Research the leads.
Get in touch.
Check those qualifications.
Show them the money.
Once you’ve gotten the sense that a customer is a qualified lead, they’re now more likely to buy and are known as a prospect. That means it’s time to show off.
Make sure that you have a demonstration or presentation about your product ready to share. It’s even better if that demo or presentation shows how the product meets the prospect’s needs and requirements, as well as answers any of their questions. Product videos can be a great way to do this.
Sign, stamp, and deliver the deal.
Measuring the success of the workflow.
Key performance indicators
Visibility and reporting
With the help of KPIs and your CRM, you can also enhance the overall visibility of your efforts, which can be invaluable when you report to leadership, or if you’re simply looking to improve yourself.
CRMs allow you to easily collect data on your sales prospects and goals. It provides the necessary information to keep things visible and above board across your workflow.