How Sales Processes Drive Better Results
8:24

One of the most memorable performances in Alec Baldwin's illustrious career was his intense seven-minute appearance in Glengarry Glen Ross. His brief but impactful sales training centered on the A-B-C principle: "Always Be Closing." While his aggressive delivery style might raise eyebrows today, the A-B-C mantra left no doubt about the core objective for sales professionals. However, experienced growth leaders know this oversimplified approach overlooks several crucial elements of a modern, effective sales process.

A well-structured sales process guides potential customers through their buyer's journey with purpose and clarity. It transforms qualified contacts into pipeline prospects, ultimately moving them toward successful deals. When you implement a systematic sales process, you create a scalable framework that builds trust and commitment at every stage. This approach involves strategic research, thoughtful questioning, and careful analysis of responses to guide prospects toward a clear decision, whether that's 'Yes', 'No', or 'Later', while understanding the reasoning behind their choice. An effective sales process doesn't just drive individual deals; it creates a repeatable, measurable system for uncovering new business opportunities and accelerating revenue growth, all while making your sales cycle more efficient and predictable.

Download the sales process checklist to help contacts become prospects and prospects become customers.

How A Sales Process Drives The Buyer’s Journey

While experts may debate the specific steps that constitute an effective B2B sales process, best practices typically involve guiding prospects through two distinct phases: the lead qualification phase (often called 'discovery' or 'needs assessment') and the deal pipeline phase.

In this streamlined 2-phase sales process framework, we've identified 8 key steps that guide the buyer's journey to completion.

 

Sales process steps

 

Phase 1: Lead Qualification.  The lead qualification phase transforms initial contacts into engaged prospects through strategic discovery, with the goal of gathering sufficient information and interest to advance qualified opportunities into the deal pipeline phase. Key steps include:

  • Research – Find out who you’re talking to and the specifics about their market and industry.
  • Introduce – Establish credibility, discuss their needs and what drives them, and provide information about how your solution can deliver value to them.
  • Qualify – Determine where the contact fits into the buying process and how they influence reaching a “Yes,” “No,” or “Later” decision.
  • Learn – Ask open-ended questions that will provide information on goals, opportunities, risks, timelines, and budgets to determine deal readiness.

Think of the lead qualification phase as the opportunity to identify and nurture good prospects while diligently disqualifying those who are unlikely to find value in your solution. You don’t need to help everyone. You just need to help the right ones.

Phase 2: Deal Pipeline. The deal pipeline phase presents a solution to a specific need that has been identified in the pipeline stage and offers a resolution to the buyer’s issues.

  • Present – Show decision-makers how your solution addresses their needs and delivers clear value, with an easy-to-understand presentation that can be shared with others.
  • Propose – Craft an offer that moves the prospect toward achieving their goals with your solution, highlighting the most important features and benefits for their needs.
  • Resolve – Answer questions and concerns about your solution and how you will work together, including pricing and service terms, to move them toward a positive outcome.
  • Agree – Establish an understanding of and commitment to ‘next steps’ for both sides, and continue the cycle until the buyer’s journey is completed.

Think of the deal pipeline phase as an opportunity to engage and collaborate with prospects who are ready to explore the value of your solution for their business. Advance these prospects toward becoming customers. Reach an agreement that is mutually beneficial, helping to achieve business goals. 

Remember that an effective sales process isn't always linear. Qualified prospects might move from lead qualification into the deal pipeline, gain valuable insights through meaningful discussions, then decide to revisit the opportunity later based on specific timing or feature requirements. They may return to the lead qualification phase for continued nurturing until your solution fully aligns with their needs. This flexibility could stem from budget cycles, product roadmap timing, or evolving business priorities. The key is always understanding the "why" behind every decision—it's fundamental to a successful sales process.

Improve Personas And Market Fit

Once you've validated your product's ability to deliver concrete value, the next crucial step is to identify and connect with your ideal target customers. A structured sales process serves as your compass, helping to validate critical assumptions about market fit and customer needs. While your solution may be exceptional, it won't be the right fit for everyone. Understanding precisely who benefits most from your offering is crucial for sustainable business growth. Rather than relying on gut feelings, leverage your sales process to systematically gather insights that refine your customer personas and market positioning.

The sales process will generate valuable data about market needs and preferences. 

  • How do your prospects make buying decisions?
  • Who are the key decision-makers?
  • What sales enablement strategy will help them better understand the value you offer?

By following a reliable, repeatable process of thorough research and strategic questioning, you'll quickly sharpen your understanding of your ideal customers and the specific challenges you're best positioned to solve.

Identify New Business Opportunities From The Voice Of The Customer

Integrating a sales process as a cross-functional framework empowers your entire organization to leverage the goldmine of insights that naturally emerge from customer conversations. Think of your sales team as your direct line to market intelligence – they're gathering priceless feedback that can transform your marketing approach and shape your product roadmap. When executed thoughtfully, your sales process becomes more than just a path to revenue – it's your compass for identifying untapped opportunities and turning those "not yet" responses into future wins.

Here's how to maximize the value of your sales interactions:

  • Transform customer conversations into actionable intelligence by systematically capturing, validating, and sharing insights across your marketing and product teams

  • Craft messaging that truly resonates by incorporating real feedback from your target market

  • Let your customers' needs and challenges guide your product development priorities

When you establish clear channels for sharing the voice of the customer (VoC) between your sales, marketing, and product teams, you create a powerful feedback loop that drives better outcomes and uncovers new growth opportunities.

The authors of Never Be Closing introduce an interesting concept called The Stranger's Dilemma – the natural human tendency to be skeptical of unfamiliar people, especially when they're seeking to engage us in meaningful dialogue. Instead of fixating on "getting to yes," they suggest flipping the traditional sales mindset. Their solution? Lead with value and transparency about your intentions from the very start. The new mantra becomes "always be useful" rather than "always be closing."

Build your sales process around meaningful conversations that generate mutual value and actionable intelligence. When you tailor every interaction to address your prospect's specific needs and ensure you're engaging the right decision-makers, you create a scalable framework for sustainable growth. So rather than channeling Alec Baldwin's famous "always be closing" speech, pour yourself some coffee and embrace "always be useful" as you work your sales process.

Supercharge Your Sales Process – Schedule a Free Sales Process Evaluation Consultation: