It's time to stop using a sales reporting excel template?
If you're using a sales reporting excel template to take care of all of your sales activities, it's important for you to realize that not only is this not the best way to manage your sales pipeline and customer relationships but it's also potentially harmful to those relationships. Not only is a sales reporting excel template not very automated but it can be inadvertently altered, deleted, or lost, especially if it just sits on your hard drive and isn't backed up on a continuous basis. How detrimental to your workday and your profits would losing a sales reporting excel template you've relied on be?
Are you forgetting important tasks?
A sales reporting excel template might keep info in a central place for you but it doesn't sort than info into any sort of usable calendar. If you're juggling multiple contacts and deals, having a calendar of tasks that notifies you with reminders and associated data could make a big difference to your productivity. A sales reporting excel template doesn't have features that do this for you. It also doesn't tell you about the next 30 days of your work schedule in a visual way with number of deals, dollar values, and the stages each deal is in.
Safeguard your information, too.
A sales reporting excel 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 reporting excel template? And if you own a company and allow salespeople to manage clients through a sales reporting excel 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: A Great Visual Sales Tracking CRM
What does Zendesk Sell do that a sales reporting excel template doesn't? For starters, it helps you manage every stage of the sales pipeline for every deal you're working on. It also helps you create and manage tasks within a calendar and it helps you keep a centralized repository of info about each client and prospect you have. It also lets you collaborate with others. Thinking it must cost a lot of money? Nope. Zendesk Sell is free, too. Start using it today to begin benefiting from a visual sales tracking tool that can help you be better at your job.