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    Free tool makes it easy to design your sales process

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    The most successful sales teams use a customer-focused sales process that can be executed consistently and flexibly. Our sales enablement CRM is the best in the industry for helping teams to execute effectively.

    But we didn’t just stop there - we also built a free sales process planning tool to help you build the process you’ll use to win more deals.

    This tool has consistently been our most downloaded resource, and we’re proud of how many teams it has helped. Now, it’s about to get even better.

    Why we created the sales process tool in the first place

    Early in our efforts to bring Membrain to more organizations, we saw that the lack of effective process was a major stumbling block to using our solution and realizing its benefits. So we created our sales process tool to help leaders create a process that is more than just stages in a traditional CRM.

    Originally built in Excel, the tool enabled leaders and their teams to get a close look at their process at the granular level. To build milestones within stages, and steps to achieve each milestone. This helped them to create a framework within which to build a sales process that can be operationalized.

    With a single click, make your sales process actionable for every salesperson and sales manager.

    Many of our sales training and consulting partners use this tool to help their clients visualize and build their sales process. Others use it to do the same within their own organizations.

    However, the Excel format of the tool has some limitations.

    The limitations of Excel for sales process planning

    Excel is a powerful product, but it can be clunky to use for process planning. Sending Excel documents back and forth for collaboration creates version control issues. The format of an Excel document can also introduce errors that can be hard to track down and fix.

    Additionally, once the process is created, it then has to be imported manually, piece by piece, into the Membrain software, in order to become fully actionable and executable.

    What’s in the box with our upcoming sales process planning tool

    We wanted to address the shortcomings of the Excel sales planning tool while keeping everything that our users love about it. And that’s exactly what we’ve done with our new web-based, interactive sales process planning tool.

    The new tool is beautiful and intuitive, and because it’s web-based, it’s easy to share and collaborate without traditional version control challenges.

    Even better, when your team is satisfied with the sales process you’ve designed, you can import it into Membrain with a single click and be ready to roll out immediately.

    We’re excited to introduce it to the sales trainers and development experts we work with. It’s going to be an impressive tool to use in workshops, by Zoom or in person. It will make the process easier, and it will look slick too.

    The tool itself will be free to use for anyone, and we hope it will become a revenue generator for our partners, who can use it to facilitate their sales process workshops and wow their customers. And we hope that more companies will see the power of leveraging the full Membrain platform to operationalize the processes that they create.

    What happens after you use the sales process planning tool?

    The sales process planning tool will be completely free to use. Once you’ve built your process, you can take it and operationalize it in whatever way works best for your team.

    That said, it is specifically designed to import directly into the Membrain opportunity management workflow. With a single click, all of your process work becomes actionable workflows in the hands of every salesperson and sales manager. You can attach enablement content, email templates, snippets, call scripts, training videos, and much more that is accessible to each salesperson at exactly the right time within their daily flow. In short: Membrain will make your sales process come to life and provide the foundation to drive successful behaviors and encourage effective coaching.

    The combination of our free sales process planning tool with the Membrain platform creates a simple, powerful way to execute effectively on your sales strategy, no matter the size of your organization.

    Check out the Sales Process Builder!

    George Brontén
    Published September 29, 2021
    By George Brontén

    George is the founder & CEO of Membrain, the Sales Enablement CRM that makes it easy to execute your sales strategy. A life-long entrepreneur with 20 years of experience in the software space and a passion for sales and marketing. With the life motto "Don't settle for mainstream", he is always looking for new ways to achieve improved business results using innovative software, skills, and processes. George is also the author of the book Stop Killing Deals and the host of the Stop Killing Deals webinar and podcast series.

    Find out more about George Brontén on LinkedIn