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Showing posts from December, 2017

Why managing your Sales Pipeline with Excel is not a piece of cake 🎂

With Christmas round the corner, everywhere you see cakes and so the title seemed more apt for this time of the year 😉 Here is a recent conversation I had with a customer (rather, lead). He contacted me asking for some modification to an Excel template. This was a Sales Pipeline Tracker template, which he had downloaded (& started using) from this website . I have uploaded the file here with the customer's data masked https://docs.zoho.com/file/4ogu8568be2e1b3584c61a04203a17674007d Some issues in using Excel are immediately obvious as soon as you glance through the Excel file. Like a bachelor pad 🙄 Ever went into a bachelor pad and seen the mess? Same with the Excel data in here. Once you open the file, you can notice immediately that the data is not properly organised. See the first column for Client Name. Some have just first name, some just the last name, some have full name. Sometimes, it is just the initials! There is no specific idea o