Visualise opportunity status
Stop the guesswork, remove the subjectivity. Track the maturity of up to seven different aspects of any opportunity, and understand the real status of your pipeline.
Essential Sales Process radiates information visually so your team is all on the same page.
Focus on the right deals
Powerful checklists help you qualify, plan and develop your opportunities – so you understand exactly where you are, and the outcomes you need to achieve next in order to win.
Continuous qualification throughout the sales cycle ensures your team invests time and effort in the right deals.
Sell the way your customers buy
Build trust and reduce friction by aligning your sales cycle to the way your customer chooses to buy.
Essential Sales Process’ outcome based approach frees you and your team from inflexible sales cycles, allowing you to focus on delivering value by matching your style and behaviour to your customer’s.
Improve forecast accuracy
Forecasting no longer has to be a “black art”. Remove the guesswork by basing your forecast on objective outcomes.
By following a rigorous and comprehensive checklist based process, opportunity status is automatic, accurate and transparent.
Spot risks and issues before they derail your opportunity and ensure your forecast has no hidden surprises.
Right-size your sales process
Remove waste and increase agility by right sizing your sales process to fit your opportunity.
In sales, one size does not fit all – each customer and every opportunity presents unique challenges.
Essential Sales Process allows you to tailor your approach, providing just enough guidance and governance to help you win.
Work the way you want
Digital apps not your thing? Team has the benefit of being co-located? Prefer tactile tools for managing your work and collaborating? Then the Essential Sales Process cards are perfect for you. Learn more.