Why a sales prospecting excel is ineffective for contact management
If you need to manage relationships in order to attain profit, either because you're in sales or because you're a freelancer or consultant, a sales prospecting excel that many people in your position are using just isn't good enough for effective contact management. If you, too, are using a sales prospecting excel to keep track of everyone and everything you're counting on for profit, you need to know that this isn't the best way to grow your business or manage your time.
Benefits of a visual sales tracking tool
Unlike a sales prospecting excel, 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 prospecting excel 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 prospecting excel.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. A sales prospecting excel 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?
How do you upgrade a sales prospecting excel 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 prospecting excel, it's also secure.