Streamlining Processes to Make Closing Deals Easier

Release Date: November 9, 2022


Planning to implement a new deal-related process but don’t know where to start? If yes, this ProDeal episode is made especially for you!

Our Customer Success Team outlines the streamlining processes they follow to help clients who are just starting out – from identifying the goals and defining steps to get to their goal, to delegating tasks/responsibilities, training everyone who is involved, and collecting feedback for refinement.

What’s discussed: 

0:00 - Intro

3:22 - Overview on how to streamline processes

5:00 - Identifying the end goal based on what works for everyone

7:49 - Defining the steps involved

10:35 - Delegating the responsibilities

12:37 - Training and onboarding to push adoption 

13:08 - Executing the defined steps and to collect feedback for refinement

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