Sales Process Grader

Powered by Objective Management Group, Inc.

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