It's time to stop using a sales tracking spreadsheet template?
If you're using a sales tracking spreadsheet 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 spreadsheet 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 spreadsheet template you've relied on be?
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 tracking spreadsheet template 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.
You could be missing out
By not doing things in a more automated way, you could be missing out on many opportunities. A sales tracking spreadsheet template is an archaic method that leaves far too much room for errors and take a lot of time for you to manage manually. Besides, what if your hard drive fails before you remember to back it up and you lose valuable information? Speaking of which, when was the last time you backed it up?
Gain more insight by upgrading a sales tracking spreadsheet template to a better solution
Zendesk Sell does more than just list your deals. It helps you place them in various parts of the sales funnel and move them along with just a few clicks. This gives you a visual look at your sales funnel that can help you know where action is needed. Zendesk Sell also provides valuable insight about your business and your customers through reporting features as well. It can help you more effectively manage everything on your radar and help you better manage all your client relationships. Start using Zendesk Sell now by entering your email address.