All posts containing sales


Sales Processes: 19 Top Checklists to Increase Sales in Your Business

9 checklists sales processes

For sales professionals today, only 34% of their time is spent selling.

This begs the question, what are they doing for the remaining 66% of the time?

Sales teams struggling to keep up with data entry, quote generation, and other tasks drag sales reps away from potential leads. As such, 54% are expected to miss their quotas every year.

What you need are optimized sales processes that outline the best sale practices drawing from up-to-date research and findings.

This is where Process Street comes to save the day.

In this article, you are presented with 19 top sales processes you can access for free. For a quick taster, check out our Weekly Sales Prospecting Checklist given below.

Click here to access our Weekly Sales Prospecting Checklist!

You can click on the relevant link below to jump to your template of choice.

Click on the subheader below to jump to the relevant section, alternatively scroll down to find out all we have to say and perfect your sales processes.

With that said, let’s get started!
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4 Virtual Conference Process Templates to Cut Costs & Increase Sales

virtual-conference

I shouldn’t be here.

I should be sitting in a field, sipping a lukewarm cider, waiting for Aerosmith to come on stage and blow me away.

I should’ve been at the Glastonbury music festival; the UK’s (muddier) equivalent to Coachella.

But thanks to Covid-19 I’m not.

I’m stuck in my hot, stuffy office.

Although it’s heartbreaking, I’m not the only person affected by the decision to cancel the biggest event in my calendar, and music festivals and social occasions aren’t the only events to get canned because of the pandemic.

Most business trips, in-person meetings, and big, costly conferences have also been canceled or postponed.

In fact, talking of conferences, the number of canceled conferences is said to be costing the economy billions. As a direct example, the losses from major tech conferences alone have soared beyond $1 billion.

But, before you start contributing to these losses and canceling your own conferences, there is another way.

Welcome to the world of virtual conferences.

As more and more businesses start to think of new, innovative ways to carry on with ‘business as usual’ during this troubling time, this Process Street post takes a look at the virtual conference. Not only is it a stop-gap until the virus disappears and normal life resumes, but it’s a great permanent replacement for the traditional, physical conference.

Join me as we discover the answers to the following questions:

Plus! On top of all that, we’ve developed four virtual conference process templates that you can use, for free, to help you plan and run the best, kick-ass virtual conference.

If you’re itching to see them, dive in and take a sneak peek:

Or pop into any of the other templates in this post directly from this list:

Take that Covid-19! We’re going virtual…
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11 Free Templates to Perfect Your Sales Onboarding Processes

Sales Onboarding

Studies show great employee onboarding improves employee retention by 82%. When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.

Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.

In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.

This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.

  1. Sales Onboarding Checklist
  2. Diversity Hiring Process
  3. Ari Meisel’s How to Streamline the Hiring Process Guide
  4. Code of Conduct Policy Adherence Process
  5. Employee Background Check
  6. Employee Developmental Plan Template
  7. Employee Satisfaction Survey
  8. Performance Management
  9. Performance Review Template
  10. Training Plan Template
  11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

Let’s get started, shall we?
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Customer Engagement: How to Keep Your Customers Hooked Throughout the Sales Cycle

customer engagement

This is a guest post by Sawaram Suthar, the head of marketing at Acquire and also a founder of Jagat Media. A digital marketing consultant, he has experience in branding, promotions and page optimization, along with research and strategy. He has an MBA from the University of Pune.

Engaged customers are any business’s biggest asset.

Seeing as customers are what make or break a business, you should do everything in your power to keep them engaged at all times.

But customer engagement is a tough coup to pull off.

A study conducted by Hall and Partners revealed that almost two-thirds of a company’s profit depends upon how effective customer engagement is. Another study found that 84% of customers think the experience provided to them by a company is far more important than its products and services. In simple terms, the success of your brand is dependent upon the quality of customer experience you can deliver.

In this guest post for Process Street, I’ll tell you how you can level up your business’s customer experience, thereby engaging customers further.

Specifically, we’ll be looking at:

Let’s get started. ⬇️

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The Most Effective Sales Negotiation Skills to Boost Customer Satisfaction

Adam Henshall
October 17, 2019

negotiation skillsThis is a guest post from Olivia Harp, whose easy-reading, approachable pieces help bring important business and negotiation skill-building content to new audiences in an accessible way. With a degree in linguistics, Olivia excels in creating her own engaging content.

Sustaining customer satisfaction can be challenging in business. However, there are several ways to improve your sales and customer satisfaction at the same time. Improving your sales negotiation skills is an overlooked low hanging fruit route to making a positive impact on your customer relations.

Through sales negotiation training, you can learn how to identify your customers’ needs better. Understanding your customers puts you in a position to offer better services. By improving your customer relations, you may be able to attract and retain more customers.

This article outlines practical negotiation tips to increase your customers’ satisfaction.

In this Process Street article, we’ll cover:

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What is Conversion Rate Optimization? 5 CRO Hacks to Boost E-Commerce Sales

What is Conversion Rate Optimization

This is a guest post by Jessica Bruce. Jessica is a professional blogger, guest writer, Influencer & an eCommerce expert. She’s currently associated with ShopyGen as a content marketing strategist. She also reports on the latest happenings and trends associated with the eCommerce industry. Follow her on Twitter.

As soon as a new eCommerce website launches, there’s a race to get as many visitors as possible.

The race certainly isn’t easy, and what makes it harder are the additional hurdles that come up along the way. One of these hurdles, as you may or may not know, is the acquisition of conversions.

Conversion is the most crucial acquisition for any eCommerce business. An eCommerce business cannot survive with mere website traffic; it needs conversions to drive revenue.

“Trying to increase sales simply by driving more traffic to a website with a poor customer conversion rate is like trying to keep a leaky bucket full by adding more water instead of plugging the holes.”Bryan Eisenberg, Call to Action: Secret Formulas to Improve Online Results

That’s why, in this post, we’ll be looking at what conversion and CRO (conversion rate optimization) are, how to calculate conversion rates, in addition to giving you a handful of free, useful CRO hacks that will boost your eCommerce sales.

What is conversion? And what is CRO?

Before digging deeper, let’s consider what conversion actually is first.

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7 Reasons Why Social Selling Is A Must For Every Salesperson

social selling

The following is a guest post by Deepti Jain, an engineering student who has a knack for writing and is currently working at AeroLeads as a content writer.

Social Selling is a buzzword these days.

I doubt it surprises people anymore given how huge social media is.

I don’t think people realize just how big it is.

According to Statista, 3.02 Billion of the world population will be using social media by 2021.

social-selling-1

I know it gets a bad reputation sometimes and folks involved in B2B businesses are often a bit skeptical of leveraging social selling.

What they don’t realize is that they are missing out on a lot of leads, ROI, revenue, yadda yadda yadda.

In fact, Neil Patel, the marketing guru, recently discussed in his blog how he generated $332,640 in 3 months from Instagram alone.

Did this change your stance on social selling?

Hah! I knew it would.

However, if you are still not sold on the idea of social selling, then also don’t fret.

Today, I have rounded up some solid reasons why social selling is important for every salesperson.

Let’s begin!

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10 Ways to Use Personalized Marketing to Boost Your SaaS Sales

content personalization

This is a guest post from Emil Kristensen, CMO and co-founder of Sleeknote: a company that helps e-commerce brands engage their site visitors—without hurting the user experience.

If you have a SaaS company but you’re not using personalized marketing, you’re missing out on one of the biggest opportunities to grow.

The reason?

SaaS companies are different than many traditional models. Instead of building up to a one-off purchase, SaaS benefits from a long relationship with a customer.

That means you can increase brand loyalty in ways most consumer products cannot, and you have a host of personalized marketing data at your disposal.

Today we’ll look at the three most effective ways to use personalized marketing in SaaS to increase your sales: through your emails, website, and app.

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Outlook Add-ins for Sales: How to Best Convert Prospects into Customers

outlook add insThis is a guest post from Kyle Anderson; a freelance tech journalist whose typical day is spent scouring the web for the latest developments in the world of business tools and software. He loves any type of software that automates his life! For his pastimes, he is an avid lover of travelling, poetry, and photography.

When it comes to prospecting and the wider sales process, there’s never a shortage of tools you can use to make your work easier and more efficient. One of the most versatile of them is Outlook, a Microsoft tool that is popularly known for email and business calendar management.

However, Outlook is not limited to just these two functions.

You can easily unlock its hidden power by integrating it with compatible add-ins and other extensions. In the end, you’ll be able to complete a broad range of business functions including market/customer research, communication with your clients, document sharing, accounting, and more.

In this Process Street post, we take a look at how you can run a successful outreach campaign for your sales cycle using Outlook and its supported add-ins.

We’ll cover:

  • Lead qualification Outlook Add-ins
  • Email template Outlook Add-ins
  • Meeting scheduling Outlook Add-ins
  • Contract signing Outlook Add-ins
  • Accounting and invoicing Outlook Add-ins

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Learn How to Sell: Sales Basics With Champion Jeffrey Gitomer

Adam Henshall
February 15, 2019

learn how to sellBeing able to sell is a skill.

You know this if you’ve ever tried working in sales.

My first efforts working in a sales capacity were slow.

There were no management structures in place in that small startup to support me, train me, or guide me.

I was going it solo.

There was a lot to learn and, in a role which thrives on confidence, a lot to be anxious about.

Learning the basics of how to sell is important even if you feel you have the natural skills to do well in the area.

For me, learning the basics of the trade came from a little book. A little red book. Jeffery Gitomer’s Little Red Book of Selling, to be precise.

After recommending our audience Gitomer’s text in my best sales books roundup post, I managed to sit down with our best selling author and sales champion to explore the craft.

In this Process Street post, we’ll cover:

  • To learn how to sell, you have to learn to communicate well
  • The Little Book of Selling: 12.5 Principles of Sales Greatness
  • How to make sure you get things done
  • Build your personal brand and support it with social media
  • How to use humor as an effective tool
  • How to understand what’s required for sales leadership

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