It's time to stop using a sales tracking excel template?
If you're using a sales tracking excel 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 tracking excel 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 tracking excel template you've relied on be?
Still tracking sales and clients manually?
Tracking things manually on a sales tracking excel template does allow you to keep a running list of things that are happening but there are a lot of things that it can't do. It can't help you manage tasks. It won't prompt you to contact clients to follow up, and it doesn't work very well to provide a dashboard view of things that are current versus historical or upcoming. Trying to keep it straight can get confusing after a while, especially if you're busy. And the wrong keystroke in cutting and pasting could mean lost information or the wrong data. The bigger a sales tracking excel template gets, the more difficult it is to stay organized and of course you know that the bigger it gets, the more you need it to be organized.
Streamline your sales activities and boost productivity
Instead of letting a sales tracking excel template 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 tracking excel template.
Zendesk Sell-Effective, Free, and Easy to Use
Zendesk Sell is an excellent alternative to a sales tracking excel template . It's hosted online, offers you safe and secure access, and has many features and benefits that have resulted in amazing reviews from people trying out this simple customer relationship management and sales pipeline tracking tool. Why not try it today? The Starter edition is free and could easily replace a sales tracking excel template you're using in a way that makes your relationship management activities more productive and more profitable.