It's time to stop using a sales reporting spreadsheet?
If you're using a sales reporting spreadsheet 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 spreadsheet 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 spreadsheet you've relied on be?
What's wrong with a sales reporting spreadsheet?
To start with, a sales reporting spreadsheet doesn't prompt you to act. It doesn't sort things based on date, based on priority, and then re-sort things for you the instant something changes. The amount of manual intervention and room for error with a sales reporting spreadsheet means that it's counterproductive for you. It doesn't give you the ability to set a reminder for next Tuesday at ten o'clock to call that client and follow up on the quote you just sent. It also won't help you share up-to-the-minute information with your colleagues and /or your boss. It's also not a very safe way to store such important information. It can be inadvertently deleted, you could accidentally change a record or sort things the wrong way and permanently lose important data.
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 reporting spreadsheet 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.
There is a better way with Zendesk Sell
Ready to find an alternative to a sales reporting spreadsheet? Zendesk Sell is a hosted, secure, easy to use, collaborative, and free tool that you can hit the ground running with. It'll help you track deals, share information, keep important details in a safe and central place, and it'll help you track performance by salesperson and / or by client. Sign up now.