Adobe Acrobat Sign
Streamline your workflow and boost your sales.
Like a well-organized professional kitchen, a sales workflow lets you and your sales reps work with speed and at a high volume. Learn how to systemize your workflow to get more done.
Sales workflows get the job done.
Getting into a groove can help with any type of job, and sales is no exception. A sales workflow, sometimes referred to as a sales process, sales cycle, or a sales funnel, is a set of steps and milestones that a sales team tries to hit with customers. This workflow covers the early stages (outreach) to the end stage (a closed deal and repeat purchases).
How to build a solid sales workflow.
If you don’t know what the steps of a solid sales workflow are, don’t fret. You can break it down into five repeatable steps that give you, and other salespeople, the best chance of landing sales. And even better, creating a sales strategy with an effective flow can also save quite a bit of money.
Show them the money.
Once you’ve gotten the sense that a customer is a qualified lead, they’re now more likely to buy and are known as a prospect. That means it’s time to show off.
Make sure that you have a demonstration or presentation about your product ready to share. It’s even better if that demo or presentation shows how the product meets the prospect’s needs and requirements, as well as answers any of their questions. Product videos can be a great way to do this.
Visibility and reporting
With the help of KPIs and your CRM, you can also enhance the overall visibility of your efforts, which can be invaluable when you report to leadership, or if you’re simply looking to improve yourself.
CRMs allow you to easily collect data on your sales prospects and goals. It provides the necessary information to keep things visible and above board across your workflow.
Acrobat Sign for sales workflows and deals.
Whether you’re a sales rep or a decision maker like a sales manager, an essential part of any sales process or workflow is a complete and cohesive e-sign solution.
When you’re working in an environment where you need to capture leads and close sales in an increasingly competitive landscape, wasting time on printing forms and sending them back and forth is unnecessary.
With Acrobat Sign, you can add e-signatures and digital signatures to help employees and signers start the signing process easily and from anywhere. Plus, it has integrations for applications like Salesforce, SAP, and Oracle, to ensure that your existing CRM remains in place for better automation.
Additionally, you can use dashboards to manage documents, generate reports, and get real-time visibility into the document cycle. Learn what Adobe solutions can do for you, and discover a wealth of templates and tutorials to get you started.