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How to Create a Sales Process?

Today, with the help of plenty of systems, business planning is not a hard task. But yet, many companies don’t have a defined sales process. They simply follow a sales strategy of service the customers who contact them, extensive marketing and setting free their sales persons. It is proved that a clearly defined sales process can improve sales, profits, customer service, company reputation and quality of service.

For creating an effective sales process one should do many things. Fist one is, finding and classifying opportunities. Classify your opportunities some thing like this; suspects (names with contact details), prospects (suspect who you think need your product/service), leads (prospects who are interested on you), and customers (who are currently enjoying your products). Contact suspects with cheaper contacting methods like mails, post cards, etc. Contact prospects with most friendly systems like phone or web chatting. Always stay in touch with your customers and leads using all possible communication methods.

A normal sales process plan could include following things; engaging with suspects/prospects/leads for gathering required information, converting suspects to prospects to leads to customers, setting rules for qualifying leads, negotiating with the customer and providing cost effective products, closing the sale with right discounts and profits, and updating all the data collected to company database for future sales.

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helps you in automating all the following tasks with ease:

  • Account Management
  • Contact Management
  • Opportunity Management
  • Product Management
  • Quota Management
  • Product Catalogs Creation
  • Activity Management
  • Setting up Customizable Dashboards
  • Custom Status Reporting
  • Sales Document Storage
  • Lead Routing
  • Lead Assignment
  • Territory Management
  • Event Calendaring
  • Task Management
  • Partner Tracking
  • Sales Forecasting
  • Sales Pipeline Visibility
  • Sales Analytics
  • Sales Process Guide
  • Customization Analytics

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