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