All posts by Adam Henshall


Sales Processes: 20 Checklists to Increase Sales in Your Business and Perfect Your Sales Process

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’ll find 20 structured sales processes based on industry best practices which you can access for free. Simply click Edit Checklist to add any process to your Process Street account, so you can start supercharging your sales process today!

For a quick taster, check out our MEDDIC Sales Process Checklist Template below:

Click here to get our MEDDIC Sales Process Checklist Template!

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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11 Essential Design Processes & Checklists (UX, Web Design, Branding…)

7 Design Processes Checklists

Design is one of those tricky areas of business which some people seem innately good at and others are terrible.

But effective design is crucial to business success.

Here are two key statistics from Adobe which demonstrate how vital design is for your business:

  • Design-driven companies have outperformed the S&P Index by 219% over 10 years
  • Companies that foster creativity enjoy 1.5x greater market share

In the modern digital arena, customers and users expect excellent design and usability more than ever. Poorly designed websites will put customers off or fail to convert those customers who see past the poor layout. Design thinking is business thinking.

For instance, think of any marketing campaign you’ve run. The choice of the images, the font, the location of your call to action are all defined by thinking in terms of design.

For this reason, in this Process Street article, we give you free access to our top 11 design processes and checklists. Simply click on the links below and be directed to your template of choice.

Even websites which appear on the surface to be poorly designed, like Craigslist or Reddit, work because the user experience they provide is one that resonates with the user. A solid design creates more than just conversions, it can create brand loyalty too – keeping your customers coming back for more.

Click on the subheader below to navigate to the relevant section in this article. Alternatively, scroll down for a thorough overview of our top 11 design checklists.

Let’s jump to it!
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How to Use The Deming Cycle for Continuous Quality Improvement

deming cycle headerUnderstanding quality and seeking to improve it is arguably the core purpose behind undertaking process improvements.

But where did this philosophy of process improvement come from?

One key person is William Edwards Deming – sometimes referred to as Edward W. Deming. He’s principally a statistician, but one could even call him a philosopher of science.

Deming’s goal was to reapply the scientific method to business processes, and has left us with two main variants of his thinking: PDSA and PDCA.

In this article we’ll outline:

Deming’s approach is not just about improving processes, but about improving a whole business.

In a recent meta-study from the British Medical Journal, researchers found only 2 out of 73 studies had applied PDSA in a way which fully met criteria. Commenting:

To progress the development of the science of improvement, a greater understanding of the use of improvement methods, including PDSA, is essential to draw reliable conclusions about their effectiveness.

And that’s why we’re writing this article!

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What is an SOP? 16 Essential Steps to Writing Standard Operating Procedures (With Templates)

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🟢✅ Bonus material: SOP Structure Template to help you write perfect procedures

Whether you’re starting a business or trying to improve an existing one, you have to understand how things are going to get done.

What tasks do you need to do? Who needs to do them? What are the best ways to approach these tasks?

Working out how these questions can be answered is the first step toward systemizing your business. The creation of processes and workflows will define the way in which your day to day activities function.

One popular approach to this is the creation of standard operating procedures. The simple definition provided by IBM for standard operating procedures is:

…a set of instructions that describes all the relevant steps and activities of a process or procedure.

Simple.

But how do we create these SOPs? What we need are standard operating procedures for creating standard operating procedures – and some standard operating procedure software. And that’s what we’re going to give you.

We’ll look at:

  • How to create a set of standard operating procedures
  • Some advanced techniques for improving your SOPs
  • Why Process Street is a useful tool for both mapping and following your standard operating procedures

Read through these sections to get clued up:

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30+ Free SOP Templates to Make Recording Processes Quick and Painless

🟢✅ Bonus material: The Ultimate Guide to Business Process Automation

Every SOP Template You'll Ever Need header

Writing standard operating procedures is a cumbersome task but a serious requirement for businesses the world over.

In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. This can help you clinch major clients and demonstrate your professionalism.

However, when you’re starting out with your first SOPs it can be difficult to know where to begin.

That’s why we’ve pulled together a range of the best free SOP templates for you to work from.

Simply go through the available SOPs below and pick out the one best suited to your needs. We’ve included Microsoft Word templates and Process Street ones too. You’ll also find a guide for writing SOPs to help you get started.

Given that it can be intimidating writing standard operating procedures, we have provided a number of industry-specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards.

Read through the following sections to get completely clued up:

Let’s dive in.

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How to Build a Unified Marketing and Customer Service Strategy

customer service strategyThis is a guest article by Alexa Lemzy – customer support manager and blog author at TextMagic, a bulk SMS solution for business. She helps businesses take advantage of mobile and spends hours reading tons of content about customer retention and business workflows.

Modern consumers are used to having the option to contact businesses on social media and other public forums as well as traditional contact methods. What’s more, customers are sharing their opinions and interactions across the internet and social media more than ever. Today, customer service is a major part of your brand image.

This has blurred the lines between marketing and customer service. Consumers want your business to be consistent from marketing and sales to customer support.

Great customer service is also an effective form of marketing, keeping existing users loyal and attracting new leads.

Strengthening the relationship between marketing and customer service can have a big impact on customer satisfaction. By creating processes for collaboration and feedback, you can increase retention while attracting new clients.

In this article for Process Street, we’re going to look at a series of factors which you have to get right to provide a unified marketing and customer service strategy:

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How to Increase Conversion Rate: Useful Strategies and Common Mistakes

increase conversion ratesThis is a guest post from Diane H. Wong; a web developer who specialises in marketing and enjoys sharing her knowledge with others. She has her own column at Do My Writing.

The primary goal of every business is revenue. It’s therefore reasonable to say that the goal of every website is more conversions, leads, sales, or whatever action you want your visitors to take.

To get more action from your visitors, you need to make frequent changes aimed at increasing the effectiveness of your website and all its elements.

It’s normal to be wary of making changes so you don’t switch the wrong button and hurt your website more instead.

Good news is, there are proven ways to play safe and still grow. Conversion optimization has its safe playing too that is, those practices that have been tested and proven to work generally.

In this Process Street article, we’ll look at:

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9 Top Workplace Team Chat Apps for Effective Team Communication in 2020

team chat appsThis is a guest post from Mile Živković, a content writer and work-life balance expert at Chanty – a simple and AI-powered Slack alternative. When Mile isn’t busy writing epic posts on productivity, work-life balance and time management for Chanty blog, he’s probably driving somewhere. His hobbies include cars (huge fan of Alfa Romeo), photography and collecting pocket knives. You can catch him on LinkedIn.

What do you do when there’s work to be done, email communication simply doesn’t cut it anymore and tapping your colleagues on the shoulder is not the ideal solution for communicating in the office?

You use a chat app to collaborate with your team.

With email becoming clunky and outdated and the need for rapid, instant communication at work, the market for team chat apps is ever-growing.

However, with so many options out there, making the right choice can seem impossible. Pricing, the number of users, integrations, searchable history, these are all elements to consider when making a choice for your team.

To make the process a bit easier, we’ve singled out some of the best team chat apps out there with our honest feedback. These are some of the best workplace chat apps out there and we hope we’ll make it easier on you to make a good choice. Let’s dig in!

Team chat apps: The quicklinks!

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What You Need to Know About Remote Working From Our CEO

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Process Street is a 100% remote company. We have been from day one.

But our CEO Vinay Patankar has been remote longer than that. Process Street is Vinay’s third remote company, meaning 10 years of running companies remotely.

At the time of writing, we have around 50 employees across multiple continents and it’s working so well for us that we’ve just sealed our Series A funding round from Accel, Atlassian, and Salesforce Ventures.

We thought now would be a good time to do a deep dive into Vinay’s thoughts on remote work and why his experience of it has kept him remote.

For this Process Street article, we sat down with Vinay to ask him 4 key questions, which we’ve provided links to below:

Vinay has also produced a short video series of key things to learn when working in or running a remote team. You can check these videos out in the section below: Continue Reading

16 COVID-19 Procedures for Hospitals (According to Clinical Experience from FAHZU)

🚨If you’re on the front lines fighting COVID-19 and want to use these processes to help your facility, please contact us and we will set you up with a free account*🚨
covid-19 procedures headerIn the wake of challenges at the scale of the novel coronavirus COVID-19 it is vital that we share as much knowledge as possible to help each other prepare for the problems we face and fight them effectively when they arrive.

This article will compile the procedures outlined in the Handbook of COVID-19 Prevention and Treatment (2020) produced by The First Affiliated Hospital, Zhejiang University School of Medicine (FAHZU).

FAHZU had significant success in tackling the spread of coronavirus within its hospital while seeing successful outcomes and has – in association with the Jack Ma Foundation, AliHealth, Alibaba Cloud, and other partners – released the above handbook to guide hospitals and medical centers around the world, and inform them of effective best practices to fight the coming challenge.

The handbook contains many materials including policies, charts, and imaging examples. In this Process Street article, however, we’ll focus on the process-aligned elements of the guide.

Some of the items we have extracted from the handbook function as linear procedures to guide action, others as processes to guide the setup or auditing of systems.

Each process template will be embedded below with a description. The article will be structured as follows:

Process Street COVID-19 procedure templates quicklinks

The quicklinks to each template are here:

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