Give your sales team a set of steps to follow on the path from lead to sale. Include the necessary steps that need to be checked, and make sure you're involving relevant decision-makers. Customise the sales board and opportunities, and in just a few clicks you have a tailored sales process.
Sales process is part of the Upsales add-on CPQ
This article covers:
Sales process: BASIC & PRO compared
There are two Sales process options to choose from:
| Sales process BASIC | Sales process PRO |
| Get sales coaching recommendations | Get sales coaching recommendations |
| Choose which stages to display the sales process checklist | Choose which stages to display the sales process checklist |
| Customise card layouts with text, next-steps, and icons | Customise card layouts with text, next-steps, and icons |
| - | Add custom sales process checklist items |
| - | Option to switch between custom title categories and Stakeholder categories |
| - | Add custom title categories for contacts in your opportunities |
| - | Add custom job titles and decision-makers to the sales process |
| - | Add related companies to an order or opportunity |
How to create a Sales process
- Click Settings → CRM → Sales process
- Under Sales process, click Create new:
- Give your process a name, and choose if it's for specific users or roles. If no specific user or role is chosen, the sales process applies for all users.
- You'll then see a list of default checklist items:
- Always having a next step
- Verify budget
- Verify our solution
- Verify timeframe
- Identify decision-makers - Click to toggle these off or on:
- In each of the list items you can make edits. For example:
a. Always having a next step
You can define what counts as a next step
b. Identify decision-makers
You can define the person (with a role) to speak with during the sales process.
c. All options
You can define which stage of the sales process the items should be shown - Click Save
- Now when you create an Opportunity, you can enable the Sales process:
- Once chosen, the Sales process's checklist items appear in the Opportunity's Tasks tab:
- Tick the box when you've completed an item and it appears at the bottom of the opportunity card:
- Where the checklist says Plan a next step, hover over and click to plan a call or book an appointment:
- The checklist item is automatically checked after a next step has been planned
- When ticking the box for decision-maker, add a contact with the required title category to the opportunity. Alternatively, involve the person in the sales process through an appointment or phone call
- Click Next to review and then Save
- Click the Status toggle to make your sales process active: