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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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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This is a guest post by Rimma Sytnik – a Senior Digital Marketer at Reply with 4+ years of experience with email & messenger marketing, on-page SEO, and link building.

Did you know that a nurtured lead can make, on average, a 47% larger purchase than a non-nurtured lead? Did you also know that perceived indifference can cost you 68% of potential customers?

Buyer journeys are becoming more and more complex, not to mention competitive. To stay afloat, you should maximize every interaction you make with each potential customer. You need to focus on building meaningful relationships with your prospects through consistent personal interactions.

That is exactly what sales engagement is and, coincidentally, what this Process Street post is all about.

In this article, we’ll talk about the importance of sales engagement and give you some tips on how to get started. This is a brief overview of what’s to come:

• What sales engagement means (and why you should care)
• Getting started with sales engagement in three easy steps
• Best practices for effective sales engagement
• How to use Process Street to make your sales engagement work

So, let’s dive in!
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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.

• The MEDDIC Sales Process Checklist Template
• Sales Training Process Checklist
• Weekly Sales Prospecting Checklist
• Cold Calling Checklist
• BANT Sales Qualification Call Process
• Sales Presentation Template
• Sales Pitch Planning Checklist
• Closing The Sale Checklist
• Order Processing Checklist
• Monthly Sales Report
• Churn Prevention Checklist
• Cold Email Checklist for Sales
• Company Research Checklist
• High Touch Client Onboarding for SaaS Companies
• Investor Pitch
• Sales Competitive Analysis Checklist
• Sales Forecasting Checklist
• Sales Onboarding Checklist
• Sales Service Handoff Process
• Upselling Process for SaaS Companies

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.

• Sales processes: What they are and why it is important to have established sales processes
• Our top 20 free sales processes
• A quick tour of Process Street and the benefits of using our sales processes

With that said, let’s get started!
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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:

• What’s the definition of customer engagement?
• The importance of customer engagement
• 5 ways to keep customers hooked & increase engagement
• Use Process Street to aid your customer engagement strategy!

Let’s get started. ⬇️

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This 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. You may consider using a website builder because you can continuously change and improve the design and functionality of your site.

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:

• Our free conversion rate and website optimization process template
• Actionable ways to optimize your website for increased conversion rate
• Basic conversion rate optimization mistakes to avoid
• 2 bonus marketing strategies to increase your conversion rate
• Increase your conversion rate with Process Street

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This is a guest post from Stella Lincoln who works as a Business Executive at Academist Help. She is a passionate blogger and owns the blog Educator House. Lincoln has many years of experience in digital marketing and specializes in search engine optimization (SEO).

In this era of globalization and digitization, marketing takes many forms. We at Process Street recommend one marketing strategy: Make sure you strongly focus on email marketing, or more specifically, your email conversion rates.

Why?

Email marketing is a successful strategy. Done correctly it can bring in the highest Return On Investment (ROI) relative to other marketing channels. Email marketing offers a return of 30x your initial investment.

Wow.

But let me emphasize, such a high ROI is only possible if you get your email marketing right.

How do you get your email marketing strategy right?

One aspect is through email Conversion Rate Optimization (CRO).

Through intuition, I am guessing you are ready to optimize your email conversion rates – after all, you came here. Well, reader, you can use this article as your top-tip list for all things CR and email optimization.

In this article, we give you our 12 top ranking tips to optimize your email conversion rates. You can click on the relevant subheaders below to jump to that given section. Alternatively, scroll down and read all we have to say.

• Optimize your email conversion rates: CRO meaning
• Optimize your email conversion rates: Email optimization and why it is is important
• Optimize your email conversion rate with these conversion rate optimization best practices
• Use Process Street to optimize your email conversion rates

Let’s get started!
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It’s no secret that attracting, satisfying, and retaining customers is becoming increasingly challenging.

The sheer amount of choice and demand for fast, flawless service demands businesses to formulate and execute effective ways to deliver excellent customer experiences.

Without acknowledging the importance of the customer experience at every touchpoint, companies miss out on great opportunities to develop a strong brand identity; opportunities that cannot afford to be missed in a business environment where first impressions are pivotal.

A slew of recent research studies provides us with the data to support this perceived demand to enhance customer experiences.

McKinsey research found that 70 percent of buying experiences are based on how the customer feels they are being treated—and a large part of that has to do with showing the customer you (as the brand) care about them, and value their business.

It’s also been found that 58% of consumers are willing to spend more on companies that provide excellent customer service throughout the buying process.

To cap it off, the Digital Marketing Trends Report by Econsultancy and Adobe asked companies to indicate the single most exciting opportunity for their organization in the upcoming year – and, yes indeed, customer experience came out on top.

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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.

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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This 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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