It's time to stop using a sales reporting template?
If you're using a sales reporting 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 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 template you've relied on be?
Improve forecasting, deal tracking, and CRM
A sales reporting template might have served you reasonably well in the past but part of the reason for that is that you probably didn't know there was an easier way to do things. More automated software lets you share this info without having to email the most current version, lets you collaborate on projects with others, allows you to attach contracts, quotes, emails, and other documentation to your dashboard so that you have everything in one place, and it can help you get revealing reports that can help you with strategic planning for the future. A sales reporting template won't do these things for you.
Assessing successes and failures
A sales reporting template that you're using also doesn't tell you a lot about historical info. Does it track how many deals were won and lost? Does it show you where, in the sales cycle, most of the losses occur? Does it contain comprehensive info about each client and your last conversation with them? It probably doesn't have the ability to help you be more productive, does it? As good as you are at your job today, a more automated tool could help you be so much better. And it'll translate to more sales, happier customers, and better use of your time.
A Much More Automated Solution
The Zendesk Sell Starter edition is a free and excellent alternative to a sales reporting 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.