Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

In this Process Street post, we’ll be covering:

• How does RevOps differ from Sales Operations?
• What is the purpose of RevOps?
• Are you making the most of the tools at your disposal?
• What are the primary responsibilities of the revenue Ooperations department?
• The commercial software that’s supporting its own expansion as well as its clients
• How can RevOps increase sales growth?
• What has caused this shift, and why is RevOps now on the rise?
• Could your business benefit from revenue operations?
• What is preventing businesses from taking advantage of RevOps?
• How do I get started with RevOps?

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“To succeed, jump as quickly at opportunities as you do at conclusions.” – Benjamin Franklin

Is your sales team prioritizing their time and channeling their efforts for the highest return? Are you sure you have the systems in place to take advantage of every sales opportunity that presents itself to you, from outreach to closing the deal?

Over the years, our sales team has built a few processes that help them maximize the impact of their daily recurring tasks. In turn, these processes are partially responsible for helping us along the way to over 450,000 registered users, including likes of Colliers, Salesforce, Accenture, Spotify, and Airbnb.

In this Process Street article I’ll share some of those sales processes with you.

We’ll cover how our sales team has used checklists to:

• Identify & lock-onto our highest value leads: According to the CMO Council, lost productivity and poorly managed leads cost companies at least $1 trillion every year. We don’t want to even lose $1 due to lost productivity. By using Process Street our sales team can manage leads efficiently.
• Quickly and easily respond to requests for trial extensions, discounts, upgrades, and more: From trial extensions, pricing, product explanation, and demos, a Process Street checklist can be created and run for all sale requests, standardizing processes and keeping teams abiding by best practice.
• Capture important information during the sales cycle: According to Accenture, 42.5% of sales reps take 10 months or longer before they contribute to the company goals. Capturing sales data helps Process Street’s sales team create actionable sales insights, insights both the sales leaders and reps can refer to and rely on to better reach their goals.

These processes are mainly used by our Account Executives every day – and I’ll cover how each of the checklists map to each stage of the sales cycle.

• A day in the life of a Process Street Account Executive
• Where checklists fit into the sales cycle
• How our account executives use sales checklists to make their job easier
• 6 more top sales processes for you to capture and close high-value deals

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This is a guest post written by Kashyap Trivedi. Kashyap is a Project Manager, working with an awesome team at Launch Space. He helps SaaS companies conquer the SERPs with Expert Outreach. When he is not working, you’ll find him playing Table Tennis or Meditating.

The Sales, Marketing, and Support teams form the three significant points of a business’ interactions with customers. Because of this, they must work together to create a seamless transition for the customers that are moving from one stage of the buying process to another.

When all three teams work together in sync, they can easily help each other to reach organizational goals quickly. This article will show you how these three teams can work together and how your business can benefit from it. To jump to a specific section of the post click the appropriate link below.

• How the Sales team can help the Marketing & Support teams
• How the Marketing team can support the Sales & Support teams
• How the Support team can help the Marketing & Sales Teams
• Designing a perfect process for an optimized Sales, Marketing, and Support team sync
• Using Process Street for synchronized cross-departmental collaboration
• Cross-departmental collaboration: Key takeaways

Let’s start with Sales.
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This is a guest post by Reese McKnight. Reese is a sales veteran and editor over at JookSMS, a messaging platform for teams and customers. Hailing from Royersford, Pennsylvania, she started out as a sales assistant in local advertising. Her favorite pastime is trying out new cuisines and board games.

Widespread business changes, caused by COVID-19, have affected global trade and supply chains significantly.

Hundreds and thousands of businesses around the world are having to navigate newly implemented no-contact policies for the safety of both themselves and their clients.

What does this mean for logistics & inventory management?

This question, and more, will be answered in this Process Street as we go through the following topics:

• Logistics & inventory management: What’s the current state of play?
• No-contact policies in logistics & inventory management
• 4 steps to help you manage your inventory with a no-contact policy
• 7 top tips help you manage logistics with a no-contact policy
• Logistics & inventory management in a nutshell

Ready?
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“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” – John Wanamaker, 19th-century marketing pioneer

Fortunately, it’s no longer the nineteenth century.

Thanks to wondrous advancements in technology, you now have all the tools you need to determine exactly what is working within your sales processes and why.

How? Through the use of sales metrics.

Sales metrics help to identify the strengths and weaknesses of your marketing and sales strategies. They also provide insight into how much your business spends on securing a lead and allow you to monitor and analyze the progress of your marketing actions.

The question is: which sales metrics should you be tracking? 🧐

This Process Street blog takes you through 11 of the most valuable sales metrics, how to calculate them, and how to turn the metric’s data into actions that encourage your business to grow.

To jump to a specific section of the post click the links below:

• What are sales metrics?
• 11 essential sales metrics for digital businesses
• Make your sales metrics actionable

Alternatively, to get fully clued up on all 11 metrics and how to use their data in an actionable, positive way – just keep scrolling. 👇🏼

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For organizations, updating prices is like getting plastic surgery (I imagine).

You’re painfully aware that people can see what you’ve done, but under no circumstances will you ever talk about it. It’s a forbidden topic.

“The first rule of pricing is: you do not talk about pricing” – Medium, The First Rule of Pricing is: You Do Not Talk About Pricing

Until now. I’m sticking two fingers up to the stigma surrounding pricing and I’m lifting the lid to reveal what goes on, behind the scenes, when organizations like Process Street change their SaaS price model.

😱

I know. I’m brave, right?

Over the last few weeks, I’ve coerced and cajoled the Process Street pricing team into sharing some of the biggest pricing lessons we’ve learned (sometimes the hard way), since we launched in 2013.

And, here they are…

• SaaS price model lesson #1: Pricing is a never-ending process
• SaaS price model lesson #2: Pricing is about perception
• SaaS price model lesson #3: Yearly is better than monthly
• SaaS price model lesson #4: Listen to customers, not competitors
• SaaS price model lesson #5: Involve the whole team

Curious?

Let’s hope I still have a job at the end of this… 🤞

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This is a guest post by Victor Eduoh, a SaaS content strategy consultant and copywriter. He helps early- and growth-stage SaaS companies drive growth, using the SaaS content topic clusters strategy and Product-Led Storytelling, two concepts he developed.

“And, after all, winning business is what writing proposals is all about.” Tom Sant, in his bestselling book, Persuasive Business Proposals, continued:

“Although a great proposal by itself seldom wins a deal, a bad proposal will definitely lose one.“

Tom is right.

Writing a consulting proposal isn’t a silver bullet to land your next client. But fail to craft an excellent, professional one and you won’t close any deal.

Since you found your way to this post, you don’t want that, right? We don’t want it either.

So, in this Process Street article, you’ll find ten practical steps to make your next consulting proposal excellent (i.e., worthy of closing deals).

Here’s what we’ll cover:

• What is a consulting proposal?
• How do I write a consulting proposal?
• What should you include in a consulting proposal?
• How do you format a consulting proposal?
• My proposal winning superpowers

Sound good? Read on for a free checklist to get started.
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Etymologically-speaking, the word “template” has an interesting history. Our modern usage of it is linked to the Proto-Indo-European word “tempos”, which means “to stretch”. Specifically, though, it refers to time and the stretching of it.

As time-bound human beings, making use of templates allows us to have more time each day. By completing recurring processes and actions far faster overall whether they’re marketing processes or sales processes, we’re able to, in a way, cheat time itself.

For sales teams, templates are a necessity for both cheating time and doing great work, repeatedly.

Seeing as 20% of sales staff turnover happens within the first 45 days, there needs to be a thorough, documented template for how to onboard staff properly. Similarly, for the sales process itself, there needs to be a sales process template (or better yet, templates).

With such playbooks at hand, it could help your team become high performers by a whopping 33%!

That’s why, in this Process Street post, I’ll discuss what a sales process template is, provide you with a stellar sales process template, and tell you how you can use more or even build your own templates from scratch.

Just read through the following sections:

• What is a sales process template?
• Why sales lead qualification is the most important sales process
• Have sales reps utilize a template for every stage of the sales process
• Use Process Street to revolutionize your sales team!

Or, if you can’t wait and want to start using the aforementioned stellar sales process template, here’s our MEDDIC Sales Process Checklist Template:

Click here to get the MEDDIC Sales Process Checklist Template!

Carry on reading to find out how to cheat time further. ⏳

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From sales prospecting to cold calling and emailing, and qualifying leads to closing the sale, it’s a well-known fact that sales reps have their work cut out.

But did you know that, according to research by The Bridge Group, 1/3rd of salespeople fail to meet their sales quotas? Not just from time-to-time either, but on a permanent basis.

As somebody who’s at the helm of your sales team, it’s your duty to supply your colleagues with the right systems, processes, and tools. You must make sure your team succeeds.

For sales success – specifically, qualifying leads for the sales pipeline properly, getting higher close rates, meeting quotas, and dramatically boosting your bottom-line – use the MEDDIC methodology and process.

Never heard of MEDDIC before?

No sweat.

Read through the following sections in this Process Street post to get clued up:

• What is MEDDIC?
• Why is the MEDDIC sales methodology so useful?
• How to do the MEDDIC sales process properly
• Bolster your sales team’s efforts with Process Street!

Or, if you wanted to make use of our MEDDIC Sales Process Checklist Template straight away, grab it here:

Click here to get the MEDDIC Sales Process Checklist Template!

Let’s dive on in. 📈

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If there’s one thing the COVID-19 pandemic has taught the world of business (apart from that remote work is the future), it’s this: We aren’t prepared for disruption.

Supply chains, in particular, suffered a massive shockwave, with supermarkets, shops, and services being unable to operate the way they did before the virus struck. In fact, more than 3,000 suppliers in China were driven to force majeure declarations in the first few months alone.

As the world moves toward a new normal, you’ll be thinking about disruption and risk a lot more than you had done previously.

For businesses using suppliers, it’s necessary – now more so than ever – to establish a stellar procurement process to ensure goods and/or services can always be secured, no matter if micro (small, every day) and macro (large, extraordinary) disruptions happen.

That’s why, in this post, I’ll be discussing what the procurement process is, the benefits a documented and solid process brings, what the flow of a robust procurement process looks like, and how Process Street can help.

Read through the below sections to get up-to-date:

• What is procurement and the procurement process?
• The benefits of the procurement process
• The procurement process flow (with a procurement process example)
• Use Process Street for procurement and all other business needs!

Or, if you just wanted to get your hands on a procurement process that you can default to in every day and extraordinary situations alike, grab it here:

Click here to get the Procurement Process Checklist Template!

Ready to become a pro at the procurement process? 📦
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