Sales Process Grader

Powered by Objective Management Group

We’re glad you decided to try out our sales process grader! It’s easy to use and the results are instant. First, drag the steps that are part of your current sales process from the "Possible Steps" list to the "My Steps" list. Alternatively, you can click a step and then click the > or < buttons to move it between lists. Second, put the items in the "My Steps" list in the order corresponding to your current sales process by dragging them up and down. Alternatively, select a step and use the up and down buttons to move it.
Possible Steps
  • Trial/Test/Pilot
  • Have the money/ will spend the money
  • Receive lead or RFP
  • Qualified
  • References
  • Find compelling reason to buy from you
  • Intro to decision maker
  • Identify a need
  • Meet decision maker
  • They are committed
  • Determine fit
  • Engage
  • Value proposition
  • Quantify the problem
  • Research lead
  • Tour
  • Credit worthiness
  • Decision making process/criteria
  • Sell value
  • Interested
  • Talk about ROI
  • Timeline for decision
  • Who is decision maker
  • Schedule meeting
  • Proposal or Quote
  • Meet technical team
  • Close
  • Differentialte yourself
  • Present/demo
  • Needs analysis, ID problem, opportunity or pain
  • Evaluate the opportunity
  • Talk about capabilities
  • Will spend more with you
  • Cold call, or lead follow up call
  • Negotiate
  • Sign contract
  • Handle Objections
  • Ask about money or budget
My Steps
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