It's time to stop using a sales tracking excel?
If you're using a sales tracking excel 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 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 you've relied on be?
Improve your customer relationships
A sales tracking excel 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.
Proactive sales people close more deals
What is a sales tracking excel you're using now doing to help you close deals? What's it doing to help you be more proactive? People who use a more automated solution get more things done in a day. It's easier to prioritize tasks when you've got an overview of everything that's happening, divided by what stage the deal is at. A sales tracking excel isn't that intuitive!
Get a Productivity Boost with Zendesk Sell
Instead of fighting to keep a sales tracking excel continually updated, try Zendesk Sell. Zendesk Sell is a simple hosted CRM solution that helps you manage your sales forecast, manage customers and their data, and it also provides extremely valuable reporting, too. Use it for free and free up more of your time.