How to do project management during the sales and onboarding process
A smooth buying experience facilitates a deal at a much faster rate and successful onboarding already sets a tone for customer satisfaction that reduces the likelihood of future churn.
Doing project management during the sales and onboarding process makes or breaks a deal and the ongoing success of your customers post purchase.
A smooth buying experience facilitates a deal at a much faster rate and successful onboarding already sets a tone for customer satisfaction that reduces the likelihood of future churn. So nailing both boosts the performance of your organisation tremendously.
We all know that only happy customers are good customers 🙏
However, with increasing complexity in B2B sales and the reported impact of a struggling buyer experience, aligning all relevant stakeholders more easily is more important than ever.
Email threads, countless attachments, and the misuse of various project management tools like Asana or Monday in the sales and onboarding process create more workload on the internal side while struggling to bring together stakeholders efficiently.
Account Executives, Account Managers, or Customer Success Managers need to increasingly take on more work while balancing tasks across various tools to manage internal overviews with external alignment.
It has become a shit show and no process is repeatable and scalable across an organisation while pressure increases for the managing reps.
The most common solution is more hiring.. however, we all know that this creates more internal discussions and frustrations while not really getting control over the project management.
Project management with a digital sales room
Managing the the sales and onboarding process with a digital sales room requires a combination of effective communication, coordination, and utilization of digital tools. Here's a step-by-step guide:
1. Define Clear Objectives and Scope:
- Clearly outline project objectives, scope, and deliverables. Ensure alignment between the stakeholders to bring internal teams, partners, and customers together.
2. Utilize Digital Sales Room:
- Implement a digital sales room platform for seamless collaboration, document sharing, and communication between the sales team, project managers, and clients.
- Choose a platform that allows easy access to project-related documents, contracts, and communication channels.
3. Assign Responsibilities and Tasks:
- Clearly define roles and responsibilities for each stakeholder involved in the project.
- Assign tasks within the digital sales room platform, setting deadlines and priorities.
4. Maintain Open Communication:
- Use the digital sales room's communication features to facilitate open communication among all relevant stakeholders.
- Schedule regular status update meetings to discuss progress, address issues, and ensure everyone is on the same page - all within the digital sales room.
5. Document Everything:
- Keep all project-related documents, agreements, and communication within the digital sales room.
- Document decisions, changes, and client requirements to maintain a clear record of the project's progress.
6. Track Progress and Milestones:
- Use project management features within the digital sales room to track progress, milestones, and deadlines.
- Regularly update project timelines and milestones to reflect any changes or adjustments.
7. Manage Risks and Issues:
- Proactively identify and address potential risks and issues that may arise during the sales and onboarding process.
- Use the digital sales room to collaborate on risk mitigation strategies and problem-solving efforts.
8. Provide Ongoing Support:
- Offer ongoing support and assistance to the client throughout the onboarding process.
- Use the digital sales room to provide resources, training materials, and other support documentation.
9. Evaluate and Improve:
- Conduct post-project reviews to evaluate performance, identify lessons learned, and gather feedback for future improvement.
- Use insights gained from the project to refine processes and enhance project management practices for future projects.
Integrate Along with your CRM
Using Along allows you to hook the digital sales room into your CRM so that you can monitor the process with automatic data syncing. Reade more about how Along integrates into your CRM.
Make the process repeatable with templates
Simply create various templates for specific use cases, process, customer types and make it repeatable immediately to save yourself time and to become more efficient. Read more about how to make your process consistent, repeatable and scalable!
Do you want to see Along in action? Schedule a demo with Julian to see what this could look like for your use case!
