All Episodes

March 29, 2024 40 mins

Comments? Suggestions? Text the show here!

When growing your B2B operations, having an effective sales process in place is key.


It serves as a guide for you and your clients - from the initial interest stage until you finally close the deal.


But in B2B operations your sales funnel is more complex. There are more decision-makers, longer sales cycles, and more barriers to sales such as company accreditation or procurement checklists and so on.


If you don't have an effective sales process in place, things can get chaotic really fast.


Without structure, your team gets overwhelmed, leads pile up, you might miss out on weeding the bad leads and deals start to fall through.


So how can you regain control?


What do you need to do to streamline your sales process and safeguard the growth and success of your business?


In this episode, Liz Heiman and I talk about the B2B Sales funnel and how having an effective B2B sales process can really set your business up for success.


Liz is the Sales Operating System Architect and the founder of Regarding Sales. 


She guides “Ready-to-Scale” founders and CEOs to take the chaos out of sales and create a more sustainable growth strategy that strengthens the pipeline and streamlines their process to increase revenue predictably. 


She speaks to entrepreneurs, CEOs, and sales leaders about taking the chaos out of sales and creating a more sustainable growth strategy that strengthens the pipeline and streamlines the process to increase revenue predictably.



We discuss: (timestamps)

03:02 - Real-world chaotic scenarios in B2B sales funnels

04:06 - The four key stages of B2B sales funnels 

08:59 - The challenges of B2B sales funnel stages

12:34 - KPIs to monitor B2B sales funnel performance

15:56 - Balancing quantity vs. quality in B2B prospecting

18:58 - Addressing sales and marketing misalignment

21:12 - Optimizing your CRM setup for effective sales tracking

25:35 - The role of buyer personas

34:53 - Actionable steps to take to streamline your B2B sales processes


Resources:
Liz Heimann, CEO & Chief Sales Strategist, Regarding Sales:
https://www.regardingsales.com/

LinkedIn: 
https://www.linkedin.com/in/lizheiman/

Facebook:
 https://www.facebook.com/RegardingSales

Schedule a call: 
https://calendly.com/regardingsales/intro

Email: 
info@regardingsales.com


Download the Free Sales Funnel PDF from Liz: https://drive.google.com/file/d/1aM8rTHzjBReD9rY4AZzG0XFSTN5MkSt9/view?usp=drive_link


Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/


Blog post | Building an Effective B2B Sales Process
https://www.ne

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blue


Advertise With Us

Popular Podcasts

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Ruthie's Table 4

Ruthie's Table 4

For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Joe Rogan Experience

The Joe Rogan Experience

The official podcast of comedian Joe Rogan.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.