Sales process manual based on CRM best practices
We have built this manual to help create an individual sales flow for your team. It works with any CRM tool. Take a look!
A detailed sales flowchart presents a core of a universal sales process that can be adopted by any sales team. It features customer journey and the respective stage in the CRM along the way.
Read more about each stage of the process
There are multiple ways to collect leads and CRM has various types of integrations that allow those leads to be transferred directly between external sources such as email or landing pages and your database.
Lead qualification is quite a delicate process that can be carried out smoothly if done deliberately. To ease the process CRM allows assigning statuses and setting rejection reasons that make analytics more accurate.
Usually, following the CRM process, in the stage of lead conversion, leads that continue the sale talk are converted into people and companies to make sure they are kept separate to reduce the clutter in your database.
Sales pipeline is the core part of each sales process, therefore, of each sales CRM. It visually shows where each of your deals stands in the sales process.
Customer success part must never be forgotten. It's where your buyers become your loyal customers. With various activity types and extensive communication functionality, CRM helps to keep a close relationship with each one of them.
Tracking your records is nothing without a proper summary and analysis. And thats where CRM comes in really handy as it stores all the information about each interaction and makes automatic reports.
