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 start.
Three-Step Sales Process (aka, the Default Process) This is the bare minimum set of stages for a sales process with few moving parts. In fact, this is the default template in Nutshell’s sales process builder. QUALIFY Confirm that the prospect has the budget and need to make a purchase in the near future. Verify that the point-of-contact is the primary decision-maker; if they’re not, determine who else would need to sign off on the purchase. PITCH Demonstrate your solution to the prospect, showing how it would improve their life and/or make them...read more