Track your sales prospects right from the first qualification call Using this a mind map like this simultaneously in brainstorming mode ensures that you are on the same page with your prospect.You may invite your prospect to this mind map before you initiate the call.
Other tools in use
Function / Job Title
This question helps you to track the effectiveness of your marketing activities.
for example, "I'm the decision maker", "I give recommendations for the decision", "I want to initiate a purchasing process"
List other clients in a similar industry as your prospect Attach company logos and referecence stories if available
communicate to your prospect How you helped other clients (references) and an agree on product benefits for your prospect's company. This will help you justify the price
"Determining need and requirements"
"Actively evaluating vendors for purchase", competitor 1, competitor 2, competitor 3
"Not curently evaluating vendors"
Try to get in touch with the final decision maker as soon as possible.
You may upload the proposal directly to this node. This way you can easily keep track of different versions.