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Sales Stages | Starter Kit

Get a clear breakdown of sales stages, from identifying prospects to closing deals, for improved sales performance and consistency.

Sales Stage Guidance Overview

Sales Opportunity stages describe the high-level steps within your sales process.
- The stage field shows you where in your sales process the opportunity is and is updated as the deal moves through the sales process.
Each organization has its own custom stages dependent on what their sales pipeline looks like.
Knowing what needs to be done at each stage of the sale gives sales reps a huge advantage by having a clear path to follow.
A clear sales path creates consistency and allows for continuous improvement in sales methods while winning more deals.
Not only will a well-honed sales process create consistency in process but, will be more effective at generating higher-quality leads to shorten the sales cycle and reduce effort wasted on opportunities that are not likely to close.
You will gain improved communication between your sales teams, greater insight into sales performance, and provide a better overall customer experience.

Stage 1 | Identify: Gain an initial appointment with a targeted decision maker or influencer.

Stage 2 | Qualify: Identify buyers needs and challenges. Teach for differentiation and determine potential fit and whether to pursue or not pursue.

Establish internal champion and confirm value and fit across all buyer groups (OPS, IT, SALES, etc. ), overcome objections from adversaries and confirm budget.

Stage 3 | Propose: You have identified the unique value proposition your product/service can provide and develop a final proposal.

Stage 4 | Negotiate: Remove any legal and pricing objections, validate pricing against ROI and TCO, establish mutual path to closure with firm timeline, and get paperwork signed.

Stage 5 Deliver/Finalize: This stage is a holding ground to verify accuracy of signed contract details and initiate internal discussions from sales to onboarding/implementation.