Document your sales process and improve team alignment with Mural

Why use Mural for building a sales and operations process:

Every sales and operation team has their own best practices, and hopefully, these live in a single-source-of-truth document that’s easily accessible for your team. Having your sales and operations process documented can boost your efficiency and consistency, train and align your team, manage time and resources, and increase conversion rates.

Here’s the thing about processes, though: They change all the time. That’s why using a collaborative tool like Mural to document your sales workflow is clutch‌ — ‌it’s easy to collaborate with your team to update and improve documentation as your sales team process changes. Plus, it’ll look nice, and that’s not nothing!

The benefits of using Mural to design a sales process chart 

• Save time with ready-to-use templates. No need to create a sales process flowchart from scratch! Start from one of Mural’s templates with all the elements you need to build out a bespoke sales process flow diagram for your team. As an example, Mural’s Simple Sales Presentation template is a great one to incorporate into your sales toolkit.
• Boost team productivity with real-time collaboration. Sales process mapping isn’t a one-person job‌ — ‌Mural allows your team to collaborate with your team in real time to create and continuously improve your sales team process.
• Gain clarity through visual frameworks. A sales process chart can provide valuable insight and context that a boring checklist just can’t cover. Some examples of sales processes include flowcharts, Gantt charts, swimlane diagrams, and sales funnel diagrams. These can give your team a comprehensive understanding of how your sales process works‌ — ‌and how to implement it. ‍
• Enhance efficiency by integrating with CRMs and other essential tools. Small businesses use an average of 3-5 sales tools, while large enterprises often use upwards of 20! That is to say, your sales workflow doesn’t exist in a vacuum‌ — ‌neither does Mural. Easily integrate Mural with other tools your team uses every day like Asana, Notion, Google Suite, Microsoft Suite, Adobe Suite, and more.

Common challenges when creating a sales team process and how to overcome them with Mural’s visual collaboration tools

Sales processes can be complex, which means it might seem easier to just stick with what you know rather than adopting new sales process workflow software. Think bigger! Mural can help tackle some of the complexities of creating and implementing your sales and operations processes with visual collaboration tools. 

• Resistance to change. If it ain’t broke don’t fix it, right? When you’re trying to get buy-in to improve your sales process, this attitude can bog you down. Mural makes it easy to visually map how changes in your sales process will impact down-the-funnel sales success. 
• Lack of clear objectives. Is your team aligned on your sales goals, and how to achieve them? Mural allows your team to work synchronously‌ — ‌or asynchronously! — share personal and team sales goals within your whiteboard space and vote on the most important. 
• Complexity. A sales process that’s too complicated can confuse your sales team and customers. Visually documenting your sales process can help you more easily identify and eliminate redundancies, bottlenecks, or unnecessary steps. 
• Technology integration. Using different CRM systems, sales automation tools, project management software, and scheduling tools creates a lot of opportunity for inconsistency. Mural easily integrates with your other tools to keep everything centralized and coherent. 
• Scalability. Scaling your sales process requires adaptability. Documenting your sales process in a living Mural makes it easy to update frequently. It’s also infinitely resizable, meaning it can physically scale with your sales process!

For more information on how Mural can help you empower your team to close deals faster, check out these tips.

Best practices on how to build a sales process and make it visual and scalable with Mural

If you’re stumped on how to create a sales process, start with these best practices. Whether you’re building a B2B sales process, a SaaS sales process, or an online sales process, these tips will help you build a comprehensive, easy-to-understand diagram for posterity. 

Map out each stage of your sales funnel

Identify each stage of your sales funnel in an easy-to-follow flowchart. What happens at each step? What people and resources are involved? What tools do you use at each step? Make sure your sales process is consistent with what’s going on in your customer funnel.

Document your sales processes for consistency

Don’t skimp on details! To ensure consistency among your sales team, make sure you document every part of your process, even details that might not seem helpful to veterans. New sales team members won’t know what they don’t know, so help them out with a thorough sales process flow diagram.

Leverage automation for repetitive tasks

According to a study by CSO Insights, sales reps spend only about 36.6% of their time on actual selling activities. Sales process automation can’t only help you save time; it can cut down on steps in your sales process so your team can focus on, well, selling. Tasks like lead generation,  data entry, and analytics can be easily automated and free up your team to nurture leads and build relationships. 

Regularly review and improve your processes

As team feedback and sales analytics roll in, you’ll probably have to review and revise your sales process. Mural’s flexible permissions allow your team to jump in with valuable feedback at any time. Learn more about how Mural can help you win deals and build stronger partnerships here.

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