Why a sales prospecting excel template is ineffective for contact management
If you need to manage relationships in order to attain profit, either because you're in sales or because you're a freelancer or consultant, a sales prospecting excel template that many people in your position are using just isn't good enough for effective contact management. If you, too, are using a sales prospecting excel template to keep track of everyone and everything you're counting on for profit, you need to know that this isn't the best way to grow your business or manage your time.
Still tracking sales and clients manually?
Tracking things manually on a sales prospecting 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 prospecting 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.
Assessing successes and failures
A sales prospecting excel template that you're using also doesn't tell you a lot about historical info. Does it track how many deals were won and lost? Does it show you where, in the sales cycle, most of the losses occur? Does it contain comprehensive info about each client and your last conversation with them? It probably doesn't have the ability to help you be more productive, does it? As good as you are at your job today, a more automated tool could help you be so much better. And it'll translate to more sales, happier customers, and better use of your time.
Base: A Great Visual Sales Tracking CRM
What does Base do that a sales prospecting excel template 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. Base 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.