Move quickly from deal to deal while making clients feel like a VIP with this free small and medium-sized business (SMB) transactional sales template.
Sales reps, sales teams, and other sales professionals who work with prospects at small and medium-sized businesses (SMB).
Streamline your SMB sales strategy by standardizing how you follow up after demos and shorten the SMB sales cycle by giving prospects all the information they need to get started.
Add product context with demo recordings, slides, and case studies, and provide the pricing information they need to sign up. Then, after the sales call, invite SMB stakeholders or SMB owners to the workspace.
In this section, introduce your company and the primary value proposition you have to offer. There’s also space to introduce the assigned representative and provide full contact information. You can even include a “Book time with me” link so clients can quickly and easily book time for a follow-up.
Now that you’ve introduced yourself and your company, it’s time for your product to take center stage. Dock’s platform has a number of platform integrations you can take advantage of to create vivid and dynamic presentations that brilliantly highlight your product’s best features.
Use this section to demonstrate the value of your product or service offering. Here you can embed a slide presentation to give your potential customers a complete walkthrough of your product or service and fully demonstrate the positive impact it could have on their business.
This section is designed to present pricing and package information in a clean, easy-to-read layout. Dock gives you the option to provide different pricing options or a breakdown of a specific proposal’s price. You can even factor in discounts that are calculated automatically.
Case studies are a powerful way to demonstrate different and specific use cases for your product or service. In this section, include links to testimonials or case studies from past clients to show potential future clients examples of past successes.
After a long day of demos, Dock makes it easy to follow up with prospects. The SMB sales template turns your demo follow up email into a simple, personalized experience for your prospects. And for busy sales leaders, it ensures every rep is saying the same thing to prospects, giving you visibility into what’s actually happening with deals.
Whether your work in SaaS, B2B sales, real estate, or at a startup, consultative selling isn’t just about the call: It’s about following up, building a customer relationship, and making it easy for prospects to see how your product will fit into their business.
That’s where Dock’s transactional SMB sales template comes in. With a single link, AEs can provide all of the context prospective customers need to make a smart buying decision. Plus, with built-in features like insight into client engagement with the workspace, you can better understand your own SMB sales process and ways to improve it.
Here’s how else the transactional SMB sales template can help:
Refine the first steps in your customer journey
Build relationships with future SMB customers
A great consultative sales call isn’t always enough to turn prospects into new customers. After all, business owners need to weigh every new investment carefully and methodically. An SMB sales template can help prospects make that evaluation faster and more confidently, leaving you with more time to find other SMBs that need your product.
SMB stands for small and mid/medium-sized businesses.
The size of a business is most often defined by the number of employees it has. A small business would have up to 100 employees. A medium-sized business would have between 100 to 1000 employees. Anything over that might be considered a large or enterprise-level business.
Small to medium-sized businesses are some of the most common business types in many different industries. These business types tend to be small, local businesses or start-ups, so they are going to have different needs and pain points than in larger enterprise sales. This is an important distinction to keep in mind when formulating your SMB sales strategy.
The target customers for enterprise sales are typically large companies with more complex and formalized purchasing processes, while the target customers for small business sales are smaller, independently owned companies with simpler purchasing processes. The types of sales involved in enterprise sales are generally more complex and involve a longer sales cycle, while the types of sales involved in small business sales are typically simpler and involve a shorter sales cycle.
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