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Our Winning Process

Step-by-step sales process from lead to close

Sales Process Overview​

Coming Soon: Comprehensive sales process that guides our team from initial contact to closed deal.

Sales Stages​

Stage 1: Lead Generation​

  • Objective: Generate qualified leads
  • Activities: [List of activities]
  • Success Criteria: [Definition of success]
  • Timeline: [Expected duration]

Stage 2: Qualification​

  • Objective: Qualify leads for fit and interest
  • Activities: [List of activities]
  • Success Criteria: [Definition of success]
  • Timeline: [Expected duration]

Stage 3: Discovery​

  • Objective: Understand customer needs and challenges
  • Activities: [List of activities]
  • Success Criteria: [Definition of success]
  • Timeline: [Expected duration]

Stage 4: Proposal​

  • Objective: Present solution and value proposition
  • Activities: [List of activities]
  • Success Criteria: [Definition of success]
  • Timeline: [Expected duration]

Stage 5: Negotiation​

  • Objective: Negotiate terms and close deal
  • Activities: [List of activities]
  • Success Criteria: [Definition of success]
  • Timeline: [Expected duration]

Stage 6: Close​

  • Objective: Finalize agreement and begin implementation
  • Activities: [List of activities]
  • Success Criteria: [Definition of success]
  • Timeline: [Expected duration]

Sales Process Checklist​

Lead Generation Checklist​

  • Lead Source Identified: [Source and quality]
  • Contact Information Verified: [Email, phone, company]
  • Initial Qualification: [BANT criteria met]
  • Lead Assigned: [Sales rep assigned]
  • First Contact Made: [Initial outreach completed]

Qualification Checklist​

  • Budget Confirmed: [Budget range and approval process]
  • Authority Identified: [Decision makers and influencers]
  • Need Validated: [Pain points and requirements]
  • Timeline Established: [Decision timeline and urgency]
  • Competition Identified: [Other solutions being considered]

Discovery Checklist​

  • Current State Analysis: [Current situation and challenges]
  • Desired State Definition: [Goals and objectives]
  • Gap Analysis: [Gap between current and desired state]
  • Stakeholder Mapping: [All decision makers and influencers]
  • Success Criteria Defined: [How success will be measured]

Proposal Checklist​

  • Solution Design: [Customized solution for customer]
  • Value Proposition: [Clear value and benefits]
  • Pricing Structure: [Pricing and payment terms]
  • Implementation Plan: [Timeline and milestones]
  • Proposal Delivered: [Proposal sent to customer]

Negotiation Checklist​

  • Objections Identified: [All concerns and objections]
  • Objections Addressed: [Responses and solutions]
  • Terms Negotiated: [Final terms and conditions]
  • Approval Process: [Internal approval obtained]
  • Agreement Reached: [Terms agreed upon]

Close Checklist​

  • Contract Signed: [Legal agreement executed]
  • Payment Terms: [Payment schedule and methods]
  • Implementation Started: [Project kickoff completed]
  • Success Metrics: [KPIs and measurement plan]
  • Handoff to Success: [Customer success team engaged]

Lead Tracker​

Lead Tracking System​

  • CRM System: [System name and configuration]
  • Lead Sources: [Tracking and attribution]
  • Lead Scoring: [Scoring criteria and automation]
  • Lead Routing: [Assignment rules and process]

Lead Tracker Template​

Lead IDCompanyContactSourceStageOwnerNext ActionDate
[ID][Company][Name][Source][Stage][Owner][Action][Date]
[ID][Company][Name][Source][Stage][Owner][Action][Date]
[ID][Company][Name][Source][Stage][Owner][Action][Date]

Lead Tracker Fields​

  • Lead ID: [Unique identifier]
  • Company: [Company name]
  • Contact: [Primary contact name]
  • Source: [Lead source and attribution]
  • Stage: [Current sales stage]
  • Owner: [Assigned sales rep]
  • Next Action: [Planned next step]
  • Date: [Last activity date]

Process Optimization​

Performance Metrics​

  • Conversion Rates: [Stage-to-stage conversion]
  • Sales Cycle Length: [Average time per stage]
  • Win Rate: [Percentage of closed deals]
  • Revenue per Lead: [Average revenue per lead]

Process Improvement​

  • Bottleneck Analysis: [Identification of bottlenecks]
  • Process Automation: [Automation opportunities]
  • Tool Optimization: [Tool usage and efficiency]
  • Training Needs: [Skill development requirements]

Continuous Improvement​

  • Weekly Reviews: [Process review and updates]
  • Monthly Analysis: [Performance analysis and insights]
  • Quarterly Optimization: [Process optimization and improvements]
  • Annual Overhaul: [Complete process review and redesign]

Our sales process is the foundation of our revenue generation and must be continuously monitored, measured, and improved.