Get your FREE downloadable ebook, Complete CRM: Integrated Sales & Marketing Software for the SMB
Title search: ✖
Sales Workflows that You Can Start Using Today
"Workflow" has such a nice ring to it. We've all been in situations where our work does anything but flow, whether from miscommunication, lack of clear direction, or overwhelming demands. On the other hand, with a properly implemented workflow your work can, in fact, flow.
A workflow, according to BusinessDictionary.com, is a "progression of steps (tasks, events, interactions) that comprise a work process, involve two or more persons, and create or add value to the organization's activities." These steps can be sequential, meaning one has to follow another, or parallel, in which multiple steps can be carried out simultaneously. But how exactly do workflows "create or add value?" And how can yoursales process successfully implement workflows?
Benefits of Using Workflows
Workflows offer many benefits to sales teams, and to companies in general. They allow your entire sales process to go through a predefined, clearly established set of protocols, so that there is no questioning or second-guessing about what to do next. This can help to streamline all of your activities throughout the day, so that you can spend your time and energy on the things that really need your attention.
For example, when a marketing initiative generates several leads, how does your team prioritize them? Without a clear set of guidelines, it could be up to each salesperson to determine which leads should be put at the top of the list, and even which sales process they will follow - which increases the chance of inconsistent customer experiences. That's a risky approach, and potentially a highly inefficient one. However, with a well-designed workflow in place, there should be little doubt as to which leads are higher priorities or what the business process is, and your team can focus on converting the right leads. This will make your sales enablement efforts much more efficient, and can actually enhance your clients' customer experience, since your team is able to spend more time and resources delivering on their needs, instead of trying to set up their own hastily-constructed guidelines, and chasing after cold leads.
Another benefit in larger organizations is the ability to smoothly transition customer relationship management between departments. With clear protocols in place, other departments such as customer service, repair services, marketing, and so on, will know exactly when to hand potential customers over to sales.
So with all these benefits, you may be asking how your company can incorporate workflows into your day to day operations. Here are some examples of how a workflow can be implemented.
Workflows in Action
Really, the variety of effective workflows is nearly limitless. Well-planned and diligently executed workflows allow for a certain amount of automation in sales, which can be of great benefit to busy salespeople. At the same time, workflows empower salespeople to enhance their sales pipeline management, and significantly increase their customer conversion rates. If you'd like more information on how to effectively implement workflows into your daily sales processes, contact us today.
Send me periodic emails with news, software updates, and invitations to events.