There are things a sales pipeline spreadsheet just can't do
Some people think that using a sales pipeline spreadsheet 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.
Benefits of a visual sales tracking tool
Unlike a sales pipeline spreadsheet, a visual pipeline management tool doesn't require scrolling to find information. It provides you with a general overview of things that you can then drill deeper with. A sales pipeline spreadsheet doesn't offer these types of features and benefits and it doesn't alert you to potential issues and problems that could be corrected before they happen. A specially designed visual sales tracking tool also won't result in accidental loss of information which can so easily happen with a sales pipeline spreadsheet.
Safeguard your information, too.
A sales pipeline spreadsheet way of keeping things in a list format isn't very conducive to a solid disaster preparedness plan, either. What if there was a major technology failure? How would you fare without a sales pipeline spreadsheet? And if you own a company and allow salespeople to manage clients through a sales pipeline spreadsheet alone what's stopping them from deleting that vital data before leaving the company? A more automated solution is a safer, more secure, and much more practical way to managing deals and customers.
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to a sales pipeline spreadsheet. It's a hosted solution that you can securely login to from anywhere. You can see, at a glance, what's happening in your sales funnel and you can drill down to specific deals. You can also set tasks, collaborate with team members, and save emails and files related to each deal within the system. What do most salespeople like about Zendesk Sell versus a sales pipeline spreadsheet? It gives them more of something they never seem to have enough of'time. Freeing up more of your schedule with this sort of productivity tool will help you have more time to focus on nurturing sales relationships and closing deals.