The new sales process configurator
A better sales process. Even closer to your team. Sales work best when everyone knows the next step.
Less reporting, more selling.
All the information and next steps are in one place, so you can focus on conversations with customers instead of filling in the CRM by hand.
More control without more meetings.
See how the process really runs, spot problems faster and onboard new reps using one proven process.
A process that grows with your business.
Test and refine the way you sell, adapt it to changes in your organization and build a repeatable process that scales with your company.
Design your sales process once, and your team has everything in one place.
In each stage you can add more steps. Steps can be dragged and reordered using the icon on the left.
Add activities – tasks, emails, notes – that guide the rep through the whole process. You can decide whether something appears right away or only after a step is completed.
Assign specific data fields to each step – budget, decision-maker, closing date. That way important information isn't lost and stays at hand between conversations.
For each step you can set whether it's required, who handles it and who gets notified when something happens. Full control, zero chaos.
In every stage and step you can leave hints for the rep – a short note on what to focus on. Like a mini-coach built into the process.
The stages, steps and settings are configured. Now your reps can work according to the prepared process, and you can analyze its effectiveness and develop it together with the team.
Sales configurator – available now
Configure stages, steps and fields so they reflect how your team works. The most important information and actions, always at hand.
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Deal, company and contact data sit right next to the process, so reps don't waste time searching for it.
Create your own stages, steps and fields to mirror exactly how your team works.
The process reminds you of the next steps, so nothing important slips through.
Everyone follows the same process, making it easier to keep standards and onboard new people.
Livespace's new process gives you the foundation to grow sales month after month. Join the group of companies that are first to test the new approach to selling in Livespace.
The sales process configurator is a tool in Livespace CRM that lets you design your own sales process. In it you create stages, steps, activities and fields tailored to the way your team works.
Yes. You can build the process from scratch or start from a ready-made template and adapt it – add your own stages and steps, set fields, activities and the people responsible. Livespace also lets you run several different processes at once, for different products or teams.
The configurator organizes selling around one repeatable process – reps know the next step, fewer actions slip through, and the manager gets a full picture without extra reports. The result is more predictable sales that scale with your company.
Yes – the configurator is flexible, so you can reproduce both simple and multi-stage B2B sales in it. Adapt it to your own methodology (e.g. BANT or Sandler) or build the process your own way, and adjust it any time your organization changes.
For sales teams that want to sell according to one agreed process – from reps, who then know what to do at each stage, through managers who keep the standard and onboard new people, to business owners building repeatable, scalable sales.
