Automations to build
The specific automations that need to be created to remove manual work from your process.
Sales Process Mapping
Sales process mapping is a key component of creating your optimized sales state. Through mapping we identify the unique steps of your sales cycle and determine where process definition and automation can streamline your sales operations.
What is and impact of Sales Process Mapping?
Aligns all stakeholders on sales entry and exit points, key follow ups, data capture, and more.
Provides clarity to the timing, CTAs, and outcomes of each step of your sales process.
Defines each process & automation in your sales cycle resulting in a clear development roadmap.
How does mapping work?
Sales Process Mapping is completed over two weeks through two to three 90-minute mapping sessions attended by key sales team stakeholders.
Each meeting is led by Liz Peterson, founder of Ops Designed, and will explore your existing processes, potential gaps, and points of failure. You'll discuss how long each Deal should be worked, why it's okay to mark a Deal as lost, and identify where process definition and automation can help you and your sales team win more business.
Project Deliverables
At the conclusion of your Sales Process Mapping project you'll have a detailed sales process map highlighting:
SOPs and email templates
The documentation and templates that need to be written so your team works the same way every time.
Your CRM requirements
The exact setup needed within Pipedrive to support the process and automations defined.
Training and reporting needs
What your team needs to learn, plus the metrics and dashboards you'll want set up.
After Sales Process Mapping we can roll right into an Implementation project. During that project we'll configure your CRM, build all of the defined automations, create your Sales Process Handbook, and ensure your team is using the system as designed.
Frequently asked questions
I already have a process map. Can we use that one?
Absolutely. Your map gives us fantastic context as we get started on the detailed one. The map we create together will very specifically define the what, when, where, why, and how for each step of your process, and make sure there are no loose ends that leave leads to rot in your pipeline for weeks or months on end.
Does mapping include automating processes?
No — mapping is the blueprint, not the build. At the end of the project you'll have your detailed process map plus a clear outline of the automations, SOPs and email templates, CRM requirements, and team training and reporting you need. You're welcome to take that map and implement it on your own or we can do it for you.
I'm already using Pipedrive. Is this process still right for me?
Absolutely. It's perfect for companies looking to get started with Pipedrive and those looking to overhaul their existing setup. If you're frustrated with Pipedrive and know you're not using it to its fullest, a Sales Process Mapping project will help you unlock its potential.
What type of companies do you normally work with?
One of the reasons we love Pipedrive is because of its flexibility. Whether you're a startups preparing to scale, a solo entrepreneur looking for extra hours in your day, or a company that's been around the block but never really had a CRM in place, you're a fit for Sales Process Mapping and Pipedrive. If your company wants to get more done in less time, create better customer experiences, or finally get a handle on sales metrics, you've come to the right place.
Will you advise us on sales best practices?
Yes. We consider ourselves Sales Process Advisors, not consultants. We won't just build what you tell us or map what you say you need. We'll ask questions along the way to reduce friction in your sign-up process, improve conversion and response rates, and ensure we're building a system that creates efficiencies for your sales team, which is key to getting anyone to use it!