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A well conceived, planned, and executed best practices sales process is the foundation for successful selling. Instead of trying to manage results, a successful process manages activities that lead to results.

A review of most organizations would show accounting, manufacturing, engineering, R&D, and human resources have established written operating processes. But for some reason, many organizations fail to structure processes for the one department that each of the others rely so heavily upon - sales. 

Take the test

Does your organization suffer from lack of sales process symptoms?

Can your sales personnel performance be quantified on a monthly basis?
Is sales performance equated to forecasting and making quota?
How many of your salespeople make their quota?
How many can forecast on an opportunity level?
Do hiring errors go undetected for months or years?
Do managers lack a method to assess individual selling skills?
Can managers develop individual action plans to assist their salespeople?
Can management, other than by quota, evaluate its sales force?
How do you control the pipeline and selling activities on an ongoing basis?
Do senior executives accept their manager's forecast solely on faith?
Can management design compensation plans to drive sales behavior?

Without a clearly defined process, sales become a case of "ready, fire, aim".

Sales Process

A codified sales process consists of steps that ensure sales team success. Leveraging client knowledge supported by market and competitive research coupled with organizational enablers and inhibitors factor into each process design. The following outline highlights areas of consideration when developing a sales process:

Proactive Lead Generation

Lead identification tools and processes 
Farming/ Hunting / Prospecting 
Appointment setting processes

Opportunity qualification

Questioning framework
Opportunity evaluation
Reporting
 
Sales Call Processes
 
Account Management
Fact-finding
Surfacing opinion
Identifying need
Uncovering expectation
Understanding consequences
Identifying the buying process
Value messaging
Negotiating
Proposals
Commitments
Delivery
Follow up
New opportunity identification
Increasing customer share
Designing customer specific services
Designing customer specific products
Managing customer ROI
Managing company ROC
Collecting referrals, references, testimonials
  

Management Process 

In many companies sales people often fight to spend enough time doing the job that only they can do… SELLING. The sales role gets confused in some companies due to many variables like customer service, product delivery, billing, collections, inside sales and on and on. A well-structured management process helps sales remain focused on their most important duties without loosing site of the big picture.

Using the Pipeline to Manage

Managing based on month or year-end numbers is not an effective process for sales people or managers. Sales people require and deserve proactive feedback and guidance. Pipeline management is an excellent process that provides sales with:
  
A roadmap of where they should be headed
Focus on activities required
An opportunity for guidance and coaching
The ability to review progress at a glance
More accurate and realistic forecasting

Don't Delay

For more information on how Sales Process Design can deliver better sales results call Rick DeMoss at 866.793.6556
  

Caruso & Associates
301 East Fifth Avenue
Tarentum, PA 15084
866.793.6556
info@sell-smart.net