This presentation is a great start to help you determine the sales process for your organization. Key to remember for small companies and startups is that aligning sales and marketing early is the best way to keep these departments aligned as you grow.
2. The Sales Funnel
•Networking
•Tradeshows
•Cold Calling
•Market Research
•Email campaign response
Prospecting
•Market Research
•Categorizes the leads
•Questionnaire
•ASKs questions
Qualifying
•In person
•Online
•Presentation
•More qualification
Meeting
•Understand the customer
•Addresses the need
Proposal
•WIN THE DEAL
•Thank you
•DeliverClose
3. www.Customer1stMarketing.com
Prospecting: Beginning of the Marketing
& Sales Relationship
Marketing
• Marketing creates awareness
• Sales works with marketing to define
the need
• Targets the “right” customer to buy
• Delivers campaigns with multiple
tactics into the sales process
Sales
• Understands the offer, product
and/or solution
• Creates a list of qualified individuals
or organizations
• Calls and gets the meeting
• Supplies the HEAT to close sales
4. Qualifying
• Define leads
• Understand what makes a lead HOT
• This is done throughout the sales process
• Post lead in your CRM
• Put all information about lead in CRM
• Business card notes
• Website
• Social Media
• Business Meeting Notes
• Starts the proposal process
• Understand the opportunity
www.Customer1stMarketing.com
5. www.Customer1stMarketing.com
DefineYour Leads and Actions
HOT Leads
• Authorized to buy
• Ready to meet
• Call immediately
• Send email
• Send info if requested
• ASK for a meeting
Warm Leads
• Referrals
• Ready to Meet
• Call immediately
• Send info requested
• Set up meeting
Cold Leads
• Old leads (6 months
or more)
• Revitalize
• Send a new campaign
6. Meeting
• BE Prepared
• Review your notes
• Review notes in CRM
• Read news for the day
• Get there 5-10 minutes early
• UNDERSTANDTHE PAIN
• Set expectations for proposal and
due dates
• Ask about budget
www.Customer1stMarketing.com
7. Proposal
• UNDERSTANDTHE PAIN POINTS
• Eliminated the red flags
• Use ALL notes
• CRM
• Meeting
• Website
• Delivery
• Get an editor to proof
• Add to CRM
www.Customer1stMarketing.com
8. Close
• Thank the client, your team
• Close deal in CRM
• Meet with delivery team
www.Customer1stMarketing.com
9. Delivery: Starts a New Sales Process
• Uncover new opportunities
• Focus on 100% Customer Satisfaction
• Survey after delivery
• Ask for referrals
www.Customer1stMarketing.com