a sales management spreadsheet doesn't prompt you to act. It doesn't sort things based on date, based on priority, and then re-sort things for you the instant something changes. The amount of manual intervention and room for error with a sales management spreadsheet means that it's counterproductive for you. It doesn't give you the ability to set a reminder for next Tuesday at ten o'clock to call that client and follow up on the quote you just sent. It also won't help you share up-to-the-minute information with your colleagues and /or your boss. It's also not a very safe way to store such important information. It can be inadvertently deleted, you could accidentally change a record or sort things the wrong way and permanently lose important data.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. A sales management spreadsheet is an archaic method that leaves far too much room for errors and take a lot of time for you to manage manually. Besides, what if your hard drive fails before you remember to back it up and you lose valuable information? Speaking of which, when was the last time you backed it up?
Zendesk Sell: A Great Visual Sales Tracking CRM
What does Zendesk Sell do that a sales management spreadsheet doesn't? For starters, it helps you manage every stage of the sales pipeline for every deal you're working on. It also helps you create and manage tasks within a calendar and it helps you keep a centralized repository of info about each client and prospect you have. It also lets you collaborate with others. Thinking it must cost a lot of money? Nope. Zendesk Sell is free, too. Start using it today to begin benefiting from a visual sales tracking tool that can help you be better at your job.