Sales

Sales process automation:
How great sales teams become outstanding

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Trusted by more than 3000 companies

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your targets with Process Street

Win more deals… faster!

Unleash the power of sales process automation with Process Street. We help your sales team eliminate task duplication and unnecessary complications, freeing up vital time for relationship building and deal closure using our dynamic sales software.

Transform your sales playbook into a winning formula

Every high-performing sales team knows the value of consistent and proven strategies. Process Street provides robust features that ensure seamless compliance and regularity in your sales operations, making it an invaluable sales tool.

One team, unified by one goal

Empower your sales team with process management that supports real-time collaboration. Our platform ensures that everyone stays on the same page, leading to improved team productivity and heightened deal-closing capabilities.

Boost sales IQ: Get insights at a glance

Our platform delivers precise reporting and analytics that empower your sales teams to evaluate process effectiveness, monitor progress, and refine successful strategies with the help of our cutting-edge Process AI.

Harmonize your sales tools

Process Street easily integrates with your current CRM system and other sale tools. This seamless integration ensures easy adoption by your team while ensuring no potential leads falls through the cracks.

For teams from startup to stardom

As your sales team grows, Process Street easily scales to meet your expanding needs. Whether your team is 5 or 500, we can help manage and optimize your sales processes, supporting your ongoing.

Common use cases

Lead Management

Create workflows that facilitate deal prospects from the initial conversation stage until closing the deal and ensure deal accuracy and accountability.

Problem

Managing leads manually can be overwhelming, leading to missed opportunities and low conversion rates.

Process Street Solution

With Workflows, the process of managing leads from acquisition to conversion is automated, ensuring no lead falls through the cracks and improving conversion rates.

5-Step Process for Lead Management with Process Street

Lead Management Workflow Setup: Sales teams set up a lead management workflow in Process Street. This workflow includes steps such as lead capture, lead qualification, lead nurturing, conversion, and tracking.
Lead Capture and Qualification: Workflows integrate with your CRM or lead generation tools to automatically capture leads. It then qualifies these leads based on set criteria like customer profile, engagement level, and potential revenue.
Lead Nurturing: Once leads are qualified, Workflows automates the nurturing process. It schedules personalized follow-ups, reminders, and content sharing at each stage of the buyer's journey.
Lead Conversion: Workflows help manage the conversion process, from scheduling sales calls or demos to sending a proposal and closing the sale.
Tracking and Optimization: The Workflow tracks the performance of each lead through the sales pipeline, providing valuable insights into the lead management process and areas for improvement.

Benefits for Customers

Efficiency: By automating the lead management process, sales teams can ensure no lead falls through the cracks, increasing the efficiency of sales operations.
Improved Conversion Rates: With automated lead nurturing and conversion steps, companies can improve conversion rates, resulting in increased revenue.
Personalized Communication: Workflows enable personalized communication with leads at each stage of the buyer's journey, improving engagement and conversion chances.
Data-Driven Decisions: Tracking and optimization features provide data-driven insights, helping sales teams to refine their lead management strategies and improve results over time.
Time-saving: Automation of the lead management process frees up sales teams' time, allowing them to focus on strategic tasks and high-priority leads.

Sales Forecasting

Harness data-driven insights to drive accurate sales projections and optimize business performance.

Problem

Collecting and analyzing data for sales forecasting is often a manual process, leading to inaccurate predictions and unpreparedness.

Process Street Solution

The Workflow automates the process of collecting and analyzing data for sales forecasting, leading to accurate, timely predictions, and strategic planning.

5-Step Process for Sales Forecasting with Process Street

Sales Forecasting Workflow Setup: Sales teams set up a sales forecasting workflow in Process Street. This workflow includes steps such as data collection, data analysis, sales forecasting, review, and strategy adjustment.
Data Collection: The Workflow integrates with your CRM to automatically collect relevant data, such as past sales, current opportunities, market trends, and customer behavior.
Data Analysis: Using built-in analytics or third-party integration, Workflows process this data to identify trends, patterns, and predictive factors.
Sales Forecasting: Based on the analysis, Workflows generates accurate sales forecasts for specified periods. These forecasts are presented in visual, easy-to-understand formats, assisting in decision-making.
Review and Strategy Adjustment: Workflows schedule periodic reviews of the sales forecasts and their accuracy. Based on these reviews, sales strategies can be adjusted to align with the forecast and market conditions.

Benefits for Customers

Accuracy: Automating the sales forecasting process can significantly increase accuracy, resulting in more reliable predictions that help guide business decisions.
Time-saving: The automation of data collection and analysis saves time, allowing sales teams to focus more on strategic activities.
Strategic Planning: Accurate and timely sales forecasts enable better strategic planning, ensuring preparedness for market changes and customer demand.
Continuous Improvement: With periodic reviews and adjustments, sales forecasting becomes a process of continuous learning and improvement, enhancing its effectiveness over time.
Data-Driven Decision-Making: The automation of sales forecasting supports data-driven decision-making, enhancing the overall sales strategy and performance.

Sales Pipeline Management

Leverage data sets to identify bottlenecks and improve sales conversions.

Problem

Our customers often struggle with pipeline bottlenecks that reduce sales conversion rates.

Process Street Solution

By utilizing Process Street's data sets, customers can identify these bottlenecks and implement strategies to improve their sales conversions.

5-Step Process

Identify the Problem: Use Process Street's data sets to delve into your sales data. Understand where conversion bottlenecks occur in your pipeline by examining at what stage potential customers drop out. Analyze your historical data to pinpoint recurring patterns causing these issues.
Create a Data Set: Set up a customized data set in Process Street. Incorporate all relevant fields that influence your sales conversions such as prospect source, contact frequency, engagement level, follow-up time and more. The aim here is to focus on factors that directly impact your conversion rate and are parts of the bottleneck problem.
Establish a Workflow: Using the data set, develop a tailored workflow for your team designed to address the identified bottlenecks. The workflow could include tasks for regular data monitoring & updates, efficient steps for follow-ups, and corrective and preventive actions.
Foster Collaboration: Share your newfound insights and workflow improvement strategies with your team. Encourage team-level collaborations by utilizing task comments and chat them through.
Measure Results: Continuously track and measure the efficiency of this new workflow. The effectiveness can be evaluated by improvements in sales conversion rates over time. Make necessary refinements based on data-driven insights.

Benefits for Customers

Error Minimization: Data sets reduce the chances of human error by automating tasks that are prone to mistakes, ensuring a smoother, more accurate pipeline.
Efficiency Boost: By identifying and addressing bottlenecks, your sales process becomes more streamlined, ultimately leading to improved team productivity and more efficient usage of resources.
Insightful Data-Driven Decisions: The use of data sets empowers you with the necessary data to make informed decisions regarding your sales process.
Organized Workflow: By creating a structured workflow, your team gets a clear picture of what needs to be done, reducing confusion and ensuring consistency in operations.
Enhanced Communication and Collaboration: Improved transparency, sharing of actionable insights, and collaboration results in more coordinated efforts for tackling pipeline bottlenecks. Process Street's operational enhancement leads to stronger team cohesion and effectiveness.

Proposal and Contract Management

Simplify the proposal process by using workflows that standardize the production process, task allocation, and approvals.

Problem

Creating, approving, and tracking proposals and contracts manually can be time-consuming and prone to errors, impacting deal closures.

Process Street Solution

Workflows streamlines proposal and contract management, ensuring accuracy and timeliness, leading to quicker deal closures.

5-Step Process for Proposal and Contract Management with Process Street

Proposal and Contract Management Workflow Setup: Sales teams set up a proposal and contract management workflow in Process Street. This workflow includes steps such as proposal creation, approval, contract drafting, contract review, and tracking.
Proposal Creation and Approval: Workflows integrate with your proposal software to automatically create proposals based on predefined templates and customer information. It then routes the proposal for internal approvals, ensuring accuracy and consistency.
Contract Drafting and Review: Once a proposal is approved, Workflows aids in drafting contracts. It can populate contract templates with the agreed terms and route the contract for internal review and external negotiation.
Contract Execution and Storage: After finalizing the contract, Workflows automates the execution process, ensuring all parties have signed. It also archives the executed contract for easy access and reference.
Contract Tracking and Renewals: Workflows track the contract's key dates, send reminders for milestones or renewals, and initiate the renewal process if needed, ensuring no missed opportunities.

Benefits for Customers

Efficiency: By streamlining proposal and contract management, sales teams can ensure speed and accuracy in these critical stages of the sales cycle, resulting in quicker deal closures.
Error Reduction: Automation reduces the likelihood of human error in the proposal and contract drafting stages, ensuring more accurate and professional documents.
Better Tracking: With automated contract tracking, key dates, and milestones are never missed, keeping deals on track and customers satisfied.
Time-saving: The automation of proposal and contract management frees up sales teams' time, allowing them to focus on customer relationships and strategic selling activities.
Improved Compliance: Automatic archiving of executed contracts ensures easy access to critical documents, aiding in audit readiness and compliance with contract management standards.

Team Commission Tracking

Streamline sales incentives for enhanced performance and transparent compensation management.

Problem

Tracking and calculating sales commissions manually can lead to inaccuracies and delays, impacting sales team motivation.

Process Street Solution

With Workflows, the process of tracking and calculating sales commissions is automated, ensuring accuracy and timeliness, and keeping the sales team motivated.

5-Step Process for Sales Commissions Tracking and Calculation with Process Street

Sales Commissions Workflow Setup: Sales managers set up a sales commission tracking and calculation workflow in Process Street. This workflow includes steps such as sales tracking, commission calculation, review, and payment initiation.
Sales Tracking: Workflows integrate with your CRM or sales management software to automatically track sales data, including deal closures, contract values, and sales rep details.
Commission Calculation: Based on pre-defined rules and commission structures, Workflows calculates the commission for each sales rep accurately, reducing the likelihood of errors.
Review and Approval: Once calculated, the commission amounts are sent for internal review and approval. Any disputes or discrepancies can be tracked and resolved within the system.
Payment Initiation: After approval, Workflows initiates the payment process, ensuring the timely payout of commissions to the sales team.

Benefits for Customers

Accuracy: By automating the process of sales commission tracking and calculation, the likelihood of errors is significantly reduced, ensuring sales reps receive the correct commission amounts.
Timeliness: Automatic commission calculation and payment initiation ensure that sales reps receive their commissions promptly, boosting their motivation and morale.
Transparency: The entire process, from sales tracking to commission payout, is transparent and traceable, creating trust and reducing disputes over commission payments.
Efficiency: The automation of the commission process saves considerable time for sales managers and finance teams, allowing them to focus on strategic tasks.
Motivation: Timely and accurate commission payments contribute to a motivated sales team, driving performance and results.

Popular templates

Customer Onboarding

1. Input account manager details

2. Send contract for signing

3. Decide if there is opportunity for expansion

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Sales Metrics Report

1. Gather organic data from the analytics tools
2. Compare performance
3. Identify action items to improve service delivery

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MEDDIC Sales Process

1. Clarify the decision-making process
2. Consider how your solution could ease pain
3. Find your champion

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Order Processing

1. Check product is in stock
2. Notify customer of delivery confirmation
3. Assign a follow up to check customer satisfaction

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Churn Prevention

1. Identify key points of value
2. Identify the root cause(s) of the problem
3. Describe your ideas to increase value

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Sales Competitive Analysis

1. Identify key terms/messaging
2. Identify recent popular posts
3. Evaluate their pricing plan

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Security & privacy

We are dedicated to ensuring that we continually meet and exceed
compliance and regulatory standards for information security and data privacy.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results