There are things a sales pipeline management excel template just can't do
Some people think that using a sales pipeline management 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.
Why is a sales pipeline management excel template archaic?
A sales pipeline management excel template that many people use, doesn't work with sales funnel methodologies. Sales funnels involve inserting clients in and systematically walking them through the sales cycle. There's nothing automatic about a sales pipeline management excel template. It's not going to alert or remind you of when to take action and it's not going to help you discover what went wrong in the sales process when leads didn't turn into wins. With a sales pipeline management excel template, you're running things very manually --- which goes against the idea of the sales funnel.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. A sales pipeline management excel template 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?
There is a better way with Zendesk Sell
Ready to find an alternative to a sales pipeline management excel template? Zendesk Sell is a hosted, secure, easy to use, collaborative, and free tool that you can hit the ground running with. It'll help you track deals, share information, keep important details in a safe and central place, and it'll help you track performance by salesperson and / or by client. Sign up now.