Sales Process Example

What our current sales process looks like

If your team doesn't work from a standardized sales process, check out our 7-step sales process template below.

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There's a reason why a good journalist starts a new article with an outline before they start writing an article. With a defined outline, writers ensure they address each point in the correct order. Without an outline, writers sometimes forget to include a crucial argument, or construct their paper in an illogical manner.

Think of a defined sales process as the outline of selling. Without a concrete sales process, reps create their own strategies, which gives rise to two negative results:

So, how can you make a sales process that works for your team?
Start with a sales process template.

Sales Process Template

If your team doesn't work from a standardized sales process, check out the steps below. We suggest using a basic 10-step sales process:

Prospect

In this stage we are going to source leads to contact or gather them from marketing.

Key activities in this stage

Possible sales aids/tools

Connect

Here we are going to call, email, or meet with prospects.

Key activities in this stage

Possible sales aids/tools

Qualify

Now we'll compare the lead to our ideal customer profile, our companies value drivers and see if they buy into the vision.

Key activities in this stage

Possible sales aids/tools

Evaluate options

Suggest your prospect to bring in other relevant stakeholders and propose your product/service to solve their pains.

Key activities in this stage

Possible sales aids/tools

Select Solutions

Great! They're into it and are ready to move forward. At this point, you're going to get practical and discover their expectations. Here's also the moment to address any doubts they might still have.

Key activities in this stage

Possible sales aids/tools

Issue Proposal

We're going to draw up a proposal and present it to all stakeholders in the goal to come to a final agreement.

Key activities in this stage

Possible sales aids/tools

Close

Bam! We're going to close the deals and get everyone to sign off on it.

Key activities in this stage

Possible sales aids/tools

Additional steps to add

You could possible add some more steps such as Deliver Product/service or Upsell/cross-sell. We don't have them as standard in our sales process as they often live with customer success.

Ready to build your own? Use this sales process template to outline your sales process and share it across your team.

What Leadcamp can do for you

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Multi-Channel Lead Heat Scoring

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Predictive Recommendations

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