Sales Process

Create a modern, new-age sales process on Bit and get your team to grow your business.

What is a Sales Process?

A sales process helps sales professionals know how to prospect, qualify leads, handle objections, present and ultimately close deals. This guide serves as an important reference for new and current sales reps.

Why Sales Processes are Important?

Having a document on your company sales process ensures that your sales professionals have everything they need to be successful. It's a smart way of making sure that everyone beats to the same drum and their is a streamlined flow of helping prospects become customers.

What You Should Include in a Sales Process?

Provide an overview of what the sales department thinks about sales and how that fits with the overall goals and vision of the company.
Prospect: Explain how the company gets prospects.
Qualify: Walk through the steps of qualifying prospects.
Connect: Explain how prospect outreach occurs and what the steps are.
Identify Pain and Needs: Explain how your sales team identifies pain and needs from users.
Present: Walk through the steps of presenting the solution.
Follow-up: Provide steps and advice as to how to follow-up
Handle Objections: Walk through the various ways to handle objections.
Issues: Provide guidance of how to deal with issues and how to communicate with various departments.
Close: Walk through the close and how to move the prospect to becoming a client.
Deliver Product/Service: Give the steps of what it takes to deliver the product and service.
Upsell/Cross-Sell: Give advice as to how to go about upselling your current customers.

Key Benefits of Making Your Sales Process on

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink sales process documents and other documents
  3. Create fully responsive documents
  4. Create sales process documents only visible to yourself or your team.
  5. Track engagement on shared sales process documents with clients, partners, etc.

How to Make Your Sales Process Interactive?

Recommended power links and files you can add to your Bit document sales process:

  • Web links
  • PDFs, PowerPoint in Google Drive/OneDrive
  • Google Sheets, OneDrive Excel, Airtable
  • Social Media posts
  • YouTube, Vimeo
  •, Lucidcharts

Sales Process

Here is an embedded Bit document that you can start using for your sales process today:

Rich media embed

Sales Process

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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