Pay
Salesperson sales process template

Salesperson sales process template

Customer

Sales

Account Management

Customer evaluates solution and makes final decision

Contact is made, customer is qualified

Discover and needs assessment

Solution presentation

Customer decides to buy?

Nurture in drip campaign

Order fulfillment and coordinate solution implementation

Kick-off and implementation

Relationship is maintained and enhanced

CX review & NPS data gathered

Customer renews?

Defector study conducted

Nurture in drip campaign

No

Yes

No

Yes

Customer contacts company or is cold called

Agrees to take a sales meeting

Involves decision makers and stakeholders

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publish time: 2020-09-16
easy diagrams

A successful sale is achieved by following specific steps to build a relationship with clients/customers. A sales process template is useful for ensuring that team members know what steps to follow to maximise their chances of securing a sale.

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