Improve your sales with a visual sales tracking tool
If you're still using a sales spreadsheet 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 spreadsheet you're currently using.
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 spreadsheet 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.
Can you track success and failures with a sales spreadsheet?
A sales spreadsheet method of managing contacts and deals also fails to keep track of results. The only way you can use it is to continually update comments and the larger the file gets, the more difficult it is to navigate to the information you need. More than one salesperson or business owner has lost a sales spreadsheet that contained important info too, and then had to re-build their contacts and sales pipeline from scratch. A time-consuming task you probably want no part of!
Zendesk Sell: A Great Visual Sales Tracking CRM
What does Zendesk Sell do that a sales spreadsheet 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.