There are things a sales reporting sheet just can't do
Some people think that using a sales reporting sheet 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.
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 reporting sheet 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.
Streamline your sales activities and boost productivity
Instead of letting a sales reporting sheet hold you back, consider upgrading to something that is easier to use and that provides you with more value. No, it doesn't have to cost thousands of dollars and several weeks to implement. It can be simple to use and provide many more bells and whistles than a sales reporting sheet.
How do you upgrade a sales reporting sheet 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 reporting sheet, it's also secure.