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Sales Process Workflow

oboloo Glossary

Sales Process Workflow

Sales process workflow is the set of steps that organizations follow to help convert potential customers into paying ones. It is often broken down into a few key phases: 1) Lead Generation – This involves identifying and targeting prospects or customers who may be interested in your product or service; 2) Qualification – During this stage, companies evaluate these leads to determine if they are qualified for further engagement; 3) Proposal – At this point, a sales professional prepares and presents a solution tailored to the customer’s needs; 4) Negotiation & Closing – Here, the focus shifts to discussing pricing and contractual terms, with the goal of reaching an agreement that is beneficial for both parties. Following each of these phases correctly and consistently can help to ensure success in any organization’s sales process.

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