HubSpot has published a free guide to creating a sales process. According to HubSpot, sales process  is a repeatable set of steps the sales team takes with a prospect to move them from early stage to a closed customer.

Cambria Davies says, “Building a repeatable, scalable sales process is tough. There’s no shortage of diagrams, methodologies, or experts with opinions on exactly how you should be doing things. So where should you start? Right here. We’ve pulled together an introduction to all things “sales process” to help you get started down the road toward defining what your company’s ideal sales process should look like.

The common stages of the sales process include:

1) Prospect

The process of sourcing new early stage leads to begin a sales process with. Prospecting may involve online research to find net new prospects, or researching into an existing database of contacts.

2) Connect

Initiating contact with those early stage leads to gather information and judge their worthiness for moving forward.

3) Research

Learning more about a prospect and their company as they progress through the sales process can help sales reps offer a more tailored experience, and improve the likelihood a deal will close”.

The Ultimate Guide to Creating a Sales Process

HubSpot

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