A successful sales process depends on having the right stages for the way you sell. Whether you’re building your first pipeline from scratch or want to overhaul an existing process, these sales process templates will give you a great head-start.
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Your sales process is the steps your sales team takes to convert leads into loyal customers. The exact stages and tasks included vary from business to business, but a B2B sales process typically includes stages such as prospecting, qualifying, pitching, objection handling, closing, and follow-up.
Formalizing and documenting your sales process is essential for organizing and optimizing your sales team’s efforts. Creating a structured B2B sales process offers benefits such as:
The B2B sales process is often longer than the B2C sales process, includes more stakeholders, and involves larger deals. These factors make it even more important to establish a structured B2B sales process.
The B2B sales process often includes stages such as prospecting, qualifying, prospect research, pitching, objection handling, closing, and follow-up. However, you should always evaluate your needs and goals and customize your process to them. A B2B sales process template can help you to identify the stages and tasks to include in your unique sales process.
To build your unique sales process, follow these steps:
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