B2B Sales

The idea behind the B2B sales process is to collect as much information as possible about the prospect to make them a highly personalized offer and reduce the need for negotiation.

In B2B sales it’s vital to learn as much as possible about your prospect and offer them a solution to their problem rather than convince them of how great your product or service is. This means the process also includes a stage where you qualify the lead to see whether it’s even worth it engaging with them.

B2B sales are different from retail. You have to know your customer before you can sell to them, so the process must start with prospecting for customers and then qualifying them so you won’t end up wasting time on pitching to companies that are a poor match for your product or service.

You must find prospects who you are confident can benefit from your solution. Once you do that, the rest of the process is trivial.

B2B Sales Workflow Template

The B2B sales template consists of:

• Prospecting (look for prospects)
• Qualifying (choose promising prospects)
• Presentation(present your solution)
• Price quote (tell them how much it will cost)
• Handling Objections
• Closing (close the deal)

The template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

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With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.