How to elevate your sales process

sales approach

When it comes to buying decisions, customers are no longer settling for “good enough.” They expect an engaging, relevant purchase experience and are very selective with their time.

As a result, sales teams are under massive pressure to elevate their processes and techniques if they want to reach their targets and close more deals.

One of the main challenges companies need to tackle is creating and implementing a clear, effective process that will help senior executives and the sales team forecast sales volume and increase revenue.

According to a recent study from Pipedrive, UK SMBs are, on average, losing the equivalent of £15,000 in sales every month due to disorganised or inaccurate sales activities. Furthermore, 43 percent of businesses struggle with sales performance and 25 percent of sales professionals still rely on pen and paper to keep track of their work.

Using pen and paper in the era of machine learning and artificial intelligence might sound like the Stone Age for many professionals, but the reality is that for a long time CRM (Customer Relationship Management) platforms were cost prohibitive, slow, complicated, and focused on senior executives instead of the sales professionals who are in the trenches every day.

Automation for increased efficiency

Thankfully, technology has made significant strides in recent years, and now companies can choose smart, easy-to-use CRM platforms that will empower the team to increase efficiency and productivity.

To support the sales team in reaching their targets, an effective CRM solution should:

  • Save time with admin tasks
  • Provide clarity and foster better team collaboration
  • Track sales progress and targets
  • Keep the team focused on key activities and ensure leads are not lost

Pipedrive, one of the leading CRM providers, offers an AI-led platform that stands out in this overcrowded market. The platform is user-friendly, and allows sales teams to personalise various features and capabilities; track emails, calls, and progress of each deal automatically; and see a streamlined view of the whole team’s activity.

Having an agile, effective CRM system can boost revenue and enable the sales team to reach targets faster. However, if businesses want to connect with their customers, gain their loyalty, and leverage the full potential of their sales team, they must also empower them to communicate with prospects in an engaging, relevant way.



Presentation is key

Customers are exposed to anywhere between 4,000 to 10,000 ads each day, which makes it critical for salespeople to deliver compelling, impactful presentations that help them communicate with prospects more effectively.

When it comes to meetings, pitches, and presentations, Prezi is a very popular tool among successful sales professionals because it enables them to reinvent how they share information and inspire their prospects to act.

University researchers found that Prezi presentations are more organised, engaging, effective, and persuasive than either PowerPoint or oral presentations.   

At the core of Prezi’s appeal is its inherent flexibility. Prezi’s interactive format enables sales professionals to move freely between topics and adapt on the fly, without having to flip through slides. This conversational presenting approach allows them to focus on what really matters for their customers and keep them interested.

Prezi also provides access to a large library of templates they can personalise in a matter of minutes with a simple drag-and-drop feature. In this way, they can save time and effort, and focus on their prospects’ needs and priorities.

Digital revolution upgraded the sales process

Regardless of the solutions a company chooses for improving the sales process, the essential criteria they have to keep in mind is that they need to be user-friendly, enhance client communications, and make life easier for everyone. Another critical aspect that can have a significant impact on business outcomes is scalability. Today’s fast-paced business environment can change very swiftly, and organisations that want to remain competitive need agile solutions that can quickly adapt to new market conditions and demands.

The digital revolution has transformed the sales industry and the role of a typical salesperson. With admin tasks automated, salespeople are now free to focus on critical actions such as building stronger relationships with their clients, evolving their strategies, and looking ahead at market trends. Stop giving your customers “good enough” – equip your sales team with the right tools and start making an impact on the bottom line.