How To Carry Out A Complete Sales Analysis For Your Company

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That's where the pre-sales executive, responsible for initial customer contacts and prospecting strategy development, comes in — to better understand the mindset that prevents you from achieving better results, read this article on the subject. Is it clear how this works in more conceptual terms? So now let's see what needs to be done to implement your pre-sale area! When do we need to implement the pre-sale area? The first step for the implementation of a pre-sales area is the analysis of the level of maturity of the company's sales strategy . We explain: at the beginning of the process, it is recommended to keep the division in the most traditional model.

Marketing will be in charge of preparing the lead and, when it is duly qualified, sales will take over to make the proposal and guide the closing. If the job is done well, the tendency is for the number of leads to increase, to the point that the sales department Whatsapp Number List will have to start filtering who has priority in attention. Logically, it is clear that the area will leave out the coldest. When this happens, it is time to designate specific professionals to take care of that portion of leads that are not yet ready for the commercial approach. Why is it important to carefully analyze the appropriate period for this change? It can't happen without a consistent foundation, because this will hurt the pace of work and may even hinder integration between corporate areas.

Another important detail: the pre-sales executive (SDR) requires specific training and to develop it we must have a broader vision of the company's sales process . What does the sales development area do? To think about the best way to structure the area, consider that it has 3 basic functions: qualify leads; connect them with the company; and finally do the conversion. What is meant by conversion? It depends on the type of business we are talking about. If it's something that requires product demonstrations, for example, the pre-sales work ends with scheduling a meeting with the sales executive.

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