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Sales Process Design

Build a Sales Process That Actually Scales

Design a repeatable, data-driven sales process that aligns your methodology, CRM stages, and buyer journey from first touch to closed-won.

30%Higher win rates
20%Shorter sales cycles
95%CRM stage compliance

Sales Process Challenges

No Repeatable Process

Every rep sells differently. There's no standard playbook for discovery, demos, or proposals.

CRM Doesn't Match Reality

Pipeline stages in the CRM don't reflect how deals actually progress, making forecasting impossible.

New Hire Ramp is Slow

Without a documented process, it takes 6+ months for new reps to become productive.

Sales Process Services

From chaos to consistency

Process Audit

Analyze your current sales motion, win/loss patterns, and rep behavior to find what works.

  • Win/loss analysis
  • Stage conversion
  • Rep activity patterns
  • Buyer journey mapping

Stage & Exit Criteria

Define clear pipeline stages with specific exit criteria that forecast accurately.

  • Stage definitions
  • Exit criteria
  • Required fields
  • Validation rules

Sales Playbooks

Build playbooks for every deal type, segment, and competitive scenario.

  • Discovery guides
  • Demo frameworks
  • Objection handling
  • Proposal templates

CRM Alignment

Configure your CRM to enforce and support the new sales process.

  • Pipeline setup
  • Guided selling
  • Activity tracking
  • Coaching dashboards

Frequently Asked Questions

How long does it take to redesign a sales process?

4-8 weeks for the design phase, including stakeholder interviews, data analysis, and documentation. CRM implementation adds 2-4 weeks.

Will reps actually follow a new process?

Yes - when the process helps them sell more. We design processes that remove friction and enforce adoption through CRM automation, not manual discipline.

Ready to Build a Scalable Sales Process?

Design My Process