Want FREE Templates on Organization, Change, & Culture? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Sales Process Design Template   Excel template (XLSX)

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 Sales Process Design Template (Excel template (XLSX)) Preview Image Sales Process Design Template (Excel template (XLSX)) Preview Image
Arrow   Unlock all preview images:   Login Register

Sales Process Design Template (Excel XLSX)

File Type: Excel template (XLSX)
Secondary File: PDF (PDF)

Top 500 Best Practice $20.00

Add to Cart


Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable XLSX document.
Supplemental PDF document also included.
Trusted by over 10,000+ organizations.


  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


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!

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 Excel: Sales Process Design Template Excel (XLSX) Spreadsheet, membrain


Add to Cart


File Type: Excel xlsx (XLSX)
Secondary File: PDF pdf (PDF)
File Size: 67.5 KB


Author: membrain

Ask the Author a Question

Must be logged in

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

Customers Also Bought These Documents

38-slide PowerPoint, Excel template

Customers Also Like These Documents

Related Management Topics

Sales Growth Strategy Sales Force Sales Compensation Consulting Frameworks Marketing Plan Development Account Management Business Development Interviewing Human Resources Hiring Compensation Process Mapping Subscription SaaS Consulting Training KPI PowerPoint Diagrams Compilation Process Analysis Process Improvement Product Launch Strategy Pricing Strategy Product Strategy Strategy Deployment & Execution Strategy Development Porter's Five Forces Breakout Strategy B2B

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.