Big Picture Process
Let's take a moment to walk through a basic overview of our sales cycle and how the tools you have so far fit into that process.
You are going to recieve more training on additional tools such as the Ad Campaign Simulator, Prospecting Training, Sales Training and tools like Reference USA, Specific Product Training, and more training on the overall process. However, as we close this first module- let's walk you through the big picture of what a typical sales cycle looks like.
The typical sales cycle will look something like this:
-identify a prospect (either a business or an agency) that you think matches our client profile.
-make contact with that business or agency and set a time for a Client Needs Analysis using your Calendar Tool.
-start the process by generating a Snapshot Report for the Client in the Sales and Success Center.
-In the CNA, we use the CNA guide to uncover the most important information.
-We end the CNA by sending the Snapshot Report to the prospect.
-We use the Ad Simulator and the Virtual Campaign Planner to develop the best plan to achieve the prospect's dreams.
-We use the Sales Proposal Template to present your solution to the prospect, and follow up with emails that are monitered in Sales Handy.
-Once the client says yes, you turn over that order to the execution team which takes it from there.
-The client is added to the Business Center where they (and you) can monitor their campaign in realtime.
Now... take a break- you did a lot today.
