RevOps Corner

How to optimise your sales process with better customer journey data

Ruben Vleurick
Ruben Vleurick
January 27, 2022
How to optimise your sales process with better customer journey data

To run a sales process optimally, you need to understand the different customer journeys that lead to a sales. This will differ from business to business, as all elements need to be taking into account. And while lots of companies start with assuming an ideal path for customers to traversing, from being lead to becoming a paying customer, the reality shows that this assumption is often wrong, or at least is not unilaterally correct.

The importance of knowing customer journey paths in sales.

Most often, different customer persona’s may show interest in your product for different reasons, will be looking at different content, may react to different Call-To-Actions (CTAs) and may submit their details on different contact forms at different ideal moments.

The better you understand the different persona’s, interests, moments and paths, the more personal you can guide them through the sales process, and the more you will be selling.

How to improve your sales process.

So it all comes down to getting to know each lead as well as possible. A first great step is to categorise your leads into different persona’s, typically defined by different interests for different USPs. Depending on the type of products and business, some companies may also chose to define persona’s by company size, by location, by personal interpersonal behaviour,  etc... In any of those cases, measuring what leads are doing is vital to detecting ideal paths.

Based on these paths, interest, and moments, you can now decide to split your different sales processes into different sub-stages, each being handled by sales specialists for a specific sub-stage. Examples of sub-stages are sales qualification, technical buy-in, business-buy-in, etc... This is often done by one person in smaller companies, yet larger sales teams often organise themselves accordingly in smaller groups to handle their each sub-stage. Either way, having proper customer data is crucial in understanding the specifics of each lead in their current stage, and in bringing these leads to a next stage.

How contributes to improving your sales process. collects events, ad campaigns, channel information, devices, locations, timings and everything which is done throughout the customer lifecycle. Including what happens during trial. More precisely, we collect every event with contextual data from every possible source, unify every sub-journeys from every device and browser to get a full timeline of everything every user from every account is doing.

So, if you want to measure what each persona is doing during each sales stage, to later use this to detect which persona your lead actually is, would be your ideal tool. Even better actually, does the full Persona detection for you!

On top of that, our journey-comparing engine provides your sales teams (or sub-stage teams) both native app data, as well as contextual and behavioural intelligence derived from that, so they can take more personal actions, right at the moment that counts.

For more information about and how we can help you find your ideal paths to eventually convert more, please visit our website, or book a meeting with us.

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