A sales pipeline management spreadsheet is holding you back
A lot of people use a sales pipeline management spreadsheet 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 spreadsheet to track what's happening with clients, there are a lot of things that a sales pipeline management spreadsheet can't do.
Still tracking sales and clients manually?
Tracking things manually on a sales pipeline management spreadsheet does allow you to keep a running list of things that are happening but there are a lot of things that it can't do. It can't help you manage tasks. It won't prompt you to contact clients to follow up, and it doesn't work very well to provide a dashboard view of things that are current versus historical or upcoming. Trying to keep it straight can get confusing after a while, especially if you're busy. And the wrong keystroke in cutting and pasting could mean lost information or the wrong data. The bigger a sales pipeline management spreadsheet gets, the more difficult it is to stay organized and of course you know that the bigger it gets, the more you need it to be organized.
The problem with a sales pipeline management spreadsheet
A sales pipeline management spreadsheet 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.
How do you upgrade a sales pipeline management spreadsheet to a better solution?
Zendesk Sell is a simple customer relationship management tool with excellent sales pipeline tracking and reporting features that you can implement today. It will help you track, manage, and share data that can help you do better at following up and being more proactive instead of working in reaction mode. There's nothing to download, nothing to pay, and it's easy to use. And unlike a sales pipeline management spreadsheet, it's also secure.