{"id":3752,"date":"2023-01-24T07:44:58","date_gmt":"2023-01-24T15:44:58","guid":{"rendered":"https:\/\/www.golinks.com\/blog\/?p=3752"},"modified":"2024-10-01T12:22:57","modified_gmt":"2024-10-01T19:22:57","slug":"improve-sales-workflow-management","status":"publish","type":"post","link":"https:\/\/www.golinks.com\/blog\/improve-sales-workflow-management\/","title":{"rendered":"7 Ways to Improve Sales Workflow Management (…and close more deals)"},"content":{"rendered":"\n

Often, as sales teams scale, they\u2019ll start to feel growing pains around their workflows. In the early stages of growth, it may work to track prospects in an Excel sheet and jot down customer notes in a shared Google Doc. But as a team grows, these processes start to break down.<\/p>\n\n\n\n

Having a good workflow in place is critical for sales. A sales team uses repeated and scalable processes<\/a> in order to sell, with team members reaching out to prospects, booking meetings, negotiating, and signing contracts.<\/p>\n\n\n\n

In the same vein, your sales workflow should be systematic and scalable. It should streamline and automate team members’ tasks, decrease human error, and increase collaboration and efficiency. The right workflow should leave no doubt in your team\u2019s mind about when, where, and how they should carry out certain tasks.<\/p>\n\n\n\n

Below, we\u2019ll walk through seven steps you can take to improve your sales workflow management \u2014 helping your teams get more done in a day, so they can close more deals.<\/p>\n\n\n\n

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1. Find the gaps in your existing processes<\/h2>\n\n\n\n

Before you start making any changes to your workflow, you\u2019ll want to know which areas need to be addressed. Start by talking to your sales team, tracking where team members are spending the most time, and uncovering bottlenecks and pain points.<\/p>\n\n\n\n

Is your team struggling to follow up promptly with prospects? Are they reaching out to the wrong contacts at an organization? Are they spending too much time entering data into a customer relationship management (CRM) system? Are customer notes getting lost when prospects are handed from a business development representative (BDR) to an account manager (AM)?<\/p>\n\n\n\n

Take a look at your gaps, rank how pressing each problem is, and then prioritize finding solutions.<\/p>\n\n\n\n

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2. Find the best productivity tools<\/h2>\n\n\n\n

Sure, you can dig a hole with a spoon \u2014 but a shovel will get you far better results, far faster.<\/p>\n\n\n\n

Similarly, you should be tackling each step in your sales process with a productivity tool that\u2019s custom-built for the job. The right tools should streamline communication, boost collaboration, and make it easy for team members to find exactly the data they need.<\/p>\n\n\n\n

A few sales productivity tools<\/a> that we recommend include:<\/p>\n\n\n\n