If your sales team is looking for a way to streamline productivity and accelerate deals, a mutual action plan software might be the right solution for you. With this software, your sales team can create and track action plans, assign tasks, and collaborate in real-time with leads. This allows both your sales team and their buyers to easily monitor progress and ensure that everyone is on the same page, a win-win for everyone!
In sales, a mutual action plan is a document that outlines next steps, key dates, milestones, and responsibilities between a seller and a buyer to close a deal. This helps sellers drive deals forward by keeping everyone accountable to their assigned tasks and ensuring action items are being completed.
When you’re creating a mutual action plan with a buyer, you want to make the best impression as possible to build confidence and trust with them. Here are key things to keep in mind when creating a mutual action plan.
The first step is to identify your objectives. What needs to be achieved between now and when you close the deal? Be specific and measurable with your goals.
Once you’ve identified your objectives, it’s important to set deliverables and action items that will help achieve your goals. This includes outlining each party’s responsibilities and deadlines. You need to ensure that there’s clear communication from both sides and establish a timeline for each step of the process.
To provide an enhanced buyer experience, sellers should always think beyond just getting the deal closed. This means outlining projected outcomes that go beyond the contract getting signed. You should include information on implementation, onboarding, and ROI estimates as well.
Most sales teams are creating and tracking mutual action plans by sending back and forth emails or jumping on multiple calls with prospects. This makes it difficult for sales teams to work efficiently and ensure the right people are completing tasks.
A mutual action plan software makes it easier to do all of that without endless email threads or calls. Instead, you can use a collaborative tool that provides a centralized location for both your sales teams and buyers to track progress, set goals, and communicate with each other.
By using a mutual action plan software, you’re able to stand out from your competitors with a streamlined sales process, quickly address any issues that could delay your deal, and always stay in the loop of important events.
Here are some tips on how to use this software effectively:
Roomlink.io is a digital sales room platform with mutual action plan features that is a game-changer for any business looking to improve their sales processes and drive revenue. It’s a platform that simplifies the buying process, accelerates the sales cycle, and drives engagement with your buyers. You’re able to empower your sales team to create impressive and consistent buyer experiences for prospects, every time. Get started with a free 14 day trial, or to learn more about RoomLink’s Digital Sales Room capabilities, book a demo with us.