Sales Operations at Clari | Associate Member at The Revenue Collective
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Hey Adam - appreciate you reaching out. There are many standard sales processes you can mold yours off of. Consider using this list below as a template to elaborate on.
Prospecting
Qualification
Needs Analysis
Value Proposition
Id. Decision Makers
Perception Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost
These standard stages rarely reflect companies’ specific sales cycles though, so it will be best start a process to map out your sales process. SalesForce recommends avoiding ambiguous stage titles, and we couldn't agree more. Your sales managers should clearly see the difference between opportunity stages and understand when to pick a certain stage.
Next, it's important to define entry and exit criteria for each stage and then to begin to rethink the "Probability %" field in SalesForce so it's more than just a number
If you'd like to learn more about how Clari thinks about sales stages and their importance in defining and owning your sales cycle - reach out to me at pminasian@clari.com
Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align
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