Brixen

Master the Sales Process & Client Management: Become a Professional Salesperson.

Every Professional sales organisation like yours would have invested time and money on a Strong sales team and a Proven Sales Process to generate sustainable Revenue Growth, however it is the responsibility of every sales manager to prepare the sales team to deliver the results consistently, by making them understand their Roles and Responsibilities and meticulously implementing the Sales Process. Unfortunately, neither they have enough time, nor they equipped well to transfer this knowledge and process consistently. This program can help you achieve this and more..

sales process management ​

What is Sales Process? 

Sales process is like a roadmap to success for any organization. It helps them identify, qualify, and target the right leads, forecast sales, and manage their pipeline effectively. 

Think of it as a GPS for your sales team – guiding them towards their destination and helping them avoid roadblocks along the way. With a robust sales process management system in place, organizations can stay on track, exceed their sales targets, and achieve long-term growth. 

In short, sales process management is the foundation of any successful sales operation. It provides a clear and structured approach to selling, ensuring that every lead is treated with the attention and care it deserves. So, if you want to achieve and surpass your sales targets, a robust sales process management system is a must-have!  

Sales Process and Client  Management    

Effective sales and client relationship management are like building a sturdy house. It’s not enough to tell your team. Follow the Sales Process Management.

To maintain good relationships with clients – you need a solid foundation and structure in place to make it happen. 

Just like a house needs a blueprint, your organization needs a CRM structure and process that outlines how you will track and monitor your client relationships. This might include using software services to manage client data and interactions. 

But it’s not just about the tools – you also need to train your team on how to use them effectively. Think of it like teaching someone how to use a hammer – without proper training, they might end up hitting their thumb instead of the nail. 

To ensure long-term success, it’s important to set clear goals for your CRM structure and process. These goals should guide your entire team, even during staff and leadership changes. Just like a house needs a strong foundation to withstand the elements, your CRM system needs a strong set of goals to guide your team through any changes or challenges that may arise. 

Importance of building sales process   

Building a solid sales process is critical for any organization looking to achieve sustained success in their sales efforts. A well-defined sales process provides a clear roadmap for sales teams to follow, ensuring that every lead is treated consistently, and no opportunity falls through the cracks. It helps organizations to prioritize and target the most promising leads, improve the efficiency of the sales process, and forecast sales accurately. Additionally, a sales process enables sales teams to identify areas for improvement and make data-driven decisions to optimize their performance. By building and refining a robust sales process, organizations can increase their revenue, reduce costs, and ultimately achieve long-term growth. 

Seven steps to convert a beginner into a professional Salesperson

sales process management  

Defining the Roles and Responsibilities

Business skills for Sales

Self-Management

sales process management

Mastering the seven stages of Sales Process

Maintaining a strong sales Funnel

Client engagement and aligning with their Buying process

Planning and Reporting

Program Format

Client Management ​

Interactive sessions for 4 days (2×2 days with 10 days gap)

Practice and group discussions to accelerate the learning

Client Management ​

On the job activities and 6 week reviews

One-on-one coaching for 30 min (on request)

Coaching workbook to track the progress

Program Deliverables

sales process management  

Clear understanding of roles and responsibilities

Better self-management

Longevity

Better communication

Understanding of account management and Sales Process

Better relationship with team and manager

Ability to create strong funnel & consistent results

Frequently Asked Questions

Anyone who is working in the Industrial Sales Domain and budding engineers who wish to pursue Industrial Sales as their career can attend.

To provide enough time for the participants to apply their learning on the job.

Yes! You will have six weekly review sessions to check your learning and progress. You can also opt for 30 minutes of one-on-one coaching.

Sales process management is important because it provides a clear framework for sales teams to follow, enabling them to prioritize and focus on the most promising leads, improve their efficiency, and achieve their sales targets. It also helps organizations to make data-driven decisions and optimize their performance over time. 

To create a sales process, you should start by defining the stages of your sales process, from lead generation to closing the deal. You should then identify the key activities, tasks, and milestones associated with each stage and develop a set of best practices and guidelines to follow. It’s also important to establish clear metrics for measuring performance and tracking progress. 

Some common challenges in sales process management include identifying and targeting the right leads, managing the pipeline effectively, forecasting sales accurately, and ensuring that all team members are aligned and following the same process. Additionally, sales processes may need to be adjusted over time in response to changes in the market, customer needs, or internal factors. 

Effective client management requires a range of skills, including strong communication and interpersonal skills, organizational and time management skills, problem-solving and conflict resolution skills, and a deep understanding of the client’s business and needs. Effective client management also requires setting clear expectations from the start, being transparent and honest in your communication, and managing expectations throughout the project or engagement. 

Success in client management can be measured in a variety of ways, including client satisfaction surveys, client retention rates, referral rates, and revenue growth from existing clients. It’s important to track these metrics and use the data to continually improve your client management strategy. 

Seven steps to convert a beginner into a professional Salesperson

sales process management  

Defining the Roles and Responsibilities

Business skills for Sales

Planning and Reporting

Self-Management

sales process management

Mastering the seven stages of Sales Process

Maintaining a strong sales Funnel

Maintaining a strong sales Funnel

Program Format

Client Management ​

Weekly reviews and feedback

One-on-one coaching for 30 minutes Process

Key account plan creation format

Coaching Manual

Client Management ​

4 Days of classroom training (2 X 2 Days with min 10 days gap between two sessions)

On the Job activities

Program Deliverables

sales process management  

Clear understanding of roles and responsibilities

Better self-management

Longevity

Better communication

Understanding of account management and Sales Process

Better relationship with team and manager

Ability to create strong Funnel