How To Execute a Quick and Easy Sales Process

  • Time to read 1 minute sales process

The sales process can be long and overly complex if you're not using the right tools to execute it. A lot of companies struggle with their sales process because they haven't got all of their data in one easy to view platform. That's where we come in. At we are the UK partner for which is a super awesome sales management system! It can manage your sales process right from the very beginning, let me show you how.

Starting with the leads have a great form functionality where you can customise your questions and then embed it onto your website. All of the data that is submitted into your form is automatically put into a board so that you can access the information quickly and efficiently. Within the board you can have extra information, for example, local time, assigned team members and tasks, this information can all be hidden on the lead generation form. The tasks can be tracked so that you're aware of which leads have been contacted and what stage they are in. All of your emails can be integrated with so that you don't miss out on any vital information. 

Get a wide overview of all your data

All of your data will be centralised in one place whilst your leads flow through your sales funnel. If one of your prospects call you up to ask you a question, you'll no longer need to worry about finding their previous communication because it'll all be there for you within one, easy to use platform. This will enable you to see the bigger picture and make more strategic decisions faster. 


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Measure your success 

With's fantastic reporting features, you can measure how many leads you've got in certain stages. For example, you may have 20 leads that are converted, whereas, you may have 5 leads that are in negotiation. This shows you what is still being worked on and it'll help you to analyse what information that client may need to convert them. If you wanted to report on your pipeline, you could, by selecting a bar chart you could filter the report by assigned users and see how much money each person has bought in that month. Any information that you have within your system, you can report on which makes tracking monthly KPIs and targets a lot simpler. 

Integrate with your favourite tools

Although you're managing your whole sales process within that doesn't mean you have to work within one system for your other processes. You may already have Mailchimp managing your marketing and Shopify managing your orders, that's okay because integrates with these tools so that you have seamless and accurate information in all of your software systems.

Sales processes don't need to be complicated if you've adopted a software solution that you can trust and rely on. is a versatile sales management software built for unique processes. It does all of the hard work for you so that you can focus on personalised communication. Start your journey today. Get a free one-hour sales consultation to see how the system could enhance your processes.

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