Example Sales Process

4/1/2014
Sales Process
Process Description / Proba Lead state Targeted Outcome
Name in Salesforce
bility
Sales Team Responsibility
Milestones
Sales Tools
Customer Buying Process
Marketing responsibility
Attract Strangers and

generate leads
Not looking, Looking at trends,

Information Requested,
Researching, Don't know
Build Interest and

create vision
Unqualified Unqualified lead interacts at our web When a lead have done several
lead
page, download more material,
interaction sales should react by
watch videos, etc.
sales call or sending email.
The lead reaches a certain amount of interaction points
Not looking, Looking at trends,

Information Requested,
Researching, Don't know
Qualify lead /
Prospecting
Qualify
Validate opportunity, schedule a
/Disqualify meeting, validate need
Lead
Contact made, identify, interest,

budget, issues, etc. and
qualify/disqualify lead
Have an interest, believe have a

problem, have a vision, worth
continue research, would like to
have an experience, want to learn
more, looking for options, need
defined
Research option, establish
requirements, determine credibility,
determine requirements, trust-meet
team, determine ROI, assessing,
budget put forward for decision
Build an inbound marketing magnet, Web page, social media, exciting

SEO, Landing Pages, amazing
content, landing pages, Hubspot,
content, etc.
PR, newsletter, customers, success
stories, infographics, white papers,
power points, videos, trade shows,
conferences, partner marketing, etc.
Do email lead nurturing, try to
Web page, social media, exciting
connect to lead on social media and content, landing pages, Hubspot,
publish content on social media
channels
Provide content that make potential Web page, social media, exciting
customer excited such as webinars, content, landing pages, Hubspot,
whitepapers, etc.
whitepapers, etc.
Provide Content that support the
suggested value proposition
Provide competitive information that Web page, social media, exciting
helps sales person to explain our
competitive differentiation.
1. Needs Analysis
Interest is generated and stranger

register to download content.
Contact lead and qualify or

disqualify interest.
Identify key decision drivers, key

needs and how to meet them, steps
& timing of buying process
understood, start building org chart,
identify key players, key decision
makers, influencers
35% Opportunity Full list of all decision makers and all Identify all players in the
All decision makers are documented
decision makers are involved in the organization that are involved in the in CRM system and sales person
purchase process.
purchase. Collect all information
are able to communicate to them.
needed to build the value
proposition.
Discovery questions, success

stories, account audit, referral,
presentations, pre-sales team,
papers on How to run successful
education programs
stories, referrals, pre sales teams,
papers
More people are getting involved in

the purchase and all involved are
having the right information and
understanding, make sure budget is
in place
3. Value Proposition
50% Opportunity Created value proposition presented

for decision makers including
economic buyer. Sales person have
a full understanding of all
expectations, budget is confirmed

stories, account audit, referral,
presentations, pre-sales team,
papers, RFP,/RFQ, Live demo
Defined a need, framing

expectations, exploring options,
reconfirming requirements,
developing case, waiting for you,
looking for excuses,
4. Customer
Commitment
70% Opportunity Customer identifies use as a

preferred vendor both emotionally
and logically
5. Final Bid
75% Opportunity Win-Win solution, objections

navigated, action plan, clear next
step, soft close
6. Negotiation
90% Opportunity Positive decision made, signed

contract, PO provided
Closed - Won
100
Closed - Lost
2. Id Decision Makers
Post Sales - Delight
20% Opportunity Clear next step, do the need match Have meetings, start discussion,
our solution? Team introduced,
identify needs, do rough estimates,
evaluation undertaken, credibility
etc.
established, identify stakeholders,
should we invest in this opportunity?
CRM System, preferred customer

profile, success stories, referrals,
value proposition, discovery
questions, competitive advantages
Customer
Create a strong value proposition

that is tailored to the customer.
Present it and confirm customers
interest and understanding and buy
in. Set up a live demo of our
solution.
Make sure you have identified
competitors. Understand buying
criteria, decision process and
perceived attributes and manage
and verify that the customers has
realistic expectations. Verify
competitive
Deliver
final differentiation.
quote that meet
Customers understanding and

acceptance of the tailored value
proposition, budgetary quote,
budget confirmed
Defined offering, set up negotiation

team, pre-commitment, identify winwin, added value, action plan set,
internal resources set, contract
produced
Review expectations, finalize terms, Contract, referral, technical

delivery defined, payment terms
expertise, sales management
agreed, purchase order produced,
credit approval, Ask for the order
Customers expectations are

realistic, soft close, customer prefers stories, referrals, pre sales teams,
use as the vendor
papers
Project Management, Pricing/Terms, Technical expertise, quote tools,

customers budget, any outstanding Timely response
discovery questions, referral,
questions answered, action plan set,
internal resources
know your value,
Delivery scheduled
Go through internal ordering
processes, Delivery
Unqualified Find out why we lost
Was there anything we could have
lead
done better?
Customer Repeat business, referral, additional Delivery, utilization, paid as agreed
business
Deciding preferred vendor
Signed contract
Contract
whitepapers, etc.
Finalize terms, check references,
confirm decision, finalize case, gain customer excited such as webinars, content, landing pages, Hubspot,
approval produce PO, expect follow whitepapers, etc.
up, commitment
Expecting delivery
-
File the case in Salesforce
Contract
Expecting delivery
Implement solution, realize value,

validate decision, additional
solutions
Customer nurturing program,

webinars, whitepapers on how to
succeed, on boarding program
Reinstate value, review success,

Endorsements
ask for referral, case study subject,
additional opportunities, market
intelligence
Evaluate options in details,

stakeholders consensus, finalize
case, making excuses, budget
approved
Marketing Support Tools
Suggestion - Sales push tools
Infographics that argue for how to

build successful education programs
and why simulation is important
Infographics that argue for how to

build successful education programs
and why simulation is important
Success Stories papers - Papers

that discuss examples on how to
build a successful training center
Webinars - Several webinars that

will educate potential customer
about how to build successful
education programs.

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4/1/2014

Sales Team Responsibility

Customer Buying Process

Attract Strangers and

Not looking, Looking at trends,

Build Interest and

The lead reaches a certain amount of interaction points

Not looking, Looking at trends,

Contact made, identify, interest,

Have an interest, believe have a

Build an inbound marketing magnet, Web page, social media, exciting

Interest is generated and stranger

Contact lead and qualify or

Identify key decision drivers, key

Discovery questions, success

More people are getting involved in

50% Opportunity Created value proposition presented

Discovery questions, success

Defined a need, framing

70% Opportunity Customer identifies use as a

75% Opportunity Win-Win solution, objections

90% Opportunity Positive decision made, signed

Post Sales - Delight

CRM System, preferred customer

Create a strong value proposition

Customers understanding and

Defined offering, set up negotiation

Review expectations, finalize terms, Contract, referral, technical

Customers expectations are

Project Management, Pricing/Terms, Technical expertise, quote tools,

Deciding preferred vendor

File the case in Salesforce

Implement solution, realize value,

Customer nurturing program,

Reinstate value, review success,

Evaluate options in details,

Marketing Support Tools

Suggestion - Sales push tools

Infographics that argue for how to

Infographics that argue for how to

Success Stories papers - Papers

Webinars - Several webinars that

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