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How to build a sales management process for your small business

Ring Central Blog


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2 min read

When you think of driving business growth, what comes to mind? Launching a new product or service? Rolling out major marketing campaigns? Expanding into new regions?

What about sales?

Business success often comes down to the effectiveness of your sales team. If your sales reps can’t sell, it doesn’t matter how great your product or service is — no one’s buying it.

In order for your sales reps to be successful, they need strong sales management.

What is sales management?

“Management” may be a big word, but it breaks down into three easy-to-digest parts.

  1. Operations: Your sales operations are essentially your sales team: who they are, how they work, and how they develop their skills and gain experience. 
  2. Strategy: Your sales strategy is how you sell. The “sales pipeline” is a visual representation of the different phases of your sales process. It stretches from prospecting for new leads at the beginning to closing the deal at the end.
  3. Analysis: After each sale, look at how the customer moved through the sales pipeline and identify any snags along the way. This lets you go back to your strategy, change what’s underperforming, and strengthen what’s working well.

Why is sales management important? 

Without guidelines or standardized processes, your sales team can feel disjointed. If sales reps are communicating different information, logging deals in different systems, or just working on their own, their performance as a group will be inefficient. 

This is where sales management comes in. Sales management adds structure to your sales process — directly benefiting everyone from your customer base to your business owner.

How to create a sales management system 

So how do you manage the operations, strategy, and analytics of your sales team? Follow these steps to create an effective sales management process. 

Learn more about sales management

Creating a sales management system isn’t a simple task, especially if you’re trying to do it all on your own. To learn more about developing a sales management system, check out my full article on How to build a sales management process for your small business.

Originally published Sep 15, 2020

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