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Far too often in Sales, staff are taken away from doing what they do best - selling.
Clearly documenting the RevOps procedures that make up your business will ensure your salespeople can spend more time talking to customers.
CRM Hygeine
Sales teams often aren't getting the most out of their CRMs. Improve CRM hygeine and utilisation with clear, step-by-step documentation.
Prospecting Workflows
From company research, through to prospect data enrichment - sales is a tool-heavy industry. Ensure your team is well-equipped with accurate guides.
Improve Win Rates
A leaking pipeline is often the result of missed steps along the way. Ensure the entire sales cycle is tight with clear procedures and guides.
Prospect Effectively
One of the biggest challenges in Sales, prospecting involves the use of a number of tools to find and contact the right person, at the right team.
Whether it's finding your ICP on Sales Nav or reading through intent data on Demandbase, clearly document your business' how-tos.
Central Sales Processes
Ensure your sales team are all on the same page, and can focus on performing.
With so many Revops processes making up Sales, teams can rest assured with the knowledge that they have a central source of truth.
Understand Sales Data
Sales is built up of a number of key processes. Managers are often blind to which activities are driving outcomes, and how they can improve efficiency.
With Fluency, use in-built process insights to identify bottlenecks, and room for improvement.
Easily edit and customise
Tailor your SOPs to the unique demands and challenges of your operations.
Fluency's edit features and automated style guides allow for the modification of documents to allow for compliant responses to market changes and regulatory updates.
Prospecting
Empower every member of your sales team with clear guides on how to use prospecting tools such as Sales Nav.
CRM
If teams don't understand your CRM, they won't use it effectively. Document CRM processes clearly, and improve the efficiency of your Revenue Operations.
Outbound
Calls and Emails are most powerful when they follow a clear, outlined structure. Empower your team to send the right message, to the right person.
Client Onboarding
Set up your new customers the right way and reduce early churn with clear onboarding procedures.
Lead Qualification
Establishing clear procedures and frameworks to qualify leads and ensure a consistent flow of likely customers into the sales funnel.
Management
With clear process documentation, your Sales staff will be empowered to do what they do best.
Proposal Generation
Ensure consistency and compliance as sales staff get to the final stages of the deal cycle, with clear guidelines.
Objection Handling
Document techniques and strategies for effectively addressing customer objections and negotiating terms that satisfy both the customer and the company.
Targets and Reporting
Create SOPs for measuring sales performance against targets, analysing outcomes, and reporting results to management.
