What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

  • Hello bullet points

Outsource

8
min read
August 20, 2019

How to Develop the Best Sales Process for Your Company and Close More Deals

Jacob Thomas

Jacob Thomas

A regular contributor to Invisible, Jacob excels in his knowledge and ability to help businesses with marketing, product, and engagement with the power of words.
medium Link

There's no doubt about it, you'll find more success as a salesperson when you develop and optimize a sales process that can be repeated again and again. It will help you become more efficient and productive. It will also help you close more deals because you'll never have to wonder "What's next?"

In this article, we'll teach you what a sales process is, why it's beneficial, and how to create one. We'll also share with you a few common sales process mistakes to avoid. Sound like a plan? Then let's get started!

Sales Process: A Definition

sales process
Every salesperson should develop their own sales process.


Let's start at the very beginning: what's a sales process?

A sales process is a series of repeatable actions that a seller can follow to systematically nudge prospects from first contact to paying customer. An effective sales process will allow sales folks to close more deals because they'll have a proven framework to follow.

The Buyer's Journey

It's impossible to talk about sales processes without mentioning the buyer's journey. If you're unfamiliar with the term, the buyer's journey is simply the steps a person takes between first hearing about your company and its products and becoming a paying customer.

Every company will have a slightly different buyer's journey based on the target market it serves and the products it sells. But the typical sales cycle of a buyer's journey will have three main phases: 

1. Awareness: At this stage in the buyer's journey, a prospect will be learning about the problem or opportunity they have and conducting research in order to properly understand and define it. This is the phase when a potential customer first becomes aware of your company.

2. Consideration: When a prospect reaches the consideration stage, they fully understand the problem or opportunity before them and are now attempting to discover every potential solution or approach to it. At this point, your prospect will be assessing your company to see if it offers what he or she needs.

3. Decision: And finally, we have the decision stage; the part of the buyer's journey where prospects are ready to make a purchase, they're just deciding which vendor's solution to invest in. Once they decide, they'll become a paying customer for that company.

The goal of every sales process is to walk prospects through each stage in the buyer's journey as seamlessly as possible. Do that and you'll definitely start to see your sales numbers rise.

Sales Processes Beat Improvisation


winning sales process
Close more deals by developing a winning sales process.


Contrary to what most people think, the best salespeople aren't always silver-tongued, fly-by-the-seat-of-their-pants improvisors with an above average ability to smooth-talk random strangers. In fact, more often than not, top sellers don't improvise at all. They're very methodical and strategic about their approach to sales.

This is important because improvisation isn't repeatable, sales process are. The goal of defining sales process steps is to consistently produce higher sales numbers. That's why process beats improv, at least in the world of sales, every time.

A Winning Sales Process Template to Follow

Sales Process Template
Follow these eight steps to boost your sales numbers.


Now that we know what a sales process is and why it's valuable, let's talk about how to craft one for you and your team. The proven sales process flowchart below has eight steps. We'll dive into each one individually in this section.

1. Know Your Target Market

If you don't know your target market, the folks you're attempting to sell products and services to, you won't get very far. Success at sales always starts with a deep understanding of the ideal customer — their likes and dislikes, the daily challenges they struggle to overcome, the places they frequent, both online and off.

This is all very useful information! When you understand your customers on a deeper level, you can craft a custom-tailored sales process that will delight and attract them more consistently.

So break out your buyer personas if you haven't already and use them. They really are crucial to developing effective, repeatable sales processes.

2. Nail the Prospecting Process

sales process dashboard invisible technologies
Automate your sales prospecting with Invisible's lead generation process.

Once you understand the specific target audience you're hoping to attract and sell to, you can begin reaching out to them. This is known as prospecting and it's incredibly important. After all, if you can't find high-quality leads on a regular basis, you won't have anyone to sell your company's products to. There are two ways to prospect: the easy way and the hard way.

The hard way involves scouring the internet for hours every day, attending conference after conference to network with potential customers, and begging your current clients for referrals. The hard way works, it's just incredibly time-consuming. And if we're being honest, it's not the best way for sales reps like you to spend their days.

In a perfect world, all salespeople would spend most of their time actually selling. Not skimming through LinkedIn for leads or constantly updating CRM software — jobs any $10 an hour worker can easily perform. Well today, things get a little more perfect!

Invisible Tech is a revolutionary approach to sales prospecting that allows sellers to focus on what they do best and outsource menial tasks like lead generation to a team of qualified, tech-powered, lower-wage workers. Here's how it works:

  • All new users meet with an experienced Invisible team member, known as an agent, to explain to them their current sales prospecting process.
  • The agent then takes what they've learned back to the rest of the Invisible team and a customized prospecting process, which leverages advanced technology to coordinate a team of highly-trained individuals, is built.
  • Once the prospecting process is up and running, users simply email their synthetic assistant with requests like, "Can you find me 500 new leads by Friday?" The synthetic assistant will then relay the task to a team of experienced, low-wage workers in other countries to be completed.
  • As new leads start to roll in, Invisible users can track them using the Client Dashboard. When each task has been completed, users will also be able to download their entire list of new leads from this screen.
  • Since Invisible enables salespeople to delegate their prospecting efforts, they can spend more time on revenue-generating activities like closing deals!

Invisible is the easy way to automate your sales prospecting because it allows salespeople to completely delegate their prospecting efforts to a team of highly-trained, low-wage workers who are invested in the sales process. This frees them up to focus more of their time on revenue-generating tasks like making sales, without having to spend an arm and a leg. Efficiency, meet affordability!

For more information on Invisible, or to try the service for yourself, contact one of our experienced team members.

3. Reach Out the Right Way

Once you have a list of leads, you can begin reaching out to them to discover if they're a good fit for your company or not. This can be done via a phone call or email, though phone calls tend to be the preferred method for, especially when attempting to sell higher priced products.

This initial contact is what's known as a "discovery call." A few common questions you may want to ask during it are:

  • What's your role and what do you do on a day-to-day basis?
  • What's your greatest daily challenge?
  • What are you currently trying to achieve in your business?

This discovery call is also the perfect time for you to introduce your company and its solutions. But remember, you're not trying to actually sell your leads a product at this point. You're simply trying to determine if they're a good fit.

Make sure your discovery calls are a nice balance between introductory company spiel and prospect discovery and you'll ensure your sales process proceeds smoothly to step four!

4. Gather More Intel

Your initial interaction with new leads will help you determine which ones are worth pursuing and which aren't. The ones that are deemed high-quality need to be researched. Remember, seller success depends largely on a deep understanding of the potential customer. If you want to move your hot leads through the buyer's journey, you need to know what makes them tick.

So step four in our sales process map is to gather more intel on promising leads. Research the company they work for and the position they hold. This will allow you to tailor your sales approach to each lead and provide them with a more personalized experience.

Fortunately, research is fairly easy to conduct in the modern age. We suggest perusing company websites, prospect social media channels, and even contacting other folks within the same organization to get a more holistic view of it.

5. Present With Confidence

At this point, we're roughly halfway through the sales process. Congrats on making it this far! But we still have a lot to do…

By now, you understand your target market, you've been prospecting consistently and have a large list of potential leads, you've contacted said leads to determine which are high-quality and gathered more intel on them. Now it's time to schedule meetings and present your company's solutions with confidence.

This is where many salespeople go wrong. They do the necessary prep-work to prepare for their meetings. They practice their pitch till they can give it in their sleep. But then they try to schedule meetings in the morning hours.

When attempting to schedule a meeting with a prospect, aim for the afternoon unless a prospect specifically requests an earlier time.

The reason being, most people are extremely busy in the morning. The day just started and there are dozens of tasks that still need to be completed. But by the afternoon, things generally slow down and your prospects will be much more open to hearing your pitch.

Speaking of your pitch, how can you make sure you nail it? Here are a few tips for you:

  • Personalize Your Approach: Every pitch you give should be personalized to the specific prospect you're giving it to. That way their pain points will always be addressed.
  • Find Balance: All successful sales presentations strike a balance between product pitch, prospect questions, and rapport building. Make sure you explain your company's solution in an enticing way, take time to listen to and address your prospect's concerns, and build rapport. After all, folks buy from people they like.
  • Address Your Competitors: This may seem counterintuitive but sales presentations are generally more successful when competitors are acknowledged early in the pitch. This will allow you to control the narrative.
  • Mind Pitch Length: And finally, pitch length is important. It's much easier to schedule 30 minute meetings than hour long ones. But longer presentations tend to be more effective. You'll need to decide, based on what you're selling and who you're trying to sell it to, what the perfect pitch length is for your sales process.

6. Close the Deal

Everything has led to this moment. Luckily, if you did you job right in sales process steps one through five, closing the deal should be fairly easy. You simply send a proposal, enter negotiations, get buy-in from top decision makers — the actual process varies by company.

The key, though, is to lead your prospects to a sale, not manipulate them into it. The goal of your entire sales process should be helping prospects find the products they need. If your company happens to sell those products, great! If not, the prospect wasn't a great lead anyway.

Manipulation almost always leads to buyer's remorse. And unhappy customers are worse than no customers. They'll cause your support team headaches and write bad reviews that destroy your company's reputation — definitely not things you want.

7. Analyze and Optimize Your Sales Process Steps

Real talk: the sales process you build in the beginning will change and evolve over time. It's highly unlikely that you'll hit on the best sales process for your company on your first try. There's nothing wrong with that. In fact, it's perfectly normal.

So analyze the results you achieve and always be on the lookout look out for ways to optimize processes, eliminate unnecessary steps, and move prospects through the typical sales cycle faster. Here are a few metrics to pay attention to:

  • The length of time prospects stay in specific sales process steps
  • The percentage of prospects who request a demo or sales presentation
  • The percentage of prospects who become paying customers
  • Your company's average churn rate

Obviously, there are many more metrics worth analyzing, but these four will get you started. Use them to optimize your sales processes.

8. Create a Sales Process Map

sales process map
Source: LucidChart

This last step is the easiest: create a sales process map. This is a document that clearly outlines your company's sales process steps and can be used to train new sales reps as well as remind seasoned sellers of proper procedures.

Your sales process map can be as simple or detailed as you want. Just make sure it's easy to understand and follow. Here's how:

1. Start With the End in Mind: What's your overarching end goal? Keep it in mind during during your sales process mapping session! Everything you do, every step you plan, should coincide with your end goal.

2. Identify Each Sales Process Step: Next, view your buyer journey and identify each step a prospect must go through to become a paying customer. Add these steps to your sales process map in the correct order.

3. Stick to the Plan: Finally, once your plan is created, stick to it! A sales process map is only beneficial if you use it.

3 Common Sales Process Mistakes

sales process mistakes
Avoid these mistakes when developing your sales processes.


We've covered quite a bit so far. But before we sign off, we want to address three common sales process mistakes so that you can avoid them. Sellers beware...

1. Making Your Sales Process Optional

Earlier we mentioned that the top sellers are almost always strategic in their approach. They don't "wing it" when they interact with leads. You shouldn't either. Once you've developed your sales process, document it and follow it religiously! The more methodical you can be as you walk prospects through the buyer's journey, the more sales you'll close.

2. Never Optimizing Your Sales Process

You should follow your sales processes religiously, but you should also allow for improvement. Every sales process is a work in progress and can be optimized in some way. Your job is to discover how you can increase efficiency, reduce redundancies, and, ultimately, sell more products to happy customers.

3. Spending Too Much Time On Menial Tasks

Modern technology allows us to reduce the time we spend on menial tasks and to become much more efficient and productive. If your sales process template doesn't include automation tech, prospect delegation processes like Invisible, and other conveniences, you're not spending your time as wisely as you could be.

So invest in your career and give yourself the opportunity to focus on what you do best, not data entry and prospecting tasks that any low-wage worker or machine could complete.

Close More Deals With a Proven Sales Process

sales process
Your sales process is the key to closing more deals.


Creating a sales process for yourself and your company will allow you and your team to become more efficient and close more deals are a consistent basis. Just follow the eight steps we outlined above and you'll find success:


  1. Know Your Target Market
  2. Nail the Prospecting Process
  3. Reach Out the Right Way
  4. Gather More Intel
  5. Present With Confidence
  6. Close the Deal
  7. Analyze and Optimize Your Sales Process Steps, and
  8. Create a Sales Process Map for Continued Success


If you'd like to really supercharge your selling, consider investing in Invisible. Our platforms approach to sales prospecting combines the power of technology with the personalization of real human beings. The end result is increased efficiency for a very affordable price!

To learn more, contact us today about delegating your prospecting duties so that you can focus more on the tasks that really matter.

Start growing your business
with Invisible today.

Contact Us ⟶
© Invisible Technologies Inc.