Why a sales prospecting 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 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 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.
Improve your customer relationships
A sales prospecting template doesn't provide you with a great way to manage customer relationships. It doesn't remind you that your client's been mulling over your latest quote for over a week. It doesn't prompt you to act you when something comes up for renewal. It doesn't hold onto details about your recent conversations with your customers so you can go back and familiarize yourself before you make a follow up call. It also doesn't give you a dollar value of what's in your forecast for the next 30 days.
The importance of a good CRM tool
A good customer relationship management tool helps you be better at serving your customers in the funnel. A sales prospecting template that you use today doesn't really help you do that. Sure, it provides you with a list of information but it doesn't do very much else, does it? A sales funnel's stages can be better tracked using a CRM tool that's automated. This helps you manage the sales process and manage all your clients, too.
A Much More Automated Solution
The Zendesk Sell Starter edition is a free and excellent alternative to a sales prospecting 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.