Sales Pipeline Spreadsheet exampleExample of a Spreadsheet in the Sales Pipeline
Spreadsheet and to-do list formats are the old and costly way to maintain your distribution chain. It' s timeto move to a basic sales tracker application designed from the bottom up to help you maintain your sales pipeline. Sales tracker application will help small companies like yours to organize, track follow-ups and generate more revenue.
Rapid follow-up is a MUST to gain businesses and recommendations. Up to a dozen contact points are needed to gain the overwhelming majority of the transactions. After all, follow-ups and consistence create confidence and relationships with your clients. It is a crucial area in which sales pipeline managers are lagging far behind expectations with Excel template work.
Easily take note and create reminiscences for any occasion very quickly with a basic CRM application that organizes all your leads information in one place. The organization allows you to take more efficient follow-up actions and close more business. The use of a single CRM to organise your sales pipeline allows you to place all important leads information (such as your potential customer's contacts, meeting minutes and business details) in one easily accessible location.
They can also create alerts to help you be proactive in managing follow-ups. Sales CRM helps you to visualise your sales pipeline as a hopper with just a few easy steps. Visually this is something that a spreadsheet's row and column cannot have. What makes it important to visualise your sales pipeline?
This is because there is crucial insight that you should have about your sales pipeline, such as where your lead comes from, what phase each is in, and what are the main causes of missed deal. You can see, for example, at which point you lose most of your business by displaying a reported figure known as a hopper return.
This means that if the reports show that you lose a lot of business in a phase of "quoting", you may not prepare your offers quickly enough or your offers may not be working. Base is an easy-to-use application that organises your sales pipeline and gives you useful insight into your sales processes.