Salesforce is strongest when the CRM record is not the end of the workflow. The Salesforce AppExchange ecosystem can add quoting, proposals, financial services controls, nonprofit fundraising, gamification, admin governance, forms, inventory, calling, analytics, and workflow automation around the same account, contact, and opportunity data.

The best Salesforce apps are the ones that make sales operations easier to run: cleaner records, faster approvals, better handoffs, and clearer reporting. Process Street helps teams connect that app stack to repeatable work through its Compliance Operations Platform: Docs for procedures, Ops for workflow execution, Cora for AI-assisted process work, and integrations across Salesforce and thousands of other tools. For teams standardizing Salesforce-connected work, workflow automation matters as much as the app list itself.

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You would not implement an unproven strategy based on gut feeling alone, and B2B sales management should be no different. Good strategies are based on research, and sales management statistics become useful when they help you hit your targets, inspect the changing state of B2B sales, and decide which sales processes need stronger ownership.

Facts and figures are not much use unless you act on them, so this post pairs the biggest sales management problems with practical processes you can use in your own organization. Bookmark this list the next time you are improving your B2B sales management strategy, sales operations, onboarding, automation, or ongoing training.

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SaaS, the great equalizer.

Thanks to SaaS (software-as-a-service) countless businesses of all sizes have moved to cloud-based apps to solve everyday problems in ways only available before to big companies willing to shell out thousands for software licenses. Smart startups can harness the power and efficiency of larger teams by cutting out the robotic admin work from their processes and zeroing in on what really matters: generating leads, closing deals and keeping customers happy.

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Email marketing templates give your team a repeatable way to plan, write, send, measure, and improve campaigns without starting from a blank page every time. The right template is not only copy. It is the workflow behind the email: who owns the audience, who approves the message, when the campaign launches, and how results are reviewed.

Email remains one of the highest-ROI marketing channels. Litmus reports that email averages $36 back for every $1 spent, but that return only shows up when teams run the process consistently.

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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, understood the measurement problem sales teams still face.

Fortunately, advancements in technology now give you the tools to determine what is working within your sales processes and why. These 11 game-changing sales metrics help you calculate performance, identify weaknesses, and turn metric data into action.

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You have probably read a hundred CTA breakdowns that stop at “the button is red, which makes it stand out.” Useful, but it leaves the harder questions on the table. Why is the call to action where it is? Why is it that shape? What is the CTA actually trying to do, and how does the page behind it set that up?

This post takes apart 12 calls to action in detail. No one-line summaries. For each one you will see the design choice, the strategy behind it, and the lesson you can carry into your own CTAs, whether you are designing a SaaS landing page, a popup, an email button, or a sign in a physical store. CTAs now also have to read clearly to AI summary boxes and agent-driven product UIs, so the same design fundamentals pay off in even more places.

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In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients.  However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading

Why do you need a MEDDIC process in place?

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 Template straight away, grab it here:

Click here to get the MEDDIC Sales Process Checklist Template!

Let’s dive on in.

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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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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