INTRODUCTION

Every business has a sales workflow which others may call a sales funnel or sales process. Sales workflow is the steps a business begins in selling a product or service up until the finish. This is successfully closing a deal. The sales workflow may vary in difficulty depending on the type of business and product it is selling. No two businesses are alike and each unique business would have its own unique sales workflow that works.

For insulation businesses, this would require more than just telling your clients what your product is. Part of the sales workflow would be sending information back and forth to your clients. For such businesses, it might require sending a quote or estimate of a prospect project to the client. Quotes and estimates need the client's approval and could mean changes as the client adds or removes desired requests. Hence, closing a deal could mean a seemingly endless communication back and forth and multiple follow-ups.

Understanding Your Sales Workflow from Start to End

To understand the sales workflow better that you are using in your business, one should identify the stages involved. And, it is important to identify which stages might require more focus and attention. Some sales workflow is a repeatable process while some is a scalable sales process. Some businesses might require the ability to customize the sales workflow as well. All depends on the business type, target clients, and nature of the products or services the business offers.

Integrating Sales Workflow into Plexus Software

Plexus Software is a flexible business software where you can easily integrate your sales workflow for greater efficiency, automation, monitoring and more. After identifying the stages of sales workflow, you can integrate each stage into the software. This will allow you to create your own repeatable or scalable workflow process.

• Automation: Plexus Software can help you automate some sales workflow process, especially, quotes and estimates, a highlight feature of Plexus. Plexus can easily replicate or even outperform your best estimator in sending accurate quotes. You can then immediately send quotes and estimates to your clients via email so you can begin closing the deal.
• Workflow Status: With business software like Plexus, you receive assistance in monitoring the status of each stage of the sales workflow. This happens as communication and documentation gets integrated into the software. Workflow status will not only be visible to the managers and sales staff, but information can also be disseminated to any department as needed such as the workers and contractors that would be deployed when you close the deal.
• Deal and Client Information: Plexus Software can also store important details about your client. It also deals with whether it is an active deal, closed deal, under negotiation, or another status. Such client information is crucial in creating follow-ups. It also ensures your sales team and the client is on the right track of your sales workflow.

Plexus Software can do more than just improve your sales workflow. It can also improve the overall workflow of your business as more processes become integrated into the software. Contact us to learn more about Plexus or watch a demo of our software here.

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