There are things a sales pipeline excel just can't do
Some people think that using a sales pipeline excel 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.
Are you forgetting important tasks?
A sales pipeline excel 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 pipeline excel 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.
Assessing successes and failures
A sales pipeline excel 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.
Zendesk Sell can help you
A sales pipeline excel that you're using today isn't your only choice for managing your day and making sure that you keep centralized records effectively and securely. The Zendesk Sell option is an easy to use hosted customer relationship management tool that will help you be proactive, help you close more deals, and better manage your relationships. Sign up today and start using it right away so you can see why so many sales people prefer it to a sales pipeline excel.