Most (hopefully most) sales teams already have a sales process that usually works great for them, but what if it could be better? Have you struggled with aspects of your sales process before? There are several simple ways to adjust what you’re doing to make you more productive and effective. We’re going to share four of the ways we’ve found helps guide outside sales teams to their best numbers.

4 Simple Steps to Instantly Improve Your Sales Process

  • Identify your Key Performance Indicators (KPIs)
  • Create an in-depth Process & Checklist
  • Make Content and Resources Readily Available
  • Use Software Integrations

Step #1 Identify your Key Performance Indicators (KPIs)

Key Performance Indicators (KPIs) are the critical indicators of progress toward an intended result. KPIs provide a focus for strategic and operational improvement, create an analytical basis for decision making and help focus attention of your business on what matters most. Not all teams will have the same KPIs but this is a great place to start when developing or improving a sales process.

Good KPIs should:

  • Provide objective/statistical evidence of progress
  • Offer a comparison that gauges the success of your team
  • Are balanced between lacking and lagging indicators

Step #2 Create an in-depth Process & Checklist

Standardizing your sales process with a clear pipeline and actionable steps is a great way to keep your business, reps, and managers all organized. 

In a B2B Study, Vantage Point Performance and Sales Management Association found that “On average, companies that reported having ineffective pipeline management had an average growth rate of 4.6; companies with effective pipeline management had an average growth rate of 5.3, a 15% increase. Even more interestingly, companies that mastered three specific pipeline practices saw 28% higher revenue growth.”

To learn more about how to build a sales process, use our guide.

Step #3 Make Content and Resources Readily Available

There’s almost nothing worse than a rep selling wanting to send their potential customer collateral information on the business, pricing, etc. and not being able to. If as reps and managers you don’t have quick access to shareable sales enablement content, you need to change that. Customers like stats, proof, and information before making a purchase.

You can learn everything you need to know about sales enablement with our Sales Enablement 101 Guide.

Step #4 Use Software Integrations

Finding and using the right software is a game changer in sales. Too many companies waste time doing simple data entry or lead creation when it should be automated. Once you find the right integrations or software platforms for your business, you’re guaranteed to start optimizing your sales process and making the most of your selling hours—see down below our newest integrations, they could be the answer to your data problems.


JobProgress is an all-in-one cloud based contractor’s business platform that is flexible, easy to use, and highly intelligent. JobProgress allows contractors and their teams to meet their business, strategic and personal goals in a simple, easy to adopt format.

What does this integration do?

  • Create a Customer in JobProgress.
  • Create a Job in JobProgress.
  • Upload files into JobProgress.

Set up this integration now!


HighLevel is an all-in-one sales & marketing platform that’s tailored for agencies & marketers.

What does this integration do?

This integration transfers lead data from SalesRabbit to HighLevel by creating a contact, along with the option to create an appointment and/or create an opportunity in HighLevel. Improve efficiency by removing the need for multiple data entry!

Set up this integration now!


Insightly provides customer relationship management software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others.

What does this integration do?

  • Create a Contact in Insightly.
  • Create an Opportunity in Insightly.
  • Create an Event in Insightly.

Set up this integration now!


Schedule a Demo Here

The post 4 Steps to Improve Your Sales Process appeared first on SalesRabbit.

Diana May-Jennings

Author Diana May-Jennings

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