Are Spreadsheets Killing Your Sales Process?

Busy sales teams need more than outdated spreadsheets or handwritten notes. Managing leads across different formats wastes time, creates confusion, and risks losing valuable information.

Sales success relies on quick access, accurate data, and seamless collaboration. Spreadsheets can’t keep up.

Why Spreadsheets Fall Short

Spreadsheet hell: why CRM systems are better than spreadsheets

Spreadsheets are useful for storing data, but not for managing it. The problems start when you need to:

Share files across teams
Track updates in real time
Avoid conflicting versions
Add meeting notes
Assign or rate leads
Attach documents
Monitor campaign performance

Even cloud-based spreadsheets can be awkward to use on mobile devices, lack lead tracking features, and offer no way to manage follow-ups or calculate return on investment.

One CRM, One Version of the Truth

Salestracker, Insight Data’s CRM platform, replaces spreadsheets with a centralised, cloud-based system your entire team can use.

It keeps all client records in one place and updates them in real time. Salespeople can log notes after meetings, schedule reminders, and access the latest data from any device.

Your marketing and sales teams stay aligned, and no lead slips through the cracks.

Paperless Lead Management with Salestracker

Salestracker’s lead management function removes the need for paperwork. You can:

Create and assign leads in seconds
Prioritise opportunities using lead ranking
Set follow-up actions and deadlines
Attach proposals and sales documents
Track lead status from phone, tablet or laptop

When a meeting ends, you can update the record on the spot or assign the task to someone back at the office. It’s fast, paper-free, and fully collaborative.