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
  • Quantify the problem
  • Engage
  • Sign contract
  • Value proposition
  • Ask about money or budget
  • Receive lead or RFP
  • Talk about ROI
  • Talk about capabilities
  • Trial/Test/Pilot
  • Determine fit
  • Intro to decision maker
  • Evaluate the opportunity
  • Negotiate
  • References
  • Proposal or Quote
  • Who is decision maker
  • Meet technical team
  • Tour
  • Cold call, or lead follow up call
  • Handle Objections
  • Meet decision maker
  • Sell value
  • Close
  • Timeline for decision
  • Qualified
  • Differentialte yourself
  • Present/demo
  • Research lead
  • They are committed
  • Decision making process/criteria
  • Find compelling reason to buy from you
  • Credit worthiness
  • Schedule meeting
  • Interested
  • Have the money/ will spend the money
  • Will spend more with you
  • Identify a need
  • Needs analysis, ID problem, opportunity or pain
My Steps
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