A sales process is a structure for organizing sales activities and data. This is typically viewed as a pipeline whereby each step of the process moves closer to a sale. The following is a reasonably standard sales process.
MarketingThe process of product development, distribution, promotion and pricing.
Prospecting & QualificationGenerating and qualifying leads.
Needs AnalysisEngaging the customer to build relationships, communicate the benefits of the product and collect information about the customer's organization, budget, needs and timeline.
ProposalDeveloping pitches and formal proposals.
NegotiationNegotiating price and terms.Closing sales and fulfilling orders.
Upselling & Cross-sellingDeveloping relationships with customers to upsell, cross-sell an prevent churn.Next: Sales Planning
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