It's time to stop using a sales tracking sheet?
If you're using a sales tracking sheet 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 sheet 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 sheet you've relied on be?
A sales tracking sheet doesn't help you manage your time
When all you're using is a long list of fragmented information, this doesn't help you with time management. In fact, many people who use a sales tracking sheet for customer relationship management are often trying to play catch-up and don't know what it's like to be proactive rather than reactive. A lot of time is spent reacting instead of planning. And a sales tracking sheet isn't secure, either. It'd be very easy to lose all of your information. What would that do to your productivity?
The problem with a sales tracking sheet
A sales tracking sheet leaves salespeople to scroll through information about everything in their portfolio and then they have to manually prioritize their day. This leaves a lot of room for mistakes and oversights. A more automated visual sales tracking tool shows you what's most pressing or most profitable in your immediate future so you can easily determine which areas should be focused on. It can also help you gain valuable insight on lost deals, lost customers, and the source of your most profitable leads. A visual sales tracking tool helps you be productive and saves on administrative tasks related to customer relationship management.
Zendesk Sell-Free and Easy to Use
Zendesk Sell is a great alternative to a sales tracking sheet. It's a hosted solution that you can securely login to from anywhere. You can see, at a glance, what's happening in your sales funnel and you can drill down to specific deals. You can also set tasks, collaborate with team members, and save emails and files related to each deal within the system. What do most salespeople like about Zendesk Sell versus a sales tracking sheet? It gives them more of something they never seem to have enough of'time. Freeing up more of your schedule with this sort of productivity tool will help you have more time to focus on nurturing sales relationships and closing deals.