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Sales Process Map

Sales Process Mapping for More Revenue

Tutorial
A sales process is the series of interactions between a company and a lead that take the prospect from New Lead to Customer to Raving Fan. Typically these steps can be clearly defined so that even the newest member of a sales team can execute them with ease. Consider the documented sales process a roadmap. It guides your sales team on what to do during each phase of the customer journey–from someone becoming aware of your products or services to end with a sale–or repeat sale.
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A diagram of sales process mapping by Ops Designed

Fixing a Leaky Plumbing Funnel

Case Study
Ops Designed was contracted to map the sales process for a Boston-based home services company offering Plumbing and HVAC services. The project goal was to better understand deal conversion and sales rep attribution. Ultimately we also identified a major opportunity to streamline their top-of-funnel lead management. 
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What is a Lead vs. Deal in Pipedrive?

What is a Lead vs. Deal in Pipedrive?

Tutorial
Pipedrive is a sales customer relationships management (CRM) tool enabling sales teams to make more sales while doing less work. One of the most appealing features of using a CRM is organizing information and processes to keep sales teams from missing out on communications and potential sales. One way Pipedrive helps do this is by allowing you to designate potential customers as “deals” or “leads.”
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