This post is one in a series designed to help SME businesses benchmark their business and create a best practice business improvement plan across all of their business processes.  You can find the links to the full series here.  

Collage of words related to sales and sellingWhy is an effective sales process essential to a successful business?

A clear and effective sales process shows you and your prospective clients the steps that you take with them to help them make an informed personal or business buying decision.

This essential business tool then allows you to manage your business and walk each potential client through the sales process to ensure that you are converting the maximum number of opportunities that come your way.

Your sales process shows the methodology you use to engage with customers, when you will provide certain information and when you will ask them to buy from you.  It shows you, your staff and your prospective clients how you engage and helps to clarify what is expected of them and you at each step.

A great sales process will clearly show people how you operate and what is expected of them at each step and importantly why they should invest this time with you and take these steps with you and achieve a better informed buying decision.



How does your business measure up?

Review your business against this best practice benchmark now

BEST PRACTICE BENCHMARK: We have a clearly documented and effective sales process.  We have a high conversion of target client leads that generates all the business that we need. #Customer-relationships

Here’s a checklist to help you determine the effectiveness of your business sales process.

  • Our sales process is documented internally so that each step that new clients follow when looking to engage with my company is clear
  • Our sales process has sales tools associated with the relevant steps to help in that process
  • Our sales process is recorded in our CRM (Customer Relationship Management) system or similar tool.
  • Our sales process is documented for clients so they are aware of each step
  • Our sales process predictably converts prospective to new clients
  • We regularly review our sales process with feedback from clients

If you have staff

  • Our sales process is known and followed by staff
  • Use of the sales process is part of our recruitment and orientation
  • Use and understanding of the sales process is part of our ongoing employee engagement

Checking your results

  • Question your prospective (those you win and those you lose) clients to see if they relate to an were assisted in their decision making by your sales process
  • Question your clients to see if there are other steps or information or flow of the process that could improve how you serve your clients.

About the SMART-Connect best practice sales success advisor

Frances Pratt

Frances Pratt

Sales Success Architect

Over the last 20 years, Frances has worked in and with businesses to improve their sales strategies and outcomes.  She has worked with business in every vertical and both large and small.  Her success comes from helping her clients understand how they are selling now and finding ways to improve how they understand and serve their customers.  She also has experience in helping businesses successfully find and onboard their first sales person and to improve their sales team by knowing and delivering an environment where everyone knows the ingredients for success and how to deliver this for the business.

In addition to her work in sales, Frances has completed a Graduate Certificate in Change Management and an MBA from Melbourne Business School. Coupled with her hands on sales experience, she has a toolbox of sales techniques and frameworks that help businesses to improve their understanding of themselves and their customers.

With her experience as a business owner and company director she understands the pressures of juggling cash flow, staffing and business administration, while you are working on and improving your business.

Frances works with you to understand and deliver on your purpose and potential.

Complete this form to contact this SMART-Connect Advisor directly

Select this box if you would like to subscribe to the SMART STUFF, a weekly collection of high quality business articles, videos and podcasts from SMART-Connect advisors and specialists.

Pin It on Pinterest

Share This

Share This

Share this post with your friends!