3. SALES PROCESS MODEL
Qualify The Leads
Discover Their
Needs
Present a Solution
Negotiate and
close
Build a
relationship
4. Step Marketing Plan Action
1 Prospecting
Identify Leads
Setup Meeting
2 Initial Meeting
Establish report
Gain trust to move to next step
3 Data Gathering
Gather Facts
Agree on needs
4 Design Proposal
Design solution
Develop Proposal
5 Present Solution
Present Proposal
Ask for the business
6 Implementation
Deliver Solution
Monitor Progress
7
Ongoing Service and
follow-up
Explore Additional Needs
Ask for Referrals
Sales Process Overview of the Sales Process
5. BUILDING A SALES PROCESS
Understand the buyer’s Prospective
Leverage current state
Prepare for change
Design the formal sales process
Implement the sales process
6. SALES CLOSE PROCESS
Buying Stages
Problem
Identification
Understand
Requirements
Compare
Vendors
Shortlist Vendors Negotiation
Purchase
Decision
Sales Stage Approach
Qualify, agree on
need
Presentation Refine Negotiation Close
Description Approach buyer
Gather
requirement;
agree on solution
Present first
proposal; set
next meeting
Present final
solution based
on feedback
Negotiation key
terms; enter
order
Executed and
paperwork
received
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