There are things a sales pipeline management spreadsheet template just can't do
Some people think that using a sales pipeline management spreadsheet 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.
What's wrong with a sales pipeline management spreadsheet template?
To start with, a sales pipeline management spreadsheet template 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 pipeline management spreadsheet template 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.
How a better solution than a sales pipeline management spreadsheet template could positively impact your business.
A sales pipeline management spreadsheet template and manual methods of tracking are something that leave far too much room for omissions, errors, and technology failures that could be debilitating. Conversely, a more automated solution can help you plan in advance, set reminders for customer contact, share information internally regarding sales forecasting, and more.
A Much More Automated Solution
The Zendesk Sell Starter edition is a free and excellent alternative to a sales pipeline management spreadsheet template you're using. By using this easy and effective tool to track contacts, deals, and relationships, you can better manage your daily activities and become more proactive. You can also gather insightful information about your business through robust reporting. Sign up for free and see why it's better for you and for your customers.