What a Basic Sales Process Looks Like [Visual Template]

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Emma Brudner
Emma Brudner

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There's a reason why teachers instruct students to make an outline before they start writing a paper. With a defined outline, writers ensure they address each point in the correct order. Without an outline, writers sometimes forget to include a crucial argument, or construct their paper in an illogical manner.

what-a-basic-sales-process-looks-like-visual-template

Think of a defined sales process as the outline of selling. Without a concrete sales process, reps create their own strategies, which gives rise to two negative results:

  • Depending on how the rep approaches sales, they might provide a bad experience for the buyer
  • Sales managers can't glean team-wide data

So, how can you make a sales process that works for your team? Start with a sales process template.

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Sales Process Template

If your team doesn't work from a standardized sales process, check out the graphic and sales process template below. The graphic depicts a basic 10-step sales process:

  1. Prospect
  2. Qualify
  3. Connect
  4. Identify Pain and Needs
  5. Present
  6. Handle Objections
  7. Issue Proposal
  8. Close
  9. Deliver Product/Service
  10. Upsell/Cross-Sell

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Ready to build your own? Use this sales process template to outline your sales process and share it across your team.

Sales Process TemplateWorking from this template, you can customize a sales process that will work for your team. Too many steps? Cut a few. Too few? Add some. But whatever you do, define a sales process -- and hold reps to it. To learn more, check out these sales close rate industry benchmarks next.

sales plan

 

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