What are the potential drawbacks of using outdated tools like Outlook or Excel to store customer and lead data for sales reps?

40% of sales reps still use tools like Outlook or Excel to store customer and lead data

Source
Hubspot

Topic
Sales Trends

Year
2022

Sales representatives need to manage their customer and lead data effectively to close deals and drive revenue. However, despite the rise of advanced customer relationship management (CRM) software, many sales reps still rely on outdated tools like Excel or Outlook to store and manage their data.

According to the 2021 State of Marketing report by HubSpot, 40% of sales reps still use these traditional tools to store customer and lead data. This suggests that many sales reps may not be taking full advantage of the features and benefits offered by modern CRM software.

CRM software can help sales reps to better manage and organize their customer data, track customer interactions and activities, and automate certain tasks to save time and increase efficiency. It can also provide valuable insights and analytics that can help sales reps to identify trends and opportunities, and make data-driven decisions.

While some sales reps may be hesitant to adopt new technology, it’s important to recognize the benefits that modern CRM software can offer. By streamlining data management and providing valuable insights, CRM software can help sales reps to close more deals and drive revenue.

Sales reps and organizations that are still relying on outdated tools like Excel or Outlook may want to consider upgrading to a modern CRM solution. With so many options available on the market, it’s important to evaluate your specific needs and choose a solution that meets your requirements and budget.

To sum things up, while traditional tools like Excel and Outlook may have worked in the past, sales reps who want to stay competitive and drive revenue should consider adopting modern CRM software to manage their customer and lead data effectively.

More 2022 Stats

44% of salespeople give up after one follow-up call.

80% of new leads never translate into sales

64% of sales professionals who cross-sell say email follow-up is the most effective cross-selling strategy.

71% of sales reps say that building personal rapport has a substantial impact on converting a prospect.

8% of salespeople say that their sales teams generate high-quality leads

2% is the average success rate for cold calling

In a recent McKinsey study, 61% of survey respondents said that, before the pandemic, they primarily sold their business’ products through traditional in-person sales — that number has since fallen to 29%.

66% of sales professionals say leads generated from customer referrals are the highest quality leads they work.

Top Performers Receive 40% More Questions During Discovery and 43% More Questions During Presentations

54% of sales leaders say proposals sent is one of the most important productivity metrics to track

More Sales Trends Stats

According to a study by Salesforce, the average B2B deal size has grown by 20% in 2021 compared to 2020. This is likely due to companies increasing their spending as they look for more innovative solutions to solve their challenges.

According to HubSpot, the length of a sales cycle decreased by an average of 15% when virtual sales tools were used.

66% of sales reps say they’re drowning in tools

2% is the average success rate for cold calling

77% of respondents said that their company provides at least a quarter of their leads

61% believe that salespeople are underappreciated

77% of Sales Professionals Now Conducting More Video Meetings

21% Higher Job Satisfaction for Salespeople Spending More Than 4 Hours a Day on Sales Activities

Sales enablement initiatives increased sales for 76% of companies by 6%-20%

44% of salespeople give up after one follow-up call.

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