Sales CRM

Top performing sales team has one quality in common: they are persistently organized.

They know their flow and they keep all details in check so they don’t miss a step in ensuring the best experience for potential leads. Maintaining great relationships for customers is one of the top priorities of every salesperson. A customer may not buy your product right away, but they could recommend it to their friends or eventually try your product out. Understanding this, teams try their best to stay on top of their Sales CRM process.

Bloo's Sales CRM Template

How Bloo Generated This Template

The process of maintaining great connection with customers is straightforward but requires a deep understanding of what your customers do and how your products help them succeed. Once you know the values you provide, the leads you attract will more likely share similar values.

Bloo understands that every sales team’s goal is to close deals and one way to do that is to stay organized and nurture leads as they go. Our tool has made it possible to build a reliable sales pipeline, keep data in one place, and collaborate together. Here is a little tip and trick on how we came up with our Sales CRM template:

1. Identify Sales Process from Open to Complete

We take the time to list down all possible steps sales team goes through to close deals with potential prospects. They include steps from: Incoming Prospects, Qualified Prospects, Cold Calls, Emails, Proposals, Meeting, Negotiations, to Deal Closed.

2. Define Todos of Each Process

Each of the steps contains its own important remarks and todos. It’s important that we list down those details like: personalizing the proposal by adding prospect’s logo, noting down names & contacts of prospects, dropping proposal to email before cold-calling, etc. At this stage, it also makes sense to reflect on the current bottlenecks of each stage and how you can eliminate them.

Exercise: Busting bottlenecks in sales

  1. Get your group of sales team together

  2. Dedicate a whole 1 hour to identify bottlenecks & finding solutions.

  3. Activity 1: Meeting host explains the objective of the meeting - improving sales process by eliminating bottlenecks

  4. Activity 2: Group up attendees to 3-4 people in a team and give each team 10 minutes to identify all the challenges they face in closing deals.

  5. Activity 3: Give teams 5 minutes to define if the bottleneck is a client’s issue or your team’s issue. If it’s a client’s issue, ask: to what extent can your sales team help? Are there any actions to be done? If it’s your team’s issue, identify specific process or behavior that needs to be addressed and why. Is there a bottleneck that affects one another?

  6. Activity 4: Every team pitches their bottlenecks for 1 minute each, choosing the 3 most concerning ones. A facilitator writes them down on flipchart or board, and altogether they vote for the 5 most urgent ones to solve.

  7. Activity 5: Teams get together again and discuss potential solutions, and share their ideas.

  8. Team leader takes the time to consolidate those inputs and finalizes the best suited solution for the company. If there is a big change to make, it’s crucial to put together a team to lead that change gradually and deliberately. Team leaders should track the progress of this change or give accountability to someone to do it, because planning is only 10%, the rest is on execution.

3. Add Those Processes and Todos in Bloo

What gets written down, gets done! After identifying your sales processes and todos, it is more effective if you put it in one place so team members can track their progress.

Here are the steps on how to consolidate your sales pipeline to Bloo:

  • Create a new project for Sales CRM

  • Add important stakeholders into the project

  • Write your Sales Pipeline in Sections across Boards

  • Create a Todo Card for each Lead you have, adding their logo, contact name and email inside Description of Todo

  • For the important todos inside each process, we recommend using Checklists to note them and check as you go.

  • Assign each lead to different team members so you establish accountability

  • Set a start date for lead so you can track how long a deal takes

  • Upload proposals or necessary documents in the Comments of each Todo (Make sure to name them so you can search for it later)