Sales sheet

Don't rely on basic excel templates to manage your sales and contacts. Instead, use a free online Sales Tracking and CRM tool.

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Improve your sales with a visual sales tracking tool

If you're still using a sales sheet to help you with customer relationships and sales forecasting, you aren't getting the benefits of visual sales tracking that helps you segment your activities by importance and dollar value. Have you considered trying a more visual sales tracking tool? Seeing a visual dashboard on a daily basis could be much better than a sales sheet you're currently using.

Improve your customer relationships

A sales sheet 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.

Assessing successes and failures

A sales sheet 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.

There is a better way with Zendesk Sell

Ready to find an alternative to a sales sheet? 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.

Zendesk Sell is the fastest growing sales sheet on the market. It will dramatically improve your sales and customer relationships. Get started today.