Sales Process Grader

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