[Free Download] How to Create a System for Visualizing the Sales Process

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last updated：Jan 08, 2026

エンジン

We will specifically explain the mechanism for visualizing personalized sales activities and transforming them into a reproducible process.

**Benefits** - Visualize and manage sales progress and results - Organize information that allows anyone to make the same judgments - Prevent the personalization of tasks and elevate the entire organization 'PROBiZZ' provides a system to visualize all sales processes and eliminate the risks of personalization. It allows for centralized management of activity history and collection of logs for calls and emails, enabling the accumulation and organization of the "invisible movements" in the field as data. This clarifies variations among sales representatives, making it easier to identify bottlenecks and devise improvement measures. Furthermore, the flow leading to sales results is visualized, allowing managers to make appropriate decisions in real-time. By templating past successful processes, newcomers and transfers can quickly replicate actions that lead to results. Through the systematization of sales that begins with 'PROBiZZ', organizations can break free from the personalization of results and enhance overall productivity.

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basic information

The visualization of sales activities directly leads to improved management accuracy and organizational performance. By utilizing 'PROBiZZ', a system can be easily established to clearly record and share the sales process. Information such as negotiation progress, action history, and response status is visualized in real-time, contributing to the prevention of oversight. Additionally, the correlation between the behavior characteristics and results of each representative can be analyzed, enabling the effective horizontal deployment of approaches. Leaders will be able to provide appropriate feedback based on the "process" rather than just the results, improving training efficiency. As a result, sales outcomes will become established within the organization as a "reproducible process" that does not depend on specific individuals. 【Strengths and Features】 ■ Automatically visualizes and records the sales process ■ Analyzes behavioral tendencies that lead to results ■ Information necessary for management decisions is shared immediately

Price information

If you are facing issues such as sales being dependent on individual performance and results being unstable, or management relying on intuition, please take a look at the materials for 'PROBiZZ.' We clearly present specific methods to enhance the visibility of sales activities and the reproducibility of processes, along with case studies.

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Applications/Examples of results

- An IT company implemented "PROBiZZ" to visualize activity data by sales team, successfully standardizing high-performing behaviors within the organization. - In the human resources industry, sharing negotiation histories and response statuses has improved the speed and accuracy of sales managers' decision-making. - In the manufacturing sector, patterns of contracts were extracted from records of interactions with existing customers, optimizing the timing for inside sales across the company.