The Sales Lifecycle Process Tracker document is used to assist sales reps & managers manage a client end to end. From lead stage through to close, and maintenance. DESCRIPTION A sales cycle is a process that your company undertakes when selling a product or service to a customer. Think of this as a series of steps that leads you up to a sale. The importance of sales cycles This document is important to identify the stages of your sales cycle, and track key metrics that you can use to measure your team’s performance at each stage. Our template makes it easy for you to train new sales reps. You’ll be able to provide these reps with a structured roadmap, which lets them familiarize themselves with your process. On top of that, having a better understanding of your sales cycle also empowers you to structure your team more effectively. It helps to reduce sales bottlenecks when it comes to following up with leads. Keeping track of your sales cycle also helps you to better evaluate your team’s performance. If the average length of your sales cycle is decreasing month-on-month, this means that your team is effectively closing their leads in a shorter period of time, which is great news. It’s also worthwhile to benchmark the length of your sales cycle against that of your competitors, so you can see how you’re stacking up. The template covers: * Prospecting (what is the account strategy & how are you reaching them) * Intro & Discovery Call * Demo of product or service and preparing for the demo * Getting a client to close * Implementation & maintenance FORMAT: ExcelPAGES: 5How to UseThe template is an excel document and is ready to download and edit immediately.Once purchased, wait a few moments while it creates your download, and you can then download when the ‘DOWNLOADS READY’ box appears. You will also receive an email with the downloads so you can access them later.Customise the document with your business name and logo. You can also change the theme template to update the colour profile to match your corporate colours. Read through every section and customise to your business. If something is not relevant, simply delete it. And of course, you can add any additional paragraphs or sections as you require.
