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Sales Process and CRM Software – An Ultimate Match Made in Heaven

After a lot of research and calls creating a sales process is a lot to handle. Worry not; CRM extends their hand and segments the data, helps to prepare their monthly reports quickly, and identifies valuable opportunities via criteria-based selections. This reduces your time and energy to surf through complicated documents and sites.

The CRM sales process makes the sales process a cakewalk for you and your organization. Typically Sales managers prefer using CRM as their data would be centralized and safe. CRM not only helps boost sales but also increases the communication between the management and the sales force.

Sales process and CRM software

CRM is the only solution, or as you know it, “Match made in heaven,” we have curated an exemplary flowchart that will make your sales process easy, breezy, lemon squeezy. You must be aware of the old saying, “Learn the art so that you can become a pro artist.” In the sales industry, learning each process will take you a step closer to boosting your sales.

Check out and allow us to make it easier for you.

Allow Salescamp’s CRM to Assist you Through all the Sales Process Steps:

1. Prospecting

Why would the customer buy your product? What benefit will they receive? What problems does your product solve?
The first and foremost of the seven steps is prospecting.
I am sure by now you must have understood what Prospecting is. If not, allow me to take you through it. Attracting the right customer at the right time is very important.
What better way than CRM being involved? Making life easier, they provide you with a database for potential clients. In addition, their built-in tools help generate prospects from emails, websites, social media, and other channels.

2. Preparation

You have created your product and a client base; now what? The next step is to approach the customer. CRM makes a presentation strategy designed to achieve desired goals. This particular presentation includes slides on a step-by-step explanation of how the desired goal is to be reached.


Planning instills a sense of professionalism in the salesperson and creates goodwill with customers. The probability of sales is as high as the salesperson understands the buyer’s needs and wants.

3. Approach

The third and most essential part of the process is this. It can either make or break your company. This process can be broken down further into two steps. The first is rapport building, i.e., the first two to three minutes of the sales, where the communication is about interests and hobbies. The next step is when the main element – Product discussion takes place.

The whole approach process involves understanding and reverting to the client with the discount and redeem points. CRM helps reduce manual work and is an automated mechanism that sets up the approval process of records of the particular organization. This step is crucial as it plays a powerful means to control the internal process required to complete a business process.

4. Presentation

How the product looks is not just what matters but also how you present your pitch. In order to win verbally and visually, CRM provides you with the most appropriate and aesthetic templates for your big day. The presentation includes knowledge in the form of features, advantages, and positive beliefs about the product/service.


This positive belief turns into a desire to purchase the item creating an attitude that the product is the best to fulfill the needs. This process is called the conviction stage, i.e., the convincing stage from the customer’s side. The CRM understands how the market works and how important instilling a positive belief in the customer is. Hence, they send it across and your work, as a company, is to confidently speak out the content, thus having them trust you 100%.

5. Trial Close

“Our product/service is made and ready to sell, but we are unable to seal the deal,” this will often be the matter in every other company by every other salesperson. Well, don’t you worry, all you’ve got to do is hire an individual team in your CRM department, and you’re covered. Your role is to convince the client to buy the merchandise and ask the buyer’s opinion and absorb both the good and bad points of the merchandise.

CRM helps you frame questions like “does that answer your questions on the merchandise? Can we proceed to the subsequent step?”. The rationale can often create a more robust and open relationship with the customer, so they know you don’t seem sweet and humble for just the sale. Most situations will land you up in objections. Now that’s a tricky part, too. The CRM team provides you with tips on the simplest way to handle objections.

6. Handling Objections

The salesperson shouldn’t get defensive and snap back when a negative question arises. The salesperson should know which sales process the buyer is in – Attention, interest, desire, or conviction. The CRM software helps you understand and deal with such instances. The questions are to be dealt with as soon as they are brought up, unless and until your presentation answers the question.

Positively looking at the question, understanding their point of view, confirming your understanding of the question from your end is very important. False objections can be ignored; however, they should be dealt with like a real problem when raised again.

7. Close

You are almost there, don’t give up. The closing step of the sales process flow is the utmost important one. Hence, a good CRM will guide you to perform better like you’ve done in the rest of the steps and make a successful sale.

8. Follow Up

Again, your job is not just to ask the buyer’s opinion before making the sale; it’s also to understand how your product/service performed once it’s been sold. Follow-up is not just about you and your company; it’s also about the relationship you have with the buyer. Once you’ve done this step, you have generated many customers through word of mouth.

Follow up

The customer who has purchased from your company gains a certain amount of trust, making them want to stay loyal to you. This loyalty allows the customer to pass on the good word about your company to others, thus creating a more extensive client base. The CRM provides you tips on making the most out of the follow-up process and generating a strong bond with the client. The relations made with the customer after the sales are what end your perfect sales process.

We are pretty sure you would have understood what a CRM is and how important it is for your company to have one. The CRM, with the customer data, aims to unify and improve customer service performance to achieve the desired profit and loyalty goal. Along with the sales and marketing team, the CRM ensures a uniform approach, ultimately contributing to the company’s success tales.

He is a Blogger, Tech Geek, SEO Expert, and Designer. Loves to buy books online, read and write about Technology, Gadgets and Gaming. you can connect with him on Facebook | Linkedin | mail:


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