Sales Process Optimization
Project scope
Categories
Operations Lead generation Market expansion Sales strategy FundraisingSkills
sales process lead generation sales operations research scriptingOur company is hoping to improve our sales process to improve our ROI and overall operations. In this project, students will evaluate our current sales process, determine bottlenecks, and create recommendations as well as new training materials. Based on research and best practices you will develop new scripts for our sales staff to use to improve the quality and quantity of leads generated and increase the conversion rate.
This will involve several different steps for the students, including:
- Evaluating our current sales process by speaking with sales representatives and examining our handbook and protocols.
- Researching industry sales processes and lead generation strategies.
- Create recommendations that will improve our leads and conversion rate.
- Writing new sales scripts for both phone calls and emails.
- Creating an updated sales process handbook.
By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):
- Evaluated our current sales process.
- Researched competitors' sales processes.
- Created recommendations on how to improve our sales process.
- Written new sales scripts to generate better leads.
- Created an updated sales process handbook.
Bonus steps would include:
- Creating multiple versions of the sales script tailored to our different products/services.
Final deliverables should include
- A sales process handbook with general information and scripts.
- A report with all research, recommended solutions and an implementation plan.
- A 20-minute presentation on the report and handbook.
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- What is our target conversion rate?
- Who is the typical target audience that we pitch to?
- Which specific parts of our sales process need the most improvement?
- Input on choices, problems or anything else the students might encounter.
Supported causes
Climate actionAbout the company
Be One to Give is an on-demand B2B delivery app for food business operators along the supply chain. We operate like UberEats however we provide food business operators with the tools to eliminate avoidable food waste in their daily operations. We do this by leveraging data-driven technology and streamlined logistics to redistribute surplus food to food insecure communities across Canada.