Streamline your sales process

High effort

High impact

Your sales process is the engine that powers the business. Maintenance and improvements are essential to making sure it runs effectively – and preventing waste. Streamlining your sales process will reduce the time it takes to make sales, allowing you to grow revenue without investing in additional resources.

We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
A downloadable PDF version of each action plan is available if you’d like to compete it offline

What's involved? Ways to use this action plan Measuring impact

Analyse the current sales process by compiling data on the source of sales and working through a handful of examples of successful and unsuccessful sales

Impact: low

Why will this help?

Compiling data on how sales are generated highlights where you should focus your activity. It’s common for salespeople to develop their own approach, so it’s helpful to take stock of what’s working for different people.

Streamlining your sales process

Streamlining your sales process isn’t rocket science – follow our checklist to better target prospects, track progress and collaborate more easily.

Success doesn’t have to be defined solely by your sales

Building an incentivised team and regularly reviewing KPIs helps Ocushield to not lose focus of what success means to the company.

Sense check the impact marketing activity is having on sales and how closely the sales and marketing teams are working together

Impact: medium

Why will this help?

Marketing should support your sales team. Getting these two functions to work together effectively will save time and make sure your investment in marketing is paying off.

Testing where to spend on your online marketing

Running tests will help you decide which marketing channels your business should focus on. Our checklist outlines the basics.

Developing good lines of communication throughout your business

Communication, communication, communication. It’s a buzz word that many of us might disregard, but in actual fact, communication is key to the success of many businesses.

Use the research from the first two actions to break the existing sales process down into steps and get feedback from team members about how you can make improvements

Impact: high

Why will this help?

Once your sales process is written down, you can start looking for efficiencies and making changes to different parts of the process. This document will also provide a blueprint for anyone you’re training in the future.

How to run an employee feedback workshop

Workshops are an effective way of solving problems and getting feedback from employees. Use our step-by-step checklist to run your own successful workshop.

Make sure you have the technology in place that empowers sales people and is easy to use

Impact: high

Why will this help?

It’s crucial the information sales people are gathering is captured in a way that means you can learn from it, accurately forecast and leverage the information in the future. You need a CRM that’s powerful and easy to use.

Overcoming employee barriers to tech adoption

Employee buy-in plays a decisive factor in making new technology a success. Work through our template to anticipate any potential barriers to adoption.

Mapping employee needs for new technology

When you’re figuring out what tools your business needs, spend time talking to the people who know your business inside out – your employees.

Embed your new sales process by setting Key Performance Indicators (KPIs) that encourage the most effective activity

Impact: high

Why will this help?

Salespeople are motivated by targets. Setting KPIs that promote activity you know will be effective and encourage people to use your new, streamlined process will help make sure it sticks.

How to design key performance indicators

Use this free template to set robust key performance indicators (KPIs) for staff and determine whether your business is moving forward.

An introduction to creating targets and KPIs for employees

When managed properly, targets and KPIs provide direction and motivation for employees. Here’s how to maximise their benefits.

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Staff satisfaction survey results

Staff satisfaction surveys help gauge sentiment at regular intervals

Why this metric?

Whether gathered anonymously or not, staff satisfaction surveys help gauge the sentiment of your people as changes are made and impacts felt.

How do I start tracking?

Use an online survey to get feedback from members of staff three and six months after making changes to see what impact it has had.