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Sales Process Grader

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

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