There are things a sales pipeline excel template just can't do
Some people think that using a sales pipeline excel template to track what's happening with clients is a free, easy, and worthwhile way to do things. But doing things this way doesn't help you improve your productivity. In fact, it could hold you back.
Improve your customer relationships
A sales pipeline 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.
The problem with a sales pipeline excel template
A sales pipeline excel template leaves salespeople to scroll through information about everything in their portfolio and then they have to manually prioritize their day. This leaves a lot of room for mistakes and oversights. A more automated visual sales tracking tool shows you what's most pressing or most profitable in your immediate future so you can easily determine which areas should be focused on. It can also help you gain valuable insight on lost deals, lost customers, and the source of your most profitable leads. A visual sales tracking tool helps you be productive and saves on administrative tasks related to customer relationship management.
Zendesk Sell-Effective, Free, and Easy to Use
Zendesk Sell is an excellent alternative to a sales pipeline excel template . It's hosted online, offers you safe and secure access, and has many features and benefits that have resulted in amazing reviews from people trying out this simple customer relationship management and sales pipeline tracking tool. Why not try it today? The Starter edition is free and could easily replace a sales pipeline excel template you're using in a way that makes your relationship management activities more productive and more profitable.