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Sales Process Management

Sales Process Management, opportunity management, order processing & customer management, invoicing and revenue, reporting.

The Machine in Action

Like any machine, a business’ sales process management plan can be well-engineered and efficient, or it can be clunky and uneconomical. Badly designed or poorly tuned, a lot of energy is wasted and performance lost. The typical buyer’s journey involves anything up to 12 touch points with your brand before they become a customer. Without an effective means of identifying when a marketing-qualified lead becomes a sales prospect, a lot of time and effort can be wasted.

Design is Key

Lead generation marketing, sales, operations, accounts, management and other stakeholders all need to work with your sales process management system. If your process is designed by collaboration with these major players, it will have their buy-in, and will be aligned with their performance goals. The right system will be determined by factors like; is it easy and accurate for everyone?; does it create efficiency and eliminate roadblocks?; does it capture the right data without interrupting workflow?; what other systems must it work with?

Let the Stars Shine

Your sales reps are chasing revenue and shouldn’t be chasing false leads or bogged down in paperwork. Your operations team need accurate and timely information to deliver to your customer’s expectations, without having to chase it or doubling up on info-gathering. Your accounts team should have up-to- date data at their fingertips so they can generate their invoices and reports without interrupting the flow. And managers should have a clear view of everything at any given moment. All of these things can be designed into a good sales management process, and that’s what we do!

We’re your specialists

At Revisit Solutions our sales process management experts’ job is to tune up or even redesign your sales process so that it runs perfectly, complimenting your lead generation, customer management and reporting systems, and delivers solutions that delight your customer. Automation and efficiency can be built in, so you can develop your customer journey and reap the rewards.

“Kristin was a godsend. We were really struggling with Infusionsoft. It’s such a powerful and complex tool, and we never felt we were in control or using it properly to promote and automate our business. Then, we found Kristin and all that changed. She quickly grasped our business priorities and helped us to implement effective marketing and business automations that truly met our objectives. Her attention to detail has been incredible and her insights into how to get the most out of Infusionsoft are transforming our business. And she’s an absolute delight to work with, friendly, responsive, understanding and focused.”

Christiana Stergiou (Co-Founder) – Moceanic

Revisit can help with your Sales Process Management...

Like any machine, a business’ sales process management process can be well-engineered and efficient, or it can be clunky and uneconomical. Badly designed or poorly tuned, a lot of energy is wasted and performance lost. At Revisit Solutions our job is to tune up or even redesign your sales process so that it runs perfectly.

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