Sales process mapping
Understand how your customers go through the sales process and visualizing a path to closing deals.
- Steps
- 3
- Last edited
- Mar 8, 2022
- Created by
- Nova
About this process
Using a sales process mapping to analyze user behavior will help you and your team understand how your customers travel through the sales process and visualizing a path to closing deals. With this tool, you will track the results and interactions your users have in each phase of the sales process, uncover potential inefficiencies, gain insight into successful strategies, and improve your sales division depending on your business goals.
The process in detail
3 steps- 1
Sales process mapping.
- 2
Key metrics.
- 3
Improving the process and the experience.
Read the full text
1. Sales process mapping.
Use the sticky notes and the drawing pen to betters describe the process. Make sure you contact or evaluate your customers/users to define their experience, emotions, frustrations, etc. If you're contacting your customers/users, follow these tips: Capture their reflections on sticky notes. Include only one issue, insight, or idea per sticky note. Capture what is positive about the experience using blue sticky notes. Describe challenging aspects using orange sticky notes. Highlight opportunities to make the experience better using yellow sticky notes. Use their language style.
2. Key metrics.
Quickly check your website and include results and key behaviors.
3. Improving the process and the experience.
How will you move the buyer along his or her journey faster and more efficiently? Highlight all the blockers by changing the sticky note's color and using the 5Why tool to understand the root cause of the problem. Take some time evaluating possible changes and test those changes to track efficiency and keep iterating to find the optimal sales process.
- Feeling
- Very satisfied
- What is the level of frustration or satisfaction? Draw a line that represents their satisfaction or frustration level
- Very frustrated
- What is the customer’s action?
- Type here
- Type here
- SALES PROCESS MAPPING
- AWARENESS
- EVALUATION
- ENGAGEMENT STAGE
- DECISION STAGE
- TIP: Touchpoint is any point of interaction with a customer or potential customer at any stage of the customer journey. Digital touchpoints refer to engagements with your brand online, which include your website, ads, search engine results, social media, and more.
- Instagram Ad
- Onboarding
- Creating a project
- Others
- Price page
- Others
- Instagram Ad
- Website: Home page
- Website: signup page
- Inviting additional users
- Adding Sessions
- Contacting our team
- Payment
- Facebook Ad
- Touchpoint
- Results:
- Status & team satisfaction with results:
- Notes:
- Type here