How to Create Sales Documentation: Guide, Examples & Free Template
Close
NOVEMBER 28, 2022
Sales documentation is often overlooked and under-utilized. Follow this guide to prepare and implement sales documents at every stage of the sales funnel.
7 Key Elements of a High-Converting Sales Funnel
Sales Hacker
SEPTEMBER 24, 2022
Building a sales funnel that aligns with your business goals is essential. Each funnel stage defines your steps to turn prospective buyers into customers, even if they’ve never heard of your business before. What is a sales funnel? And then there’s the sales funnel. The 4 stages of a sales funnel.
Paid Content 
118
118 Join 390,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Out with the Funnel, In With the Flywheel: The Modern Buyer’s Journey
Zoominfo
APRIL 17, 2019
We’re speaking, of course, of the sales funnel. The sales funnel represents the theoretical customer’s journey to making a purchase. Marketers structure their entire strategy around moving prospects through the funnel, towards the ultimate goal of winning a new customer. The Sales Funnel. Why is the sales funnel outdated?
Top of Funnel 228
228 
Out With the Funnel, in With the Flywheel: The Modern Buyer’s Journey
Zoominfo
APRIL 17, 2019
We’re speaking, of course, of the sales funnel. The sales funnel represents the theoretical customer’s journey to making a purchase. Marketers structure their entire strategy around moving prospects through the funnel, towards the ultimate goal of winning a new customer. Why is the Sales Funnel Outdated?
Top of Funnel 130
130 
7 Must-Have Automated Documents for Sales Success
Advertisement
Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success. Companies are increasingly implementing technology to bring efficiency to their workforce.
Outbound Prospecting: Thinking Above The Sales Funnel
The Sales Developers
DECEMBER 6, 2019
In order to solve this, we believe that a funnel above the current sales funnel must be built. In this webinar, CEO of CloudTask , Amir Reiter, joined Ryan Reisert to break down the steps to do so and discuss how to activate the funnel above the funnel. Yet, surprisingly most aren’t getting better at achieving quota.
The “Power Seven” Components of Elite Funnel Management
Pipeliner
SEPTEMBER 5, 2019
Companies need excellence in managing their sales funnel at every level. From salesperson self-diagnosis to sales management one-on-ones, to executive funnel meetings, funnel management is the key to understanding the health of the business. 1. Does the Funnel Reflect Your Business? This is a sticky subject.
Sales Goals or Learning Goals
Steven Rosen
FEBRUARY 11, 2024
One effective approach is adopting a methodology akin to funnel management, involving leading and lagging indicators. Analyzing the sales funnel enables leaders to identify areas where reps may need additional coaching or training. Another vital aspect of balancing sales and learning goals is recognizing patterns in sales performance.
Sales Goal 156
156 
Is Your Funnel Full of Fool's Gold?
Pointclear
AUGUST 25, 2016
So, what’s the best way to rid the funnel of fool’s gold (leads that may look good at first blush, but are actually not worth much)? Sales is not as productive as they need to be to meet quota, marketing is wasting its budget generating leads that don’t get followed up, and the company as a whole is not likely to meet revenue goals.
Top of Funnel 100
100 
Crocodoc Brings Online Commenting and Markup to Any Document
Fill the Funnel
MARCH 20, 2012
All of these edits do not actually touch the original document, but rather are all created on an “invisible overlay” over the top of your documents. ©2012 Fill the Funnel. And as yo can see in the graphic below, track who has done what with the original. Simple and elegant – and it works flawlessly.
Top of Funnel 121
121 
How to Personalize Coaching to Increase Team Productivity
SalesFuel
APRIL 16, 2024
They may have recognized that their reps face bigger challenges in guiding leads through the B2B sales funnel. While training content is important, some documents and videos may not be applicable to everyone on your team. And they may also realize that sales training only goes so far in generating higher success rates.
Coaching 115
115 
Do You Know How A Sales Funnel Will Build Your E-commerce Business?
Smooth Sale
DECEMBER 7, 2018
Attract the Right Job or Clientele: Note: Anna Kucirkova provides today’s guest blog, “How A Sales Funnel Will Build Your E-Commerce Business.” You’ve probably heard of sales funnels, but how do they work? A Sales Funnel Will Build Your E-commerce Business. Everyone knows how a kitchen funnel works.
What is next-action-based selling? How to get started with activity-based sales
Nutshell
FEBRUARY 6, 2024
A clearly defined sales process: Next-action sales strategies involve a structured and documented sales process. Of course, activities also vary based on funnel stage. Be specific when creating a task When documenting a sales task, make sure to include all the relevant details. Again, a CRM can help with this.
Surviving Q4: 5 Things Salespeople Should Do to Make Their Number
Sales and Marketing Management
NOVEMBER 12, 2017
The challenge is that if a high percentage of opportunities are at the top of a seller’s funnel, a false sense that “all is well” can result. If a pipeline is thin, it should become clear that time needs to be allocated to business development activities to bring new opportunities into the funnel. Have I documented the buyer's goal(s)?
Proposal 224
224 How to stop losing customers in your sales funnel to your competitors
DocSend
APRIL 13, 2019
Are you losing customers in your sales funnel? Getting prospects into your sales funnel is good. But you shouldn’t stop there because there is another step—you’ve got to keep the prospects in your sales funnel. However, you can’t expect to retain every prospective customer in your sales funnel. Identify the problem.
How to maximize your deal desk process flow
PandaDoc
MARCH 29, 2024
The deal desk process is a series of steps designed to oversee and move sales deals through a sales funnel until they get signed. These tools come with the following features: A tracking feature A tracking feature shows you what progress has been made in a document.
Maximizer 52
52 
3 Sales Ops Strategies to Prevent Deals from Stalling at Closing
Sales Hacker
JUNE 24, 2021
Stalled deals are usually a result of placing too much emphasis on optimizing the top-of-the-funnel at the expense of the bottom. Let’s assume your top-of-funnel is running smoothly, your reps are working good deals with qualified prospects, but deals are still getting stuck. If so, it’s not a rep problem. It’s a process problem.
Top of Funnel 108
108 
The GTM Learning Loop: How to Optimize Your Funnel with Applied Learning
InsightSquared
SEPTEMBER 20, 2018
Start by reviewing these metrics to help identify the area of the funnel that is having the most issues. If the conversion rate is much lower, then compare the leads to your ICP (ideal client profile) as you may be driving the wrong traffic and leads into the funnel. You can see this in the InsightSquared chart below.
Why Recruiting is Like Marketing
DiscoverOrg Sales
AUGUST 19, 2016
Build a Recruiting Pipeline Funnel with Clear Goals For Each Candidate Stage. This pipeline funnel looked very similar to a marketing pipeline funnel, and we built it from the ground up with solid data on our conversion rates at each stage of the hiring process. Identify How The Pipeline Funnel Changes For Every Role.
Hiring 222
222 
Crocodoc Brings Online Commenting and Markup to Any Document
Fill the Funnel
MARCH 20, 2012
All of these edits do not actually touch the original document, but rather are all created on an “invisible overlay” over the top of your documents. ©2012 Fill the Funnel. And as yo can see in the graphic below, track who has done what with the original. Simple and elegant – and it works flawlessly.
When To Personalize and When To Automate Your Selling Tactics
Crunchbase
OCTOBER 10, 2019
Undoubtedly, automation should play a vital role in every business’s sales funnel. However, not only should businesses automate their sales funnel, but they should also use personalization in sales. They can automate specific tasks in the sales funnel while personalizing others. Stage 2: Evaluation.
Top Sales Tools of 2020 and the Digital Sales Revolution
SBI
DECEMBER 8, 2020
Whether you want to move more leads into the top of the funnel, optimize sales processes in the middle of the funnel, close more deals at the bottom of the funnel, or improve sales knowledge and skills improvement, this guide has you covered. I include more than 20 solutions that can make a huge impact on sales.
Top of Funnel 169
169 
The Sabermetrics of the New CMO
SBI Growth
JANUARY 25, 2014
The Sales Qualified Lead is what drives the % of marketing contribution to the funnel. of Marketing Contribution to Sales Funnel (Opportunities) And Marketing Contribution as a % of Revenue (Wins). Your content marketing is selling when the rep isn’t present and identifying funnel opportunities. It also requires you to be agile.
How to boost your sales performance with opportunity management
PandaDoc
FEBRUARY 23, 2024
Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. You can find information about the proposals or quotes you’ve created or sent, how many of them were viewed and signed, and also how long your entire document workflow takes.
Opportunity 52
52 
? A Peek Behind the Curtains of 2 Companies Excelling Despite a Challenging Macro Environment
Sales Hacker
DECEMBER 1, 2023
Funnel data also enabled the team to go from a tight ICP to a super tight ICP. Start-ups to watch: Document Crunch released its latest product along with an exciting integration announcement: Document Crunch for Word. Leveraging data was a contributing factor in win rates improving by 20%.
Pipeline Vs. Opportunity Review – Sales eXchange 169
The Pipeline
OCTOBER 8, 2012
They are not the same, you can equate a pipeline with a funnel and funnel review, it is not the same as an opportunity review, and pretending they are will cost you time and money. Regardless of how you look at your pipeline or funnel, it is likely to have a minimal number of clear stages or sections.
Pipeline 244
244 
Successful Lead Generation - One Size Does Not Fit All
Pointclear
JULY 16, 2013
Does your firm have the capacity and expertise to develop targeted content for different buyer personas at different stages of the sales funnel? Environment documented. Decision-making process and timeframe documented. Budget allocated or process for budgeting documented. Competitive landscape documented.
Lead Generation 225
225 
What is Lead Nurturing, and How Can It Help You Get More Deals?
Nutshell
MARCH 15, 2024
The prospect may have shown interest, which means they’ve entered your sales funnel as a lead. Pivotal stages in the lead nurturing process The actions you take to establish solid relationships with your prospects depend on where they are in the buyer funnel and the next step you’d like them to take.
Utilizing Buyer Personas in a Business Development Strategy
Janek Performance Group
MARCH 26, 2024
Seventy-one percent of companies that exceed lead generation and revenue goals have documented buyer personas. These distinct roles can provide unique insights at different stages of the sales funnel. This should include their experience at different levels of the sales funnel. This includes BDRs and account managers.
4 methods to boost your outbound sales strategies
PandaDoc
APRIL 20, 2022
If done correctly, reps may be able to push users farther down the funnel by helping them draw connections between product features and existing pain points. Document generation tools, like PandaDoc, can help you quickly create sales documents and contracts that push a deal forward. Teach yourself 3 deal-closing methods.
Outbound 98
98 
SweetProcess – Capture The Process and Achieve New Success
Fill the Funnel
OCTOBER 8, 2013
SweetProcess is a web tool that helps you document all those repetitive tasks that eat up your valuable time. Documenting these steps for analysis and improvement is an important role for sales management and sales operations leaders. Who said documenting your processes has to be a pain? Why is SweetProcess so helpful?
Scale 106
106 
4 Forever Changes Transforming B2B Revenue Activities
Sales and Marketing Management
DECEMBER 14, 2020
That means they are engaging with your content further down the funnel. Which types of content and experiences drive self-service buyers to take more action, accelerate their interest and move them further down the proverbial funnel? Marketing needs to develop a second dedicated funnel for customer expansion.
B2B 199
199 
The Need for Speed: Intelligent Lead Routing Means Faster Prospect Connections
Zoominfo
JULY 28, 2022
A sales funnel powered by volume and velocity is vital to stay competitive in today’s market. Inefficient integration creates delays in the lead-to-revenue process, particularly when it comes to lead follow-up, and it puts a damper on a company’s sales funnel. But can all of that be possible at the same time? Without a doubt.
Lead Rank 130
130 
What Is The Difference Between Lead And Opportunity In CRM?
Apptivo
AUGUST 25, 2021
Occupying the top of the sales funnel, leads are a person or any business that is not yet qualified. Moving down the sales funnel, an opportunity is a qualified lead who has expressed their interest in your product or service. What is lead in sales? So, a lead marks the beginning of the sales cycle. What is an opportunity?
Build a Top of the Funnel Sales Process Like an Expert
SalesLoft
MARCH 21, 2013
We were speaking with Steve Richard at Vorsight – one of the foremost experts on inside sales training and implementation – when he shared with us a compelling insight: Companies need to start focusing more attention on the top of the funnel sales process. In sales, you want to get the conversation started off in the right foot.
8 Ways to Jumpstart Your Sales Execution Today
Hubspot Sales
JULY 28, 2021
That can mean anything from your customer experience to the way that your sales team generates interest and reaches out to prospects to the nuances of your sales funnel. One of the best ways to ensure that leads move through your funnel as quickly as possible is to define clear stages in your sales pipeline.
Top of Funnel 114
114 
6 Steps to Build a B2B Sales Organization from the Ground Up
Alice Heiman
NOVEMBER 28, 2018
Construct a Sales Funnel . Your sales process must be clear and documented so others can follow it. Document it so you can teach it. Step 5: Construct a Sales Funnel . You may have a CRM, that builds a pipeline or funnel report, but that may not be effective. Define Your Sales Strategy . Craft Sales Messaging
Hiring 102
102 
How We Netted $100k by Using Marketing Attribution Data to Personalize Email
Sales Hacker
SEPTEMBER 6, 2021
It’s used by salespeople to collaborate on documents like sales contracts as an alternative to the painful process of emailing contracts back and forth and using MS Word’s track changes feature to identify what changed. We have a page that ranks for version control for Word and one that ranks for merge Word documents. Wrapping up.
Data 67
67 
How To Be More Collaborative With Your Data
Zoominfo
JULY 1, 2020
Sales and marketing often speak different languages: Convert vs Close, Prospect vs Leads, Sales cycle vs Marketing funnel. Think of the way Google Docs makes sharing documents easier — data collaboration is the same idea. This can make alignment between the two difficult. Data, on the other hand, is a universal language.
Data 246
246 
Deal Hacker: 3 Sales Ops Strategies for Successful Closing
LeadFuze
NOVEMBER 30, 2021
It’s common to focus too much on the top of the funnel and neglect bottom-of-the-funnel tactics. Here are three ways that we can use to keep them on track with their deals: 1) Provide coaching training in closing skills, 2) Improve resource availability for reps at the bottom of the funnel (e.g., First, the how.
Build a B2B Sales Organization from the Ground Up
Alice Heiman
JANUARY 16, 2019
Sales Funnel. It won’t be to a new sales rep, so document it and teach it to your new sales rep won’t waste time figuring it out for themselves. Construct a Sales Funnel. Effectively track sales opportunities as they move through the funnel is the secret to managing sales. Sales Strategy. Lead Generation Process.
Hiring 119
119 
Sales Proof of Concept (POC): 5 Ways to Drive More Revenue
Sales Hacker
SEPTEMBER 16, 2021
To help demystify this sales POC term and provide context for all go-to-market professionals, let’s expand on each of these terms and identify five things the pre-sales professional can do to drive more revenue within the middle of the funnel. Evaluations and sales POCs are one of the most critical steps within the middle of the funnel.
How to Build a Culture of Effective Sales Coaching
Miller Heiman Group
FEBRUARY 20, 2020
Sales managers should engage in five kinds of strategic coaching conversations: Lead and opportunity coaching: Determining where an opportunity is along the customer’s journey and identifying activities to push the opportunity through the funnel. Account coaching: Cultivating and managing buyer relationships and identifying leads.
Close More Deals With These 8 Lead Management Best Practices
Nutshell
FEBRUARY 21, 2023
Set up and document your sales process You probably have a sales process in place. Create a live documentation of your sales process to identify inefficient efforts and duplicated tasks. Create a live documentation of your sales process to identify inefficient efforts and duplicated tasks.
Let's personalize your content