Sanjoe Tom Jose says, “Just like every scientific activity requires a process, so does sales. And while there are umpteen versions of sales processes you can follow, the biggest challenge in sales management from my perspective is not figuring out which process to use, but to ensure that your team actually follows it.

At Talview, along with the responsibility of being the CEO, I also managed the sales team for more than a year. We invested in one of the best CRMs to help us keep the process on track and get the right insights. The CRM supported email and calendar integration and connected to our website and landing pages. This essentially meant that the sales team received their qualified leads inside the CRM and all their email and meeting activities were automatically updated in the system.

In the CRM, the sales process was six steps long:

  1. Qualification Call
  2. First Meeting – Understanding Requirements
  3. Demo – Solution Presentation”.

How I Finally Got My Sales Team to Follow a Sales Process

HubSpot

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