{"id":12185,"date":"2025-03-10T14:00:41","date_gmt":"2025-03-10T04:00:41","guid":{"rendered":"https:\/\/visionarydigitalstudios.com\/?p=12185"},"modified":"2025-03-17T19:40:46","modified_gmt":"2025-03-17T09:40:46","slug":"the-b2b-sales-process","status":"publish","type":"post","link":"https:\/\/visionarydigitalstudios.com\/the-b2b-sales-process\/","title":{"rendered":"The B2B Sales Process Has Changed So Much\u2026"},"content":{"rendered":"
In B2B, the optimal sales process has changed SO MUCH in the last few years.<\/p>\n
Many (most?) sales teams simply haven\u2019t caught up. Here\u2019s why:<\/p>\n
In just the last few years, your prospects are making 80% of their buying decision BEFORE your sales team even enters the conversation.<\/em><\/p>\n Prospects are more informed than ever, thanks to content marketing, digital advertising, and easy access to insights online.<\/p>\n OK, how does that create a problem?<\/p>\n Too many sales teams haven’t modernised, still operating with these same old outdated tactics of yesterday:<\/p>\n Meanwhile… technology has reshaped the sales game and is now THE core component of a winning B2B sales process. If you already have a great marketing team producing a steady influx of high-quality leads, but your close rates are still down\u2026<\/p>\n It\u2019s probably because you have a \u201cgood\u201d sales process, but it needs to be modernised to compete effectively.<\/p>\n At Visionary, our \u201cB2B Sales Process In-A-Box\u201d service sets our clients up with the most important components to modernise their sales process\u00a0 and give them an invisible leg up over the competition.<\/p>\n Here\u2019s how we do it, step by step\u2026<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n A well-configured CRM is the backbone of an effective B2B sales operation.<\/p>\n #FewUnderstandThis<\/p>\n It\u2019s not just a contact database\u2014it\u2019s a real-time insights engine that tells you what\u2019s working and what isn\u2019t. It’s the silent hero working in the background to optimise your business with every deal and every contact.<\/p>\n If you have a failing campaign this is probably the invisible cause. Why?<\/p>\n Because when it\u2019s set up well, your CRM shows exactly where the bottlenecks are and what needs to improve.<\/p>\n \u201cWhat gets measured gets managed.\u201d… right?<\/p>\n In contrast, a poorly set up CRM gives you minimal or inaccurate feedback on what\u2019s working. So your marketing and sales team aren\u2019t able to adapt and evolve.<\/p>\n Take it a step further\u2026<\/p>\n When your CRM is set up well, it allows you to understand your best deals in profound levels of detail. These are the ones that close easily and bring the best revenue.<\/p>\n Now, you can optimise all of your marketing and sales efforts to bring more of them into the business.<\/p>\n <\/p>\n <\/p>\n Setup of CRMs like HubSpot, Pipedrive, Salesforce and the like are complex. But here are the 80-20 configurations that make a real impact:<\/p>\n <\/p>\n Score your leads from 1 – 4, based on target market fit, intent and potential deal value. Now you\u2019re able to measure where your best deals (scores 1 & 2) are coming from, what they are saying, how they are behaving.<\/p>\n Everyone in marketing and sales understands how good the leads are, so you avoid the usual sales vs marketing blame games.<\/p>\n Marketing can continually optimise towards the BEST deals. And sales can spend their focused time on the BEST deals.<\/p>\n Then, in a year or so, you\u2019ll be able to create lookalike audiences and marketing personas based on your best deals.<\/p>\n Measuring DEAL QUALITY naturally optimises your whole business over time.<\/p>\n <\/p>\n Accurately track where opportunities originate to double down on effective channels.<\/p>\n But remember, automated attribution will almost always be wrong. You need your sales team to ask every lead: \u201cHow did you hear about us and what have you seen online?\u201d. Learn more the impact of accurate attribution in this in our Thought Leadership article here<\/a><\/strong>.<\/p>\n Now your marketing team can understand WHERE the best deals are coming from. They can allocate budget and split tests accordingly.<\/p>\n Without this field, you\u2019ll double-down on the platform bringing the most QUANTITY of leads, which is usually very different from QUALITY of leads.\u00a0 Bringing in more leads with less quality results in an \u201cinvisible\u201d decrease in your sales close rate.<\/p>\n <\/p>\n Force your sales team to choose a reason(s) when a deal is marked as lost.<\/p>\n When combined with DEAL QUALITY, you can understand why you\u2019re losing your best deals. Identify patterns in why deals fall through\u2014then fix them with training, content marketing or product features.<\/p>\n <\/p>\n For most operations, marketing and sales should all work from a single Deal view that presents qualified deals, DEAL SOURCE and DEAL QUALITY.<\/p>\n That immediately puts everyone on the same page. Everyone knows, in real-time, how many QUALIFIED deals (scores 1 or 2) marketing is bringing in, and how many qualified deals sales are closing. Everyone is working together, from the same KPIs, with the same data.<\/p>\n This is the holy grail for most B2B marketing & sales operations.<\/p>\n This centralised view creates that \u201cmagical\u201d alignment of your marketing and sales team, both working together, rather than blaming each other.<\/p>\n <\/p>\n Take it a step further by using the custom dashboards functionality in your CRM to monitor pipeline health and team performance in real time.<\/p>\n Again, what gets measured gets managed.<\/p>\n Now you can paint an accurate picture to management, without the typical “marketing agency mental acrobatics” to try to make your data seem like everything is working.<\/p>\n Without a properly configured CRM, your sales strategy is based on guesswork rather than data-driven decisions.<\/p>\n That\u2019s a very expensive mistake to make, and it\u2019s holding back both your marketing and your sales teams.<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n Prospects are learning what you offer, who to buy from, and how everything works long before they ever book a sales call.<\/p>\n Don’t forget…<\/p>\n Up to 80% of the sales process is already completed by content marketing BEFORE the first sales call!<\/em><\/p>\n So if you\u2019re not leveraging content strategically, you’re putting your salespeople on the back foot right from the start. ESPECIALLY if your competition has a savvy digital team in their corner.<\/p>\n In a modern B2B sales process you must build trust and authority BEFORE the first conversation.<\/p>\n Take it a step further\u2026<\/p>\n B2B sales cycles are between 3 months to multiple years. And most buying committees will evaluate your proposal alongside a few others. So, while they are making those decisions, they should be seeing your thought leadership on their newsfeed. You want them learning from you, understanding why you\u2019re different, developing an affinity with your sales team by watching them on video.<\/p>\n <\/p>\n Here\u2019s what we\u2019ll set up to create the impact:<\/p>\n A well-executed content strategy will shorten your sales cycle by warming up leads before they ever speak to a rep. And it will improve your close rate by educating buying committees while they are considering your proposal.<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n Many B2B sales teams operate on gut instinct rather than a structured, repeatable process. Salespeople (understandably!) don\u2019t like to be caged into a detailed process.<\/p>\n However\u2026 without a well-defined sales system, you can\u2019t optimise each step, train new salespeople, or measure bottlenecks.<\/p>\n So, if you don\u2019t find a happy medium, your sales process will stagnate.<\/p>\n <\/p>\n At the same time, allow your more experienced salespeople the creativity to deviate from the process and use their instinct when they need to.<\/li>\n They will know.<\/p>\n Instead, connect over Zoom and screen share a high-level slide deck that guides the conversation. If you type notes in front of them as they say them, you\u2019re now creating a collaborative masterminding experience – not just a standard sales call.<\/p>\n The deck ensures you run a structured call and don\u2019t forget any of the important questions. At the same time, your sales process stands out as an experience, compared to all the other standard sales calls they attend.<\/li>\n At Visionary we provided a documented set of tailored follow-ups leveraging SMS, WhatsApp, phone calls, emails and LinkedIn. When it\u2019s well documented and run with the right tools it won\u2019t take long to execute and it won\u2019t annoy your prospects.<\/li>\n When you get this wrong, your business misses out on shocking levels of business intelligence<\/li>\n<\/ul>\n A documented, testable process is the key to consistent, predictable sales growth that allows you to use a repeatable, efficient process, refine it, and improve it when needed.<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n The right tools amplify B2B sales efficiency. But too many teams are either underutilising tech or drowning in unused software. The balance is to use the best tools, but not too many of them.<\/p>\n <\/p>\n By integrating the right tools into your process, you reduce manual work and allow reps to focus on selling.<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n Even the best B2B sales processes need ongoing refinement.<\/p>\n The highest-performing sales teams continually evolve based on solid data.<\/p>\n <\/p>\n Right now, the B2B sales tech is constantly shifting, at a million miles an hour. The only way to stay ahead is to keep testing, learning, and adapting (or bring in a team that’s already doing that for you).<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n When B2B marketing generates high-quality leads, but B2B sales teams lack a modernised process to convert them, opportunities are wasted.<\/p>\n A structured, tech-enabled, data-driven sales process is no longer optional.<\/p>\n It\u2019s the difference between hitting revenue targets or falling behind competitors.<\/p>\n If your team is still relying on outdated tactics, the best move you can make right now is to reinvent your approach. What is the fastest way to implement a high-performance B2B sales process?<\/p>\n Work with experts who have a built, optimised system ready to go, out of the box.<\/p>\n","protected":false},"excerpt":{"rendered":" “The Visionary B2B sales process In-A-Box” In B2B, the optimal sales process has changed SO MUCH in the last few years. Many (most?) sales teams simply haven\u2019t caught up. Here\u2019s why: In just the last few years, your prospects are making 80% of their buying decision BEFORE your sales team even enters the conversation. Prospects […]<\/p>\n","protected":false},"author":1,"featured_media":12212,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-12185","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"yoast_head":"\n\n
<\/p>\n
Step 1: A well-configured CRM continually optimises your sales results<\/h3>\n
Key CRM elements that change the game:<\/h4>\n
DEAL QUALITY:<\/strong><\/h5>\n
DEAL SOURCE:<\/strong><\/h5>\n
CLOSED LOST REASON:<\/strong><\/h5>\n
Centralised Deals View:<\/strong><\/h5>\n
CRM Dashboards:<\/strong><\/h5>\n
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Step 2 – Content Marketing is your sales team\u2019s secret weapon<\/h3>\n
Key content strategies to modernise a B2B sales process:<\/h4>\n
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Step 3 – A documented B2B Sales Process<\/h3>\n
What a winning B2B Sales Process Looks Like:<\/h4>\n
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Step 4 – The right tools for the job<\/h3>\n
A few sales tools we implement for Visionary clients:<\/h4>\n
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Step 5 – Continuous B2B Sales Process Improvement<\/h3>\n
Here\u2019s how we make it happen:<\/h4>\n
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The Bottom Line: A great B2B sales process closes more deals.<\/h3>\n