The Secrets to Increasing Efficiency: How to Create a System for Visualizing the Sales Process

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The bottlenecks in the sales process become clear, allowing resources to be concentrated on the phases that truly need them. You can grasp in real-time where deals are stagnating and take swift and accurate measures. Evaluation based not only on the volume of activities but also on high-quality data will lead to an increase in the motivation of sales representatives. The behavior patterns of high performers are visualized, and by disseminating this across the organization, the overall sales capability of the organization can be enhanced. Accurate progress management based on data enables reliable sales forecasts, improving the accuracy of management decisions. Establishing a standardized process that eliminates individual reliance leads to the early empowerment of newcomers and a reduction in training costs. 【Strengths and Features】 ■ Thorough visualization of the current bottlenecks in the sales process ■ Elimination of individual reliance and formalization of high performers' know-how ■ Support for operational flow and KPI design to reduce data entry burden

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Is your sales department wasting time on inefficient activities? "PROBiZZ" has published a document summarizing the secrets to creating a system that visualizes the sales process and achieves efficiency improvements. This document provides insights on how to identify bottlenecks, set KPIs, and establish data retention—all in one place. Let’s incorporate this know-how and build a highly reproducible sales organization that eliminates dependency on individuals. Download the document and dramatically improve your sales efficiency.

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Applications/Examples of results

- An IT company that was stagnating at a specific phase and found it difficult to make accurate sales forecasts implemented measures to visualize the entire sales process and set KPIs with the support of 'PROBiZZ'. As a result of clarifying the bottlenecks, the accuracy of sales forecasts improved to over 90%, leading to organizational transformation. - A service industry company where the granularity of activity reports varied among sales representatives and data utilization was lacking executed measures under the guidance of 'PROBiZZ' to establish an operational flow that minimized the input burden on SFA. As a result of standardizing data entry, the behaviors of high performers became visible, and sales capabilities improved. - A manufacturing company that was spending time and costs on training new employees implemented measures using 'PROBiZZ' know-how to standardize a highly personalized sales process and build a system where activities could be conducted within a visualized process. This resulted in a structure where new employees could become effective contributors in a short period.