A sales pipeline management excel is holding you back
A lot of people use a sales pipeline management excel to help them manage customers, manage their leads, and keep track of their sales forecast. While they think they can use a sales pipeline management excel to track what's happening with clients, there are a lot of things that a sales pipeline management excel can't do.
Improve your customer relationships
A sales pipeline management excel 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.
Can you track success and failures with a sales pipeline management excel?
A sales pipeline management excel method of managing contacts and deals also fails to keep track of results. The only way you can use it is to continually update comments and the larger the file gets, the more difficult it is to navigate to the information you need. More than one salesperson or business owner has lost a sales pipeline management excel that contained important info too, and then had to re-build their contacts and sales pipeline from scratch. A time-consuming task you probably want no part of!
Gain more insight by upgrading a sales pipeline management excel to a better solution
Zendesk Sell does more than just list your deals. It helps you place them in various parts of the sales funnel and move them along with just a few clicks. This gives you a visual look at your sales funnel that can help you know where action is needed. Zendesk Sell also provides valuable insight about your business and your customers through reporting features as well. It can help you more effectively manage everything on your radar and help you better manage all your client relationships. Start using Zendesk Sell now by entering your email address.