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SALES PROCESS OPTIMISATION

From friction to flow, build a sales process that helps you win

Design the Sales Process You Actually Need, Then Make It Stick

We help B2B tech companies build a high-converting sales process aligned to how buyers buy and sales teams sell.  

What We Do

Ventra’s Sales Process Optimisation service helps B2B technology companies build a sales process that doesn’t just look good on paper, but drives higher win rates, faster deal velocity, and more predictable revenue outcomes.

We partner with sales, marketing, and revenue operations teams to map the current state, eliminate friction, and embed a high-performing process that reps understand, managers enforce, and leaders can measure.

Turn process chaos into clarity

Many teams struggle with a sales process that’s either too rigid, too vague, or simply ignored. We start by mapping the entire funnel, from first touch to close, to reveal where deals slow down, handoffs break, or qualification falls apart. The result is a clear picture of how your team actually sells today, and where that needs to change.

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Build a process that fits your team, and your buyers

There’s no value in a generic process. We help define and build a sales workflow that fits your company’s motion, your people, and your customers. Every stage is aligned to buyer intent, grounded in qualification rigor, and supported by exit criteria and activity plans your reps can follow in real life, not just in theory.

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Drive adoption through smart execution

A great process isn’t helpful if no one follows it. We work hands-on with your sales leadership to train the team, reinforce new expectations, and coach managers on pipeline inspection, deal reviews, and coaching against stage milestones. We don’t just roll it out, we help make it stick.

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Build the infrastructure to scale and sustain

Process change without measurement is a missed opportunity. We define the metrics that matter, build the inspection cadences to drive accountability, and create the tooling and dashboards to operationalise the new motion. For clients opting into ongoing support, we provide continued coaching, tooling refinement, and live field feedback over the first 30–60 days.

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This isn’t a process re-design in a vacuum. It’s a structured, insight-led transformation designed to remove friction, create repeatability, and make pipeline health visible in real-time. From design to delivery, Ventra works alongside your team to ensure the new sales process leads to real behaviour change and measurable commercial improvement.​

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How It Works

Kick-off Call
We start by listening. You bring the context—your growth goals, current challenges, friction points, and any blind spots you suspect might be holding you back. This call sets the tone and ensures we're aligned on what success looks like for your business.

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GTM Deep-Dive
Next, we roll up our sleeves and dive into the details. We examine your go-to-market strategy from all angles: sales and marketing data, operational processes, team structure, messaging, and customer journey. We’re looking for signals, patterns, and gaps that matter most.

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Insight & Recommendations
Based on the findings, we present a clear picture of your GTM health. You’ll get a breakdown of what’s working, what isn’t, and where the biggest opportunities lie. This includes practical, prioritised recommendations tailored to your goals and growth stage.

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Mini-Workshop
We don’t just hand over a slide deck—we engage your team. In a collaborative session, we walk through the insights, unpack key findings, and field questions. Together, we’ll outline the next steps and align on immediate actions to drive momentum.

Is This For You?
This is a great fit if:​

  • Reps follow different approaches, skip stages, or lack clarity on what’s required to advance deals

  • Deals get stuck at key stages, conversion rates drop, and sales cycles are longer than necessary.

  • Pipeline data lacks accuracy or integrity, making forecasts consistently off-target.

  • Sales stages aren’t aligned with how buyers actually make decisions, causing friction and lost momentum.

  • ​CRM usage is poor, sales playbooks are ignored, and managers struggle to coach with consistency or inspect deals effectively.

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