Why a sales prospecting spreadsheet template 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 spreadsheet template 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 spreadsheet template 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.
There's a more effective way to track your sales and relationships
Automated tools can be easy to implement and hosted in a way that makes them auto update and auto sync while you're on the go. This can be highly valuable to a salesperson that does a lot of traveling to meet clients or for a salesperson who regularly works from home. A more automated solution makes collaboration possible where a sales prospecting spreadsheet template solution does not. This also means that you can extract valuable information, assign tasks, keep important emails and reports in a central location accessible by everyone who needs access and it can help you more effectively plan your time so that you're working on the most profitable tasks possible.
Safeguard your information, too.
A sales prospecting spreadsheet template 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 prospecting spreadsheet template? And if you own a company and allow salespeople to manage clients through a sales prospecting spreadsheet template 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 can help you
A sales prospecting spreadsheet template that you're using today isn't your only choice for managing your day and making sure that you keep centralized records effectively and securely. The Zendesk Sell option is an easy to use hosted customer relationship management tool that will help you be proactive, help you close more deals, and better manage your relationships. Sign up today and start using it right away so you can see why so many sales people prefer it to a sales prospecting spreadsheet template.