16 Sales Process

Templates for
B2B Pipelines

16 Sales Process Templates for B2B Pipelines | Nutshell.com I

Table of Contents

SIMPLE SALES PROCESS COMPLEX SALES PROCESS CUSTOMER NURTURING SALES

TEMPLATES TEMPLATES PROCESS TEMPLATES
Three-Step Sales Process Proposal-Based Sales Process ��������������������������� 9 Relationship-Based Sales Process #1
(aka, the Default Process)������������������������������������� 1 (Follow-Up Contact)���������������������������������������������� 21
Demo-Based Outbound Sales Process ������������� 11
Simple Outbound Sales Process Relationship-Based Sales Process #2
for Cold Calling������������������������������������������������������� 2 Complex Inbound Sales Process������������������������ 13 (Subscription/Recurring Revenue Model)��������� 23

Simple Outbound Sales Process Account-Based Sales Process���������������������������� 15 Customer Success Pipeline������������������������������� 25
for Cold Emailing ��������������������������������������������������� 3
Team-Focused Sales Process ���������������������������� 17
Simple Inbound Sales Process����������������������������� 4
Offer + Negotiation Sales Process �������������������� 19
Fast-Touch Inbound Sales Process��������������������� 5

Five-Step Enterprise Sales Process ������������������� 6

Trust-Building Sales Process ������������������������������� 7

16 Sales Process Templates for B2B Pipelines | Nutshell.com II

SIMPLE SALES PROCESS TEMPLATES

Three-Step QUALIFY
Confirm that the prospect has the budget and need to make a purchase in the near future. Verify

Sales Process that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

(aka, the PITCH

Default
Demonstrate your solution to the prospect, showing how it would improve their life and/or make
them more successful. Encourage the prospect to share questions and objections so you can learn
more about how to best serve them.

Process) CLOSE
Overcome last-minute objections, make final negotiations, and obtain a signed contract or initial
payment to make the sale official. Then, ensure that your solution is delivered to the customer and
schedule your first follow-up touches to retain their business.
This is the bare minimum
set of stages for a sales
process with few moving
parts. In fact, this is the
default template in
Nutshell’s sales process
builder.

16 Sales Process Templates for B2B Pipelines | Nutshell.com 1

SIMPLE SALES PROCESS TEMPLATES

Simple PROSPECT
Find potential leads through online/social media research, networking, and asking current

Outbound customers for referrals.

Sales Process
MAKE INITIAL CALL
Complete the first touch with a new lead via phone call. Explain the key benefits of your solution

for Cold
and determine if there’s mutual interest.

QUALIFY
Calling Confirm that the prospect has the budget and need to make a purchase in the near future. Verify
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

PITCH
Demonstrate your solution to the prospect, showing how it would improve their life and/or make
them more successful. Encourage the prospect to share questions and objections so you can learn

Join Nutshell’s more about how to best serve them.

Sell to Win CLOSE

Facebook group! Overcome last-minute objections, make final negotiations, and obtain a signed contract or initial
payment to make the sale official. Then, ensure that your solution is delivered to the customer and
Looking for a place to learn, vent, laugh, and
collaborate with other sellers? We’re building schedule your first follow-up touches to retain their business.
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SIMPLE SALES PROCESS TEMPLATES

Simple PROSPECT
Find potential leads through online/social media research, networking, and asking current

Outbound customers for referrals.

Sales Process
RESEARCH
Learn about the target company’s product focus, strategy, position in the marketplace, recent

for Cold
milestones, and leadership in order to add personalized details to your initial email.

SEND EMAIL
Emailing Complete the first touch with a new lead via email. Explain the key benefits of your solution and
how it would help the prospect specifically, and attempt to set up a time to connect via phone or
video-conference.

QUALIFY
Confirm that the prospect has the budget and need to make a purchase in the near future. Verify
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would

16 Cold Email need to sign off on the purchase.

Templates That Sales PITCH

Experts Swear By Demonstrate your solution to the prospect, showing how it would improve their life and/or make
them more successful. Encourage the prospect to share questions and objections so you can learn
Have your cold emails been getting a chilly
response? Browse through our collection of more about how to best serve them.
proven B2B cold email templates from sales
experts and get inspired. CLOSE
Overcome last-minute objections, make final negotiations, and obtain a signed contract or initial
payment to make the sale official. Then, ensure that your solution is delivered to the customer and
READ MORE
schedule your first follow-up touches to retain their business.

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SIMPLE SALES PROCESS TEMPLATES

Simple REVIEW INCOMING LEADS

Analyze new leads to determine which ones are a close customer fit and worth the sales

Inbound team’s attention.

Sales Process
COMPLETE QUALIFICATION CALL
Complete the first touch with an interested lead to confirm whether or not they have the budget
and need to make a purchase in the near future. Verify that the point-of-contact is the primary
decision-maker; if they’re not, determine who else would need to sign off on the purchase.

RESEARCH
Gather more information on the prospect in advance of a formal presentation; learn as much
as possible about their company operations, desired outcomes, and the specific needs of all
stakeholders.

PITCH
Demonstrate your solution to the prospect, showing how it would improve their life and/or make
them more successful. Encourage the prospect to share questions and objections so you can learn
more about how to best serve them.

CLOSE
Overcome last-minute objections, make final negotiations, and obtain a signed contract or initial
payment to make the sale official. Then, ensure that your solution is delivered to the customer and
schedule your first follow-up touches to retain their business.

16 Sales Process Templates for B2B Pipelines | Nutshell.com 4

SIMPLE SALES PROCESS TEMPLATES

Fast-Touch GENERATE LEADS

“Through content marketing, we generate visits to our site where the inbound requests to our sales

Inbound Sales team arise.”

Process
COMPLETE QUALIFICATION CALL
“We make a qualification call within 60 seconds, while the client is still in front of their computer
or cell phone seeing our site, with their own doubts/concerns fresh in their mind. If we call the
prospect five minutes later, he/she may have already entered a meeting or is driving and can not
answer the call. We discovered that our conversion increases significantly the earlier we call.”
Provided by Cristian
EDUCATE CLIENT
Rennella CEO and
“Over the next 72 hours, we try to inform the client about our services through webinars, emails,
CoFounder of and different pieces of valuable content, and why he/she should choose our company instead of
elMejorTrato.com.ar the competition.”

OFFER TRIAL
“Finally, we offer the client a free trial of our services for one month, and we explain in detail how to
use them to obtain the best results.”

“After that, the client goes from trial to customer completely independently, with no more actions
from our sales reps,” Rennella adds.

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SIMPLE SALES PROCESS TEMPLATES

Five-Step INITIAL CONTACT

“We use demand generation techniques to drive awareness with potential buyers,” says Benson.

Enterprise “We get a ton of referrals from field sales people using our product to the people they know—the
secret here is to focus on making your customers successful and they will tell people about you.

Sales Process
Prospects also receive cold calls, cold emails, our newsletter, and read content on our blog to
become aware of how we help field sales people.”

IN TRIAL
“Once people get through various pieces of content with different CTAs to guide them through the
Provided by Steven funnel, they sign up for our free trial. Then they receive onboarding emails to get started and can
also schedule a time on our calendar for a training session/demo. Since we have their email we
Benson, Founder and can now send them more valuable content and information based on their interest.”
CEO of Badger Maps.
QUALIFICATION
“When someone signs up for a trial, he or she will be assigned to a specific sales rep to be qualified.
That rep reaches out to them and finds out if our solution is a fit for their needs and if there is
potential for more users or a team setup, etc.”

TRAINING AND SUPPORT

“If the lead is qualified, the assigned account manager will provide training and a full trial for their
team, make sure they’re all set up, and touch base to make sure they are satisfied.”

CLOSING
“Once the trial phase is over, the user purchases a subscription and becomes a customer to be
passed on to the customer success team.”

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SIMPLE SALES PROCESS TEMPLATES

Trust-Building PROSPECT
Consider exactly what your product or service does to improve the life or work of your customer,

Sales Process then seek out people in the marketplace who want and need that benefit or result.

BUILD TRUST THROUGH QUESTIONING

Instead of pitching a prospective customer right away, ask a series of carefully organized questions
to determine if the person has a genuine need for your product or service, and that the sale can
“Many salespeople talk proceed. The more questions that you ask in order to fully understand the needs of the customer,
themselves out of sales the more the customer relaxes, trusts you, and believes that your product or service is the right one
for him or her.
every single day but
it is very hard to listen “If you mention or discuss your product, service or price before you have established a high enough
level of likability, trust, and credibility with a prospect, you will kill the sale,” Tracy says. “The
yourself out of a sale,” says prospect will tune out and will lose all interest in doing business with you. This is why you must be
legendary sales coach patient at the beginning and ask questions, listening closely to the answers, as a way of building
trust.”
Brian Tracy. The following
template is adapted from PRESENT
his suggested sales stages Once it is clear that the prospect wants, needs, and can benefit from your product or service, your
job is to show the prospect that your product or service is the logical solution to his or her problem
and advice. or need.

next page »

16 Sales Process Templates for B2B Pipelines | Nutshell.com 7

Trust-Building ANSWER OBJECTIONS
Objections indicate interest. Write down all the reasons that the prospect might give you for not

Sales Process proceeding with your offer, then develop logical answers for those objections. When the customer
brings up the objection, question for clarification and then answer the objection in such a way that
the customer is completely satisfied.
(continued)
CLOSING
Assure that the customer has no lingering questions or objections and then invite the customer
to make a buying decision. This should be simple, straightforward, and stress-free. Your job here
is to close the sale painlessly and professionally and move on to completing the paperwork and
delivering the product or service.

GET RESALES AND REFERRALS

Take such good care of the customer after the sale that they buy from you again and again and tell
their friends. Respond quickly to your customer’s needs or problems. Ask for referrals after each
customer interaction. Follow-up and report back to the customer with what happened when you
contacted the referral.

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COMPLEX SALES PROCESS TEMPLATES

Proposal- MAKE CONTACT

Complete the first touch with a new lead via phone call or email. Explain the key benefits of your

Based Sales solution and determine if there’s mutual interest.

Process
QUALIFY
Confirm that the prospect has the budget and need to make a purchase in the near future. Verify
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

RESEARCH
Gather more information on the prospect in advance of a formal presentation; learn as much
as possible about their company operations, desired outcomes, and the specific needs of all
stakeholders.

PITCH
Demonstrate your solution to the prospect, showing how it would improve their life and/or make

So you have your them more successful. Encourage the prospect to share questions and objections so you can learn
more about how to best serve them.
pipeline stages...
now what? next page »

Read our “How to Implement a Sales Process”

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16 Sales Process Templates for B2B Pipelines | Nutshell.com 9

Proposal- PROPOSE
Prepare and send a detailed proposal covering what you would provide, at what cost and terms,

Based Sales and over what timeline.

Process
GET SIGNATURE
Secure buy-in from the prospect by collecting the signed proposal, and prepare for closing
activities.

(continued) CLOSE
Overcome last-minute objections, make final negotiations, and obtain a signed contract or initial
payment to make the sale official. Then, ensure that your solution is delivered to the customer and
schedule your first follow-up touches to retain their business.

16 Sales Process Templates for B2B Pipelines | Nutshell.com 10

COMPLEX SALES PROCESS TEMPLATES

Demo-Based PROSPECT
Find potential leads through online/social media research, networking, and asking current

Outbound customers for referrals.

Sales Process
MAKE CONTACT
Complete the first touch with a new lead via phone call or email. Explain the key benefits of your
solution and determine if there’s mutual interest.

QUALIFY
Confirm that the prospect has the budget and need to make a purchase in the near future. Verify
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

SCHEDULE DEMO
Get prospect to agree to a time and place (either in person or via video chat/web conference) to
Need a little help meet for the live presentation of your solution.
getting your leads from
COMPLETE DEMO
qualification to close? With
Nutshell’s sales automation Conduct your presentation and schedule a follow-up contact.
tools, your reps will know
next page »
exactly what to do at every
step to keep their deals
moving forward.

LEARN MORE

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Demo-Based OVERCOME OBJECTIONS
Draw out the remaining roadblocks to making the sale and alleviate the buyer’s concerns

Outbound regarding how your product offering will meet their needs and budget. Explain how your solution is
better for their specific needs than competing solutions that they may also be evaluating.

Sales Process SEND CONTRACT

Deliver a formal agreement to the buyer laying out the details of the sale as you’ve agreed to them
in conversation, and make last-minute negotiations.
(continued)
CLOSE
Obtain a signed contract to make the sale official. Then, ensure that your solution is delivered to
the customer in a timely fashion and schedule your first follow-up touches to retain their business.

16 Sales Process Templates for B2B Pipelines | Nutshell.com 12

COMPLEX SALES PROCESS TEMPLATES

Complex REVIEW INCOMING LEADS

Sort through your new inbound leads, filtering out any that seem bogus or clearly aren’t qualified,

Inbound Sales and prioritizing the leads that fit your ideal customer profile.

Process
ATTEMPT FIRST CONTACT
Make the first call to a new lead in order to introduce yourself and your company. If you reach the
prospect’s voicemail box, explain who you are and mention that you’ll be calling back at a certain
day/time.

This set of sales stages CONDUCT MEANINGFUL CONVERSATION

is typical for SaaS/web Complete the first legitimate phone conversation with a new lead. Explain the key benefits of your
service companies solution, determine if there’s mutual interest, and offer to provide materials for further education.

(like Nutshell!) QUALIFY

Confirm that the prospect has the budget and need to make a purchase in the near future. Verify
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

next page »

16 Sales Process Templates for B2B Pipelines | Nutshell.com 13

Complex SCHEDULE DEMO
Get prospect to agree to a time and place to attend a live presentation of your solution via video

Inbound Sales chat/web conference.

Process
COMPLETE DEMO
Conduct your presentation and schedule a follow-up contact.

OVERCOME OBJECTIONS
(continued) Draw out the remaining roadblocks to making the sale and alleviate the buyer’s concerns regarding
how your product offering will meet their needs and budget. Explain how your solution is better for
their specific needs than competing solutions that they may also be evaluating.

CLOSE
Obtain a signed contract or payment information to make the sale official. Then, ensure that your
solution is delivered to the customer in a timely fashion and schedule your first follow-up touches
to retain their business.

PASS TO ONBOARDING
Connect your new customer with an onboarding specialist or your Customer Success team, and
ensure that the customer gets everything they need to successfully integrate your solution into
their business.

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COMPLEX SALES PROCESS TEMPLATES

Account- IDENTIFY AND PRE-QUALIFY TARGET ACCOUNT

Conduct preliminary research to identify a company that would be an ideal fit for your product or

Based Sales service, in everything from the size of the company to the elements of their business operations
that would make your product a valuable addition.

Process CREATE LIST OF STAKEHOLDERS

Through company website pages and social channels, find out the names of all potential
stakeholders who would have a say in the purchase, from sales and marketing staff to
departmental heads to C-level leadership.

ASSEMBLE INITIAL STRATEGY

Create your gameplan for the target account, based on what has been successful with similar
accounts in the past. Assign stakeholders to your reps, and conduct deeper research to create the
personalized content and messaging that the stakeholders will receive.

COMPLETE FIRST ROUND OF CONTACT

Make initial calls and/or send cold emails to everyone on your stakeholder list.

COMPLETE MEANINGFUL CONVERSATION

Identify interest from at least one stakeholder, learn more about their current needs, and pitch
them on your solution

next page »

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Account- SCHEDULE PRESENTATION

Based Sales
Get stakeholders to agree to a time and place to meet for the live presentation of your solution.
Include as many decision-makers as possible.

Process CONDUCT PRESENTATION

Conduct your presentation and schedule a follow-up contact.

OVERCOME OBJECTIONS
(continued)
Draw out the remaining roadblocks to making the sale and alleviate the buyer’s concerns
regarding how your product offering will meet their needs and budget. Explain how your solution
is better for their specific needs than competing solutions that they may also be evaluating. Secure
buy-in from all decision-makers.

SEND CONTRACT
Deliver a formal agreement to the buyer laying out the details of the sale as you’ve agreed to them
in conversation, and make last-minute negotiations.

CLOSE
Obtain a signed contract to make the sale official. Then, ensure that your solution is delivered to
the customer in a timely fashion and schedule your first follow-up touches to retain their business.

16 Sales Process Templates for B2B Pipelines | Nutshell.com 16

COMPLEX SALES PROCESS TEMPLATES

Team-Focused QUALIFY
Your sales development representative (SDR) makes contact with a new lead to confirm that they

Sales Process have the budget and need to make a purchase in the near future, and that the point-of-contact is
the primary decision-maker.

RESEARCH AND SHARE INFORMATION

Your sales and marketing teams dig in deeper to learn more about the specific operations and
needs of the prospect, and share information on which strategies have been successful with similar
prospects in the past.

PITCH
One of your account managers demonstrates your solution to the prospect, showing how it would
improve their life and/or make them more successful. During the pitch, the account manager
encourages the prospect to share questions and objections in order to learn more about how to
best serve them.

PROPOSE
Join our Intro The account manager prepares and sends a detailed proposal covering what you would provide, at
to Nutshell what cost and terms, and over what timeline.
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Team-Focused GET SIGNATURE
Your team secures buy-in from the prospect by collecting the signed proposal, and begins

Sales Process preparing for closing activities.

CLOSE
Your account manager overcomes last-minute objections, makes final negotiations, and obtains a
(continued) signed contract or initial payment to make the sale official.

HANDOFF TO CUSTOMER SUCCESS

After the sale, your customer success team ensures that your solution is delivered to the customer
in a timely fashion, and schedules the first follow-up touches to provide initial product support and
retain their business.

16 Sales Process Templates for B2B Pipelines | Nutshell.com 18

COMPLEX SALES PROCESS TEMPLATES

Offer + House Heroes is a “fix-and-flip” company based in Florida—kind of like what you see on HGTV, but
in real life.

Negotiation According to Vice President Earl White, “Our exclusive means of generating our deals is inbound
marketing (SEO and Google ads) and outbound marketing (direct-mail and cold calls), and I have

Sales Process separate sales pipelines for each source of leads. Here’s the sales template for our cold call leads,
which is perhaps the most nuanced.”

LEAD CONTACT INFO OBTAINED

From Earl White,
“The beginning of any telephone marketing campaign is obtaining and uploading contact info,
Vice President of House including e-mail, telephone, and address if available,” says White. “The information may come
Heroes LLC from an opt-in campaign or data compilation services. When leads are stuck in this stage, it is an
indication that your contact info for the lead is inaccurate. If most leads never move beyond this
stage, it’s a sign your source of contact info is generally not working.”

CONTACTED LEAD
“Once we’ve spoke to the lead we move to a new stage. This stage exists because often you reach
a lead but they are busy. You haven’t yet pitched your service or made an offer.”

OFFER MADE
“This stage is when we’ve pitched our service to the lead and are awaiting their response. Ideally,
this is done over the phone but in many cases it happens via e-mail or text and we are awaiting the
reply. When there is a trend that leads are not proceeding past Offer Made, it’s a sign of poor leads
or lead selection, or our offer details need adjustment.”

next page »

16 Sales Process Templates for B2B Pipelines | Nutshell.com 19

Offer + CONSIDERING/NEGOTIATING
“There is after we make our offer, it hasn’t been rejected, and the lead is considering it. This stage is

Negotiation a good place to focus lead follow-up.”

Sales Process
VERBALLY ACCEPTED OFFER
“The ‘verbally accepted offer’ is perhaps the most important phase for our business. These are
‘hot leads’ with serious interest in the service, but they’ve yet to sign the written agreement. We
carefully monitor this phase to ensure the hottest leads get appropriate attention, but also to
(continued) identify if there can be process improvements to go from verbal to signing on the dotted line.”

CONTRACT EXECUTED
“This phase occurs once the lead has agreed to our service in writing. We begin to work the deal,
and in our specific business, enter due diligence to purchase real estate from the lead.”

DEAL CLOSED
“This is the end of the lead journey—we’ve successfully provided our service and closed on the real
estate purchase.”

16 Sales Process Templates for B2B Pipelines | Nutshell.com 20

CUSTOMER NURTURING SALES PROCESS TEMPLATES

Relationship- MAKE CONTACT

Complete the first touch with a new lead via phone call or email. Explain the key benefits of your

Based Sales solution and determine if there’s mutual interest.

Process #1
QUALIFY
Confirm that the prospect has the budget and need to make a purchase in the near future. Verify

(Follow-Up
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

Contact) FIRST CONSULTATION

Hold a longer conversation to learn the prospect’s personal and organizational needs. Identify the
pain they’re seeking to address, and educate the prospect on the benefits of the product/service
type that you’re selling.

PROPOSE A SOLUTION
Based on the prospect’s needs, present a detailed plan for what you can provide that would create
the best win-win situation.

CONFIRM THE SALE

Review the customer’s willingness and ability to make a commitment. The goal is to build trust and
make the customer as comfortable as possible with the sale.

next page »

16 Sales Process Templates for B2B Pipelines | Nutshell.com 21

Relationship- CLOSE
Handle any last-minute objections and obtain a signed contract to make the sale official.

Based Sales FULFILL ORDER

Process #1 Pass the order to your fulfillment team and personally ensure that your product or service is
delivered within the timeframe specified in the contract.

(Follow-Up COMPLETE FIRST CHECK-IN

Contact)
Contact your new customer a few days to a week later to see how their experience has been so far,
and address any unexpected challenges.

SCHEDULE RECURRING FOLLOW-UP

(continued) Schedule contact on a regular basis to provide ongoing guidance, listen to the customer’s needs,
and suggest/collect follow-up orders.

ASK FOR TESTIMONIAL/REFERRALS

Once you’ve retained a satisfied customer for a certain period of time, reach out to ask for a
testimonial that your organization can use in marketing materials as well as referrals for potential
new business.

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CUSTOMER NURTURING SALES PROCESS TEMPLATES

Relationship- MAKE CONTACT

Complete the first touch with a new lead via phone call or email. Explain the key benefits of your

Based Sales solution and determine if there’s mutual interest.

Process #2
QUALIFY
Confirm that the prospect has the budget and need to make a purchase in the near future. Verify

(Subscription/
that the point-of-contact is the primary decision-maker; if they’re not, determine who else would
need to sign off on the purchase.

Recurring SCHEDULE DEMO

Get prospect to agree to a time and place (either in person or via video chat) to meet for the live

Revenue presentation of your solution.

Model)
COMPLETE DEMO
Demonstrate your solution to the prospect, showing how it would improve their life and/or make
them more successful. Encourage the prospect to share questions and objections so you can learn
more about how to best serve them.

SEND CONTRACT
Deliver a formal agreement to the buyer laying out the details of the sale as you’ve agreed to them
in conversation, and make last-minute negotiations.

next page »

16 Sales Process Templates for B2B Pipelines | Nutshell.com 23

Relationship- CLOSE
Obtain a signed contract to make the sale official. Then, ensure that your solution is delivered to

Based Sales the customer in a timely fashion and schedule your first follow-up touches to retain their business.

Process #2
PASS TO ONBOARDING
Connect your new customer with an onboarding specialist or your Customer Success team, and

(Subscription/
ensure that a customer gets everything they need to successfully integrate your solution into their
business.

Recurring SCHEDULE ONGOING SUCCESS CALLS

Schedule a call on a regular basis (such as monthly, quarterly, or biannually) to provide ongoing

Revenue guidance, listen to the customer’s suggestions, and gain insights from their experience.

Model) UPSELL
Identify ways to expand the financial relationship, such as suggesting a higher tier of your product
or a larger recurring order.

(continued)

16 Sales Process Templates for B2B Pipelines | Nutshell.com 24

CUSTOMER NURTURING SALES PROCESS TEMPLATES

Customer INTERNAL HANDOFF

Receive new customer details from your sales team and get up to speed on their basic needs.

Success SCHEDULE INITIAL CALL

Pipeline Reach out to the new customer via phone or email to introduce yourself and schedule a time to
speak more in-depth about how your solution fits into their organization’s goals.

COMPLETE INITIAL CALL

If your company sells a Speak to at least one primary contact primary or admin for 30-60 minutes to gather information
about their specific needs and what they hope to accomplish with your product. Before the end of
very complicated solution the call, schedule a time for a team training so that every user can get up and running smoothly.
(such as software for large
COMPLETE FOUNDATION SETUP
enterprises), your Customer
Ensure that your solution is properly integrated within their organization and that all approved
Success team might use users can access it.
a separate pipeline for
COMPLETE TEAM TRAINING
training and onboarding
Host a video conference call to guide non-admins through your product and answer any questions
users after the sale. Here’s that arise.
an example of what that
FINALIZE SETUP
might look like:
Fine-tune your solution for the customer’s needs (to the best of your ability) and provide them with
any other resources they’ll need to be successful. Schedule your first check-in call.

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entire organization—not just sales regarded sales thought-
leaders.
• Whether or not your business is
ready for CRM

• What you need to know before

choosing a CRM platform

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