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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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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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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