SlideShare a Scribd company logo
Sales Process Automation

An Introduction to Sales Pipeline
Why automate sales processes?




Page  2
It’s all about winning !



Page  3
As Individuals ...




Page  4
...and as a team !



Page  5
What drives the team ?




Page  6
Individuals!




Page  7
A few great players...


Page  8
... Can make a winning team !


Page  9
But




Page  10
Great players are rare




Page  11
and some times fail !


Page  12
Leading to inconsistent performance !




Page  13
Consistency




Page  14
...means winning every time !


Page  15
or almost every time !


Page  16
Consistency




Page  17
Needs a winning process!




Page  18
A Consistent Process




Page  19
and a good captain !



Page  20
a captain who knows the players !




Page  21
manages their performance !


Page  22
Uses the

            best team

            for the game


Page  23
...is
            ON THE FIELD !

Page  24
Why automate sales processes ?




Page  25
Consistent Sales Performance




Page  26
Sales Managers
                    Are
               ON THE FIELD
                    with
            ONLINE INFORMATION




Page  27
● Sales calls
            How many calls are we making per week?
            Per day?
            Which customers are we calling?
            How effective are our sales calls?
     ● Tasks
            Administrative tasks by sales persons
            Tasks requested by sales persons
            Collaboration between departments
     ● Documents
        Proposals and quotations
        Pricing and discounts
        Customization requirements

Page  28
Sales managers
              need to know the
            THE SALES PIPELINE
Page  29
● The Sales Pipeline

   – Order closure v/s targets
   – Current open projects
   – Conversion ratios
   – Activity Levels
   – Customer coverage
   – Weighted pipeline (forecasts)


Page  30
Page  31
Page  32
Page  33
Are your managers
             ON THE FIELD?
Page  34
Questions - Answers




  Ask for a free demo

  www.salesmanager.gr

  sales@salesmanager.gr
Page  35

More Related Content

Viewers also liked

Field sales manager
Field sales managerField sales manager
Field sales manager
declanbrown327
 
Modernizing the Mobile Field Sales - Sept. 2014
Modernizing the Mobile Field Sales - Sept. 2014Modernizing the Mobile Field Sales - Sept. 2014
Modernizing the Mobile Field Sales - Sept. 2014
Globo Plc
 
Sales Effectiveness - A Case For Sales Automation
Sales Effectiveness - A Case For Sales AutomationSales Effectiveness - A Case For Sales Automation
Sales Effectiveness - A Case For Sales AutomationPaul Coleman
 
Smalution sales automation introduction.1
Smalution sales automation introduction.1Smalution sales automation introduction.1
Smalution sales automation introduction.1Geeta N
 
SFA Sales Reporting Software for Key Performance Indicators
SFA Sales Reporting Software for Key Performance IndicatorsSFA Sales Reporting Software for Key Performance Indicators
SFA Sales Reporting Software for Key Performance Indicators
ZooM: SPEC INDIA´s flagship Mobile Sales Force Automation
 
The Death of Field Sales
The Death of Field SalesThe Death of Field Sales
The Death of Field Sales
Justin Roff-Marsh
 
Sugar Crm Marketing Industries Presentation - 0 Overview
Sugar Crm Marketing Industries Presentation - 0 OverviewSugar Crm Marketing Industries Presentation - 0 Overview
Sugar Crm Marketing Industries Presentation - 0 Overview
The Information Lab Netherlands
 
Sales force automation
Sales force automation  Sales force automation
Sales force automation
Unitedworld School Of Business
 
Powerpoint Library - Puzzles
Powerpoint Library - PuzzlesPowerpoint Library - Puzzles
Powerpoint Library - Puzzles
Flevy.com Best Practices
 

Viewers also liked (12)

Field sales manager
Field sales managerField sales manager
Field sales manager
 
Modernizing the Mobile Field Sales - Sept. 2014
Modernizing the Mobile Field Sales - Sept. 2014Modernizing the Mobile Field Sales - Sept. 2014
Modernizing the Mobile Field Sales - Sept. 2014
 
Sales Effectiveness - A Case For Sales Automation
Sales Effectiveness - A Case For Sales AutomationSales Effectiveness - A Case For Sales Automation
Sales Effectiveness - A Case For Sales Automation
 
Smalution sales automation introduction.1
Smalution sales automation introduction.1Smalution sales automation introduction.1
Smalution sales automation introduction.1
 
SFA PROJECT – Success Story
SFA PROJECT – Success StorySFA PROJECT – Success Story
SFA PROJECT – Success Story
 
Research
ResearchResearch
Research
 
SFA Sales Reporting Software for Key Performance Indicators
SFA Sales Reporting Software for Key Performance IndicatorsSFA Sales Reporting Software for Key Performance Indicators
SFA Sales Reporting Software for Key Performance Indicators
 
The Death of Field Sales
The Death of Field SalesThe Death of Field Sales
The Death of Field Sales
 
SFA MGR PG_ 1st Day
SFA MGR PG_ 1st DaySFA MGR PG_ 1st Day
SFA MGR PG_ 1st Day
 
Sugar Crm Marketing Industries Presentation - 0 Overview
Sugar Crm Marketing Industries Presentation - 0 OverviewSugar Crm Marketing Industries Presentation - 0 Overview
Sugar Crm Marketing Industries Presentation - 0 Overview
 
Sales force automation
Sales force automation  Sales force automation
Sales force automation
 
Powerpoint Library - Puzzles
Powerpoint Library - PuzzlesPowerpoint Library - Puzzles
Powerpoint Library - Puzzles
 

Similar to Sales Automation Process English Short

Introduction to Sales Process Automation
Introduction to Sales Process AutomationIntroduction to Sales Process Automation
Introduction to Sales Process Automation
Ashutosh Bijoor
 
Aladdin at Enthiosys Customer Appreciation Day '08
Aladdin at Enthiosys Customer Appreciation Day '08Aladdin at Enthiosys Customer Appreciation Day '08
Aladdin at Enthiosys Customer Appreciation Day '08
Enthiosys Inc
 
Turning Products Into Companies
Turning Products Into CompaniesTurning Products Into Companies
Turning Products Into Companies
Startup Secrets
 
Pure Visibility Ppc Judo
Pure Visibility Ppc JudoPure Visibility Ppc Judo
Pure Visibility Ppc Judo
Jon Gatrell
 
The "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce Sites
The "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce SitesThe "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce Sites
The "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce Sites
National Retail Federation
 
explido WebMarketing Customer Journey
explido WebMarketing Customer Journeyexplido WebMarketing Customer Journey
explido WebMarketing Customer Journey
explido GmbH & Co. KG
 
The Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce Sites
The Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce SitesThe Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce Sites
The Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce Sites
Soeren Stamer
 
Web Design For ROI
Web Design For ROIWeb Design For ROI
Web Design For ROI
Aquent
 
Rezgo Partnership Presentation
Rezgo Partnership PresentationRezgo Partnership Presentation
Rezgo Partnership Presentation
Stephen Joyce
 
Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...
Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...
Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...
HubSpot
 
Telecom Business Advisory Initial Meeting
Telecom Business Advisory   Initial MeetingTelecom Business Advisory   Initial Meeting
Telecom Business Advisory Initial Meeting
kevin_m_watson
 
Utilizing SharePoint to improve your business
Utilizing SharePoint to improve your businessUtilizing SharePoint to improve your business
Utilizing SharePoint to improve your business
Robert Crane
 
Conversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, Amsterdam
Conversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, AmsterdamConversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, Amsterdam
Conversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, Amsterdam
Ton Wesseling
 
communication integrated to the business
communication integrated to the businesscommunication integrated to the business
communication integrated to the business
Agência Polvora!
 
David Braun
David BraunDavid Braun
David Braun
Lviv Startup Club
 
Copp 4 Profit:How to reduce operating costs
Copp 4 Profit:How to reduce operating costsCopp 4 Profit:How to reduce operating costs
Copp 4 Profit:How to reduce operating costs
NigelDawes
 
Shopify Meetup Singapore 22nd Nov 2017
Shopify Meetup Singapore 22nd Nov 2017Shopify Meetup Singapore 22nd Nov 2017
Shopify Meetup Singapore 22nd Nov 2017
TradeGecko
 
How To Hire Exceptional Sales Talent
How To Hire Exceptional Sales TalentHow To Hire Exceptional Sales Talent
How To Hire Exceptional Sales Talent
InnovatioNews
 

Similar to Sales Automation Process English Short (20)

Introduction to Sales Process Automation
Introduction to Sales Process AutomationIntroduction to Sales Process Automation
Introduction to Sales Process Automation
 
Aladdin at Enthiosys Customer Appreciation Day '08
Aladdin at Enthiosys Customer Appreciation Day '08Aladdin at Enthiosys Customer Appreciation Day '08
Aladdin at Enthiosys Customer Appreciation Day '08
 
Turning Products Into Companies
Turning Products Into CompaniesTurning Products Into Companies
Turning Products Into Companies
 
Pure Visibility Ppc Judo
Pure Visibility Ppc JudoPure Visibility Ppc Judo
Pure Visibility Ppc Judo
 
Psi Brochure
Psi BrochurePsi Brochure
Psi Brochure
 
The "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce Sites
The "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce SitesThe "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce Sites
The "Insane" Business Case: Why Brand CFOs Love Uniting Brand & Commerce Sites
 
explido WebMarketing Customer Journey
explido WebMarketing Customer Journeyexplido WebMarketing Customer Journey
explido WebMarketing Customer Journey
 
The Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce Sites
The Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce SitesThe Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce Sites
The Insane Business Case - Why Brand CFOs Love Uniting Brand & Commerce Sites
 
Web Design For ROI
Web Design For ROIWeb Design For ROI
Web Design For ROI
 
Rezgo Partnership Presentation
Rezgo Partnership PresentationRezgo Partnership Presentation
Rezgo Partnership Presentation
 
Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...
Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...
Optimizing Landing Pages for Lead Generation and Conversion Webinar Slides Hu...
 
Telecom Business Advisory Initial Meeting
Telecom Business Advisory   Initial MeetingTelecom Business Advisory   Initial Meeting
Telecom Business Advisory Initial Meeting
 
Utilizing SharePoint to improve your business
Utilizing SharePoint to improve your businessUtilizing SharePoint to improve your business
Utilizing SharePoint to improve your business
 
Sales Management
Sales ManagementSales Management
Sales Management
 
Conversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, Amsterdam
Conversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, AmsterdamConversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, Amsterdam
Conversion strategy & tips: Ton Wesseling A4Uexpo 2009 Europe, Amsterdam
 
communication integrated to the business
communication integrated to the businesscommunication integrated to the business
communication integrated to the business
 
David Braun
David BraunDavid Braun
David Braun
 
Copp 4 Profit:How to reduce operating costs
Copp 4 Profit:How to reduce operating costsCopp 4 Profit:How to reduce operating costs
Copp 4 Profit:How to reduce operating costs
 
Shopify Meetup Singapore 22nd Nov 2017
Shopify Meetup Singapore 22nd Nov 2017Shopify Meetup Singapore 22nd Nov 2017
Shopify Meetup Singapore 22nd Nov 2017
 
How To Hire Exceptional Sales Talent
How To Hire Exceptional Sales TalentHow To Hire Exceptional Sales Talent
How To Hire Exceptional Sales Talent
 

Recently uploaded

Project File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdfProject File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdf
RajPriye
 
amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
marketing317746
 
Cracking the Workplace Discipline Code Main.pptx
Cracking the Workplace Discipline Code Main.pptxCracking the Workplace Discipline Code Main.pptx
Cracking the Workplace Discipline Code Main.pptx
Workforce Group
 
Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...
Lviv Startup Club
 
Exploring Patterns of Connection with Social Dreaming
Exploring Patterns of Connection with Social DreamingExploring Patterns of Connection with Social Dreaming
Exploring Patterns of Connection with Social Dreaming
Nicola Wreford-Howard
 
Unveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdfUnveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdf
Sam H
 
What are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdfWhat are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdf
HumanResourceDimensi1
 
Premium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern BusinessesPremium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern Businesses
SynapseIndia
 
BeMetals Presentation_May_22_2024 .pdf
BeMetals Presentation_May_22_2024   .pdfBeMetals Presentation_May_22_2024   .pdf
BeMetals Presentation_May_22_2024 .pdf
DerekIwanaka1
 
Sustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & EconomySustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & Economy
Operational Excellence Consulting
 
Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111
zoyaansari11365
 
Cree_Rey_BrandIdentityKit.PDF_PersonalBd
Cree_Rey_BrandIdentityKit.PDF_PersonalBdCree_Rey_BrandIdentityKit.PDF_PersonalBd
Cree_Rey_BrandIdentityKit.PDF_PersonalBd
creerey
 
Business Valuation Principles for Entrepreneurs
Business Valuation Principles for EntrepreneursBusiness Valuation Principles for Entrepreneurs
Business Valuation Principles for Entrepreneurs
Ben Wann
 
FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134
LR1709MUSIC
 
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n PrintAffordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Navpack & Print
 
20240425_ TJ Communications Credentials_compressed.pdf
20240425_ TJ Communications Credentials_compressed.pdf20240425_ TJ Communications Credentials_compressed.pdf
20240425_ TJ Communications Credentials_compressed.pdf
tjcomstrang
 
Enterprise Excellence is Inclusive Excellence.pdf
Enterprise Excellence is Inclusive Excellence.pdfEnterprise Excellence is Inclusive Excellence.pdf
Enterprise Excellence is Inclusive Excellence.pdf
KaiNexus
 
ikea_woodgreen_petscharity_dog-alogue_digital.pdf
ikea_woodgreen_petscharity_dog-alogue_digital.pdfikea_woodgreen_petscharity_dog-alogue_digital.pdf
ikea_woodgreen_petscharity_dog-alogue_digital.pdf
agatadrynko
 
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
BBPMedia1
 
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdfMeas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
dylandmeas
 

Recently uploaded (20)

Project File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdfProject File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdf
 
amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
 
Cracking the Workplace Discipline Code Main.pptx
Cracking the Workplace Discipline Code Main.pptxCracking the Workplace Discipline Code Main.pptx
Cracking the Workplace Discipline Code Main.pptx
 
Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...
 
Exploring Patterns of Connection with Social Dreaming
Exploring Patterns of Connection with Social DreamingExploring Patterns of Connection with Social Dreaming
Exploring Patterns of Connection with Social Dreaming
 
Unveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdfUnveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdf
 
What are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdfWhat are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdf
 
Premium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern BusinessesPremium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern Businesses
 
BeMetals Presentation_May_22_2024 .pdf
BeMetals Presentation_May_22_2024   .pdfBeMetals Presentation_May_22_2024   .pdf
BeMetals Presentation_May_22_2024 .pdf
 
Sustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & EconomySustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & Economy
 
Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111
 
Cree_Rey_BrandIdentityKit.PDF_PersonalBd
Cree_Rey_BrandIdentityKit.PDF_PersonalBdCree_Rey_BrandIdentityKit.PDF_PersonalBd
Cree_Rey_BrandIdentityKit.PDF_PersonalBd
 
Business Valuation Principles for Entrepreneurs
Business Valuation Principles for EntrepreneursBusiness Valuation Principles for Entrepreneurs
Business Valuation Principles for Entrepreneurs
 
FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134
 
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n PrintAffordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n Print
 
20240425_ TJ Communications Credentials_compressed.pdf
20240425_ TJ Communications Credentials_compressed.pdf20240425_ TJ Communications Credentials_compressed.pdf
20240425_ TJ Communications Credentials_compressed.pdf
 
Enterprise Excellence is Inclusive Excellence.pdf
Enterprise Excellence is Inclusive Excellence.pdfEnterprise Excellence is Inclusive Excellence.pdf
Enterprise Excellence is Inclusive Excellence.pdf
 
ikea_woodgreen_petscharity_dog-alogue_digital.pdf
ikea_woodgreen_petscharity_dog-alogue_digital.pdfikea_woodgreen_petscharity_dog-alogue_digital.pdf
ikea_woodgreen_petscharity_dog-alogue_digital.pdf
 
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
 
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdfMeas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
 

Sales Automation Process English Short