Sales Process Design Template   Excel template (XLSX)
$20.00

Sales Process Design Template (Excel template (XLSX)) Preview Image
Sales Process Design Template (Excel template (XLSX)) Preview Image
Sales Process Design Template (Excel template (XLSX)) Preview Image
Flevy is the marketplace for business best practices.
Sales Process Design Template (Excel template (XLSX)) Preview Image
Sales Process Design Template (Excel template (XLSX)) Preview Image
Sales Process Design Template (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Sales Process Design Template (Excel XLSX)

Excel (XLSX) + supplemental PDF

Top 1,000 Best Practice $20.00
Design your sales process with this Excel template by an ex-McKinsey consultant. Streamline efforts, enhance skills, and boost win rates effectively.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF DOCUMENT

  1. Visualize your sales process and milestones, including qualification criteria
  2. Make sure that your sales process is easily understood by all your sales people
  3. Speed up the ramp-up time for new hires, improve win-rates & increase deal values

DESCRIPTION

This product (Sales Process Design Template) is an Excel template (XLSX) with a supplemental PDF document, which you can download immediately upon purchase.

Create your unique sales process in minutes.

A well designed sales process allows the replication of best practices and improves sales peoples' skills while minimizing risks for both buyer and seller. It's a powerful concept.

But, where to begin?

Download this Interactive Excel Tool to map out your sales process by:

1) defining your ideal customer profile
2) identifying which prospects not to pursue
3) capture knowledge and best practices from your team
4) determine milestones, key sales activities, qualifying info and steps that build value for buyers
5) sequence steps to ensure pipeline momentum, increase win-rates and deal sizes

Plug in your information and get some inspiration from the tool – finish with a killer sales process!

This template provides a structured approach to identifying your ideal customer profile, ensuring your sales team targets the right prospects. By clearly defining what constitutes a good fit versus a bad fit, you can streamline your efforts and focus on high-potential leads. This reduces wasted time and resources, allowing your team to concentrate on opportunities that are more likely to convert.

The tool also helps you map out critical sales steps, from initial contact to closing the deal. Each step is categorized to ensure all necessary actions are taken, and nothing falls through the cracks. This meticulous process ensures that your sales pipeline remains robust and that every opportunity is maximized. The template's flexibility allows you to customize steps according to your specific business needs, making it a versatile tool for any sales organization.

By using this template, you can also track the probability of success at each stage of the sales process. This feature provides valuable insights into where your team excels and where improvements are needed. With these insights, you can make data-driven decisions to refine your sales strategy and ultimately increase your win rates. This tool is not just about creating a sales process; it's about optimizing it for peak performance.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Sales, Sales Strategy, Sales Management Excel: Sales Process Design Template Excel (XLSX) Spreadsheet, membrain


$20.00
Design your sales process with this Excel template by an ex-McKinsey consultant. Streamline efforts, enhance skills, and boost win rates effectively.
Add to Cart
  

ABOUT THE AUTHOR

Author: membrain

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I "

– M. E., Chief Commercial Officer, International Logistics Service Provider
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World
 
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor "

– Michael Duff, Managing Director at Change Strategy (UK)
 
"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy
 
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory


Your Recently Viewed Documents

Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Sales Sales Strategy Sales Management Growth Strategy Corporate Strategy Account Management Key Account Management Sales Force Salesforce Bain PowerPoint McKinsey PowerPoint Bain Presentations Bain Frameworks Boston Consulting Group PowerPoint Consulting Frameworks PwC PowerPoint Mercer PowerPoint Bain Templates Accenture Templates McKinsey Templates Boston Consulting Group Templates Accenture PowerPoint Consulting Methodologies Booz Documents PwC Templates Capgemini PowerPoint Oliver Wyman Presentations Boston Consulting Group Frameworks E&Y PowerPoint IBM Presentations Oliver Wyman Templates Strategy Consulting Frameworks Bain Documents IBM Documents Capgemini Documents Roland Berger PowerPoint A.T. Kearney PowerPoint BCG Documents Accenture Frameworks BCG Frameworks BCG PowerPoint Oliver Wyman PowerPoint Consulting Documents BCG Presentations A.T. Kearney Documents Management Consulting Frameworks BCG Templates E&Y Templates Roland Berger Presentations Capgemini Templates Boston Consulting Group Documents LEK Frameworks Booz Allen Presentations E&Y Frameworks McKinsey Presentations Booz Allen Frameworks A.T. Kearney Frameworks IBM Templates Booz Allen PowerPoint Accenture Documents Accenture Presentations A.T. Kearney Templates McKinsey Frameworks Boston Consulting Group Presentations McKinsey Documents LEK PowerPoint Mercer Templates Roland Berger Frameworks Capgemini Frameworks Booz Presentations Roland Berger Templates PwC Frameworks Booz Allen Templates Strategy& Presentations Booz Templates Oliver Wyman Documents Mercer Presentations LEK Documents PwC Presentations LEK Templates IBM PowerPoint Capgemini Presentations E&Y Documents Oliver Wyman Frameworks Booz Allen Documents PwC Documents IBM Frameworks Mercer Frameworks Mercer Documents LEK Presentations Booz PowerPoint Strategy Documents Booz Frameworks A.T. Kearney Presentations Roland Berger Documents Business Frameworks E&Y Presentations Strategy& PowerPoint Deloitte PowerPoint Consulting Process A.T. Kearney Frameworks A.T. Kearney PowerPoint A.T. Kearney Templates A.T. Kearney Documents A.T. Kearney Presentations Breakout Strategy Breakthrough Strategy Porter's Five Forces Porter's Five Forces Analysis Porter's 5 Forces Strategy Development Strategy Execution Strategy Deployment Strategy Deployment & Execution Pricing Strategy Product Strategy Product Launch Strategy Product Go-to-Market Strategy New Product Development Consulting Training Management Consulting Training Process Improvement Business Process Re-engineering Business Process Improvement Process Analysis Process Design Process Analysis and Design Business Process Design B2B PowerPoint Diagrams Compilation Consulting PowerPoint Templates Consulting PowerPoint Diagrams PowerPoint Diagrams Library Key Performance Indicators KPI Critical Success Factors Key Success Factors Human Resources HR Strategy Hiring Talent Management Talent Strategy Human Resources Management Interviewing Recruitment Meeting Facilitation Meeting Management Meeting Facilitation/Management Sales Compensation Marketing Plan Development Marketing Marketing Strategy

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.