Sales Process Steps

Why NOT to Define your Sales Process steps solely off of what is in your CRM Opportunity Stages

There are different ways sales reps think about a Sales Process. Unfortunately, what has mostly been communicated to sales reps in terms of Sales Process steps is what exists in Salesforce or CRM in terms of Opportunity Stages.


Let me SUPER clear. A Sales Process is NOT Opportunity Stages. Smart companies I have worked for have made their Opportunity Stages into a Sales Process, but I have mostly seen a generic understanding of how a deal is sold.sales process steps

 Sales Process Steps should define how a customer should evaluate your product against their needs

The important things to consider are what those Sales Process steps actually mean, what the sales rep is supposed to be doing and, most importantly, WHAT THE CUSTOMER IS DOING.


Being very clear about where the customer is in their buying process is critical to properly guiding them through an evaluation plan. Most customers have no idea how to evaluate your product and, furthermore, how to get it purchased internally.


This is where sales reps can have a HUGE impact on the outcome and cadence of a deal. In the Sales Guide, I clearly help sales reps understand different types of Sales Processes depending on where they are at in their purchasing path. Sometimes, customers are fairly far along in their purchasing path and it is important for sales reps to get out of their way and let them buy.

 Sales Process Steps help you control the deal

Sometimes, customers need a lot more guidance in terms of how to evaluate the product or solution from a technical, business and personal needs perspective.


In the Sales Guide, I map out those different Sales Processes, what the purpose and objective is for each stage, who is involved, the agenda and the meeting scripts. Of course, these things will need minor customizations to match your business and product, but I have found the Sales Process steps are virtually the same selling several different products in my experience.



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About Emily
the Author

I have been selling software for nearly 13 years and have been the #1 sales rep at every organization I have been apart of. I would often outsell entire sales teams of 4-5 reps in a given month or quarter. I am not some kind of sales prodigy or savant. The reason I am good at sales and was the top sales rep, was because I LEARNED how to do it. SALES IS 80% learned and 20% innate skill. Writing these guides is my way of giving back to the community and giving Sales Reps and Sales Leadership easy yet effective tools to increase revenue.

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