Sales Process Creation

Donn Erbert Barrera

Sales Manager
Operations Manager
ClickUp
Google Drive
Slack

Objective: To streamline and optimize the sales process of an Outsourcing Agency to improve conversion rates, shorten the sales cycle, and enhance client acquisition and retention.

Scope:

  1. Client Research and Segmentation: Conduct thorough market analysis to understand client needs, behaviors, and segments. Develop personas for key client types to tailor the sales approach effectively.
  2. Sales Process Mapping: Outline the current sales process to identify bottlenecks, inefficiencies, and areas for improvement. This includes lead generation, initial contact, needs assessment, solution pitching, negotiation, closing, and follow-up.
  3. Technology Integration: Evaluate and implement CRM and other sales automation tools to enhance lead tracking, customer relationship management, and data analysis. Ensure seamless integration with existing systems.
  4. Sales Training Program: Develop a comprehensive training program focusing on consultative selling techniques, product knowledge, and client management. This includes regular training sessions and updates as the product/services evolve.
  5. Performance Metrics and KPIs: Define clear metrics and KPIs to measure the effectiveness of the sales process, including lead conversion rates, average deal size, customer satisfaction scores, and sales cycle length.
  6. Feedback Loop: Establish a structured feedback system to continuously gather insights from sales teams and clients to refine the sales process and approaches regularly.




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