How to Set Up a Sales Process in Kylas CRM

When we talk about building a business for sustainable growth, sales is where all your marketing efforts meet real results. After setting up your marketing systems correctly, the next and perhaps most critical step is structuring your sales processes and CRM for predictable revenue.

In this edition of Growth with Kylas, let me walk you through how to structure your CRM, define your team, set measurable goals, and leverage AI and automation to make your sales truly scalable.

1. The Framework: Objective, Team, Goals, and Activities

Think of sales setup like building a strong foundation. Everything rests on four key elements:

Objective – Your revenue target or sales outcome.
Team Structure – Who’s going to help you achieve that?
Goals – What’s expected from each person?
Activities – What daily actions lead to those goals?

Together, these create the OKR (Objectives and Key Results) framework. When this structure is implemented inside your CRM, sales stops being a “guess” work, it becomes predictable and measurable.

2. Defining Sales Stages and Pipelines

Before diving into automation, the first step is defining your sales stages or dispositions clearly. Each stage represents a measurable checkpoint in your sales process.

For example, in a typical B2B deal pipeline, the stages might be:

Meeting Scheduled
Proposal Sent
Negotiation
Contract Shared
Contract Signed
Onboarding

Each stage needs defined conversion assumptions – for instance:

20% drop-off between early stages (meeting to proposal)
50% drop-off from proposal to negotiation
70% conversion from contract shared to signed

These assumptions help you calculate the ideal pipeline size.

Let’s say your monthly revenue goal is ₹10 lakhs ($12,000) and your average deal size is ₹1 lakh.
You’ll need 10 closed deals to meet that target.

Working backward using your conversion ratios:

15 contracts need to be sent,
30 proposals need to go out,
60 meetings must be scheduled.

That’s the math behind predictable growth. Once defined, your CRM can automatically track these metrics and show where the funnel is leaking.

3. Structuring Your Sales Team

A well-designed CRM setup must mirror your team’s structure and accountability. In most cases, teams are split between:

Pre-Sales / SDRs – Handle outreach, lead qualification, and meeting scheduling.
Sales Executives / Closers – Handle demos, negotiations, and deal closures.

For B2B2C models, your partners (distributors or resellers) act as an extension of this team.Each role should have clear KRAs and SOPs within the CRM.

At Kylas, for example, our salesperson’s SOP includes:

Before the call: Research the client using LinkedIn, review company background, and identify talking points.
During the call: Build rapport, understand pain points, and tailor the demo.
After the call: Log notes, trigger follow-up workflows, and set next actions.

This discipline ensures that every salesperson’s daily activities ladder up to the organization’s revenue goal.

4. Integrating AI Agents into Your Sales Workflow

This is where the future of CRM and sales lies – bringing in Agentic AI.
Traditional sales models rely solely on people. Modern sales models combine human reps and AI agents, giving you a 10x efficiency boost.

Here’s how AI fits into your team:

AI SDR (Sales Development Representative):
Automates outreach, sends emails, qualifies leads, and books meetings.
Works best for smaller deal sizes or high-volume outreach.
AI Sales Assistant:
Analyzes data, checks pending follow-ups, schedules reminders, and ensures no lead goes cold.
AI Scoring & Sentiment Engine:
Monitors engagement signals (emails opened, calls answered, WhatsApp replies) to rate lead intent.
It even interprets call sentiment, identifying optimistic vs. negative conversations, so managers know when to step in.

These AI-driven workflows bring discipline, speed, and accuracy to your sales cycle, making sure that your best salesperson’s process becomes everyone’s standard.

5. Automation: Never Let a Lead Slip Away

Once a lead enters your CRM, speed of response determines success.

Automations in Kylas ensure time-to-service stays minimal:

Routing Engine: Assigns leads to the right rep based on source or region.
Auto Call Setup: Instantly connects the customer with a salesperson.
WhatsApp Workflow: Sends quick acknowledgments or quotation links.
Follow-up Tasks: Automatically created if a call isn’t picked up.
Escalations: Triggered if no action happens within a set timeframe.

Together, these ensure no lead is forgotten, a hallmark of a perfect CRM setup.

6. Defining Roles, Handshakes, and KRAs

Every handoff between automation, AI, and human sales reps should be clearly defined.

For example:

AI SDR qualifies → Salesperson takes demo → Manager reviews high-value deals.

Within the CRM, define:

Handoffs: Who gets the lead when it’s ready for the next stage.
KRAs: Expected outcomes for each team or AI agent.
Escalation Rules: What happens if a follow-up is missed.

This clarity ensures smooth transitions, accountability, and consistent customer experience.

7. From System of Record to System of Growth

Too many CRMs act as passive databases – they record activity but don’t drive outcomes.

When you design your CRM around structured OKRs, AI automation, and clear workflows, it transforms into an active growth engine.

The outcome?

Faster follow-ups
Higher closure rates
Accurate forecasting
Predictable revenue

At Kylas, we call this transition “From Record to Growth.”

Final Thoughts

Setting up your sales CRM isn’t about technology alone – it’s about discipline, structure, and measurable accountability.
With the right blend of people, process, and AI, your CRM becomes a revenue command center.

So, take a step back, define your OKRs, plug them into your CRM, and let automation and AI take care of the rest.

Because in sales, predictability doesn’t come from hustle, it comes from process.

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Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Intermediate Episode 4: How to Set Up Sales Process in Kylas CRM

1. The Framework: Objective, Team, Goals, and Activities

2. Defining Sales Stages and Pipelines

3. Structuring Your Sales Team

4. Integrating AI Agents into Your Sales Workflow

5. Automation: Never Let a Lead Slip Away

6. Defining Roles, Handshakes, and KRAs

7. From System of Record to System of Growth

Final Thoughts

Mr. Vikram Kotnis, Founder & CEO of Kylas

Tags In

Growth with Kylas – Intermediate Episode 1: How to Make Your CRM Work Smarter for You

Growth with Kylas – Intermediate Episode 3: How to Set Up Marketing Correctly in Your CRM

Base Camp Episode 2: How to Set Up Account-Based Marketing (ABM) in Your CRM

For Sales Manager:

For Sales Reps:

Intermediate Episode 4: How to Set Up Sales Process in Kylas CRM

1. The Framework: Objective, Team, Goals, and Activities

2. Defining Sales Stages and Pipelines

3. Structuring Your Sales Team

4. Integrating AI Agents into Your Sales Workflow

5. Automation: Never Let a Lead Slip Away

6. Defining Roles, Handshakes, and KRAs

7. From System of Record to System of Growth

Final Thoughts

Mr. Vikram Kotnis, Founder & CEO of Kylas

Tags In

Growth with Kylas – Intermediate Episode 1: How to Make Your CRM Work Smarter for You

Growth with Kylas – Intermediate Episode 3: How to Set Up Marketing Correctly in Your CRM

Base Camp Episode 2: How to Set Up Account-Based Marketing (ABM) in Your CRM

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