Three challenges of storing data in spreadsheets
You can’t understand the whole picture
Often, sales teams have data scattered across notes, spreadsheets and laptops which often get lost over time along with crucial information. Information like:
- where your leads are coming from
- how they are interacting with your website or email
- interest level/ buying signals
This crucial information should not be buried in a data minefield, but be used to convert more leads.
Out of sight, out of mind
Your salespeople spend crucial time establishing relationships with leads and customers, only to see it go waste as the next set of leads and customers come in. Their names and contact information is lost in a sea of information, which can be tapped for cross-sell and upsell opportunities.
You can’t forecast revenue with scattered data
As a sales manager, it’s important for you to track data, and predict the sales for the upcoming quarter on a regular basis. With data stored in spreadsheets, it gets tedious to process the data, track metrics and forecast sales accurately.