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