Effective Sales tracking for Freelancers using Sales CRM

If you are a freelancer and have stumbled upon this post, then I definitely assume you are looking for some ways to effectively organize your Sales Deal Tracking activities.

We understand that being a freelancer is not an easy job. In Freelancing, you are the Chief Operating officer, you are the Chief Marketing officer and you are also the Chief Finance Officer of your Business. Becoming successful in Freelancing requires you use the right set of technology tools to enable yourself for your actual business so that you can focus on more important tasks than spending precious time in sales data entry and sales tracking activities. 

But the fact is, to keep going, you need to make sales and to keep doing sales, you need to track your sales deal pipeline regularly and do active follow-ups to keep having a steady sales pipeline and revenue stream. 

With too much in your plate, it's tough to do all without going mad and experiencing burn out!

This necessitates that you use a right set of tool for organizing your sales process and automate the tracking processes around it instead of scrambling through your countless mails and excel files.




Why can't you rely on Email to track Sales?

Emails are not organized, it never gives you a clear picture of your story with your client, the kind of conversation you had with him, some sales metrics like since how long the deal is being open and what is the average time needed for closing that deal, when do you need to follow up next, etc.
 
For all those things, you definitely need something more than Emails. That's where ToolsonCloud Sales CRM comes into play and helps you organize your Sales so that get a clear sight of what is the action you need to do next instead of scrambling through emails and trying to figure out what is required to be done.

Why Sales tracking in Excel files are not as effective as ToolsonCloud CRM?

You can definitely use Excel for simple sales tracking with a small amount of data. But as and when you gain more and more data, you will start feeling the real pain with excel files. There would be lots and lots of excel tables and worksheet and you will always face issues deriving relationship out of multiple tables of deals, leads, tasks to be done, stakeholders in those deals, key person in the organization, history of organization, etc. You will definitely go mad trying to organize your Sales with 10s of excel files. 

If you spend even 1 hour a day trying to do data entry in excel and then another 1 hr trying to do joins, combining tables and trying to make pivot tables and charts on it, you will realize you are loosing your 2 hrs every day. You may estimate the potential opportunity cost of that by Multiplying the hours with your Hourly Billrate of your work you charge to your Clients. 

Imagine the amount of potential loss which you incur if you do not use right set of tools to do the time consuming tasks for you.

Hope this post help you make right decision on the pros and cons of manual sales tracking vs CRM based Sales tracking. 

Do checkout ToolsOnCloud Sales CRM which is designed to solve many of these kind of burning problems in Sales. At this time of posting this blog, ToolsOnCloud is free for Freelancers and Single Person Businesses. Do sign-up and try it out. Feel free to give feedback on how can we make it better to solve your burning Sales problems.
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