Sales 101

Status: DRAFT

Access Restrictions: CORE TEAM ONLY

Sales 101

This is the intro and overview of our sales activities at 9Y. More details are in the respective gameplans.

 

What we do

 

What tools does a sales rep use at 9Y

  • Hubspot

  • MS Office: Word and Powerpoint (no Excel)

  • Google Workspace

  • PBX with Phone Contracts and Virtual Phone Numbers

  • Confluence/Jira

More details in https://9y-media.atlassian.net/wiki/spaces/9RPBK/pages/2438529025.

 

Processes and best practices

  • A good overview of the overall process provides this miro board:

  • Sales related main phases are:

    • First Contact

    • Qualification

    • Intro Call

    • Ballpark Estimate

    • Price Indication

    • (Discovery) Workshop

    • Estimation

    • Offer/Quote/Proposal

    • Negotiation

    • Verbal Go

    • Close Deal

      • Won

        • Handover

      • Lost

        • Sales Retro

  • We follow our defined .

  • Our leads are categorized to come from these

  • To provide an insight into 9Y to our leads we prepare and forward a company presentation aka .

  • The default pricing should be indicated according to our .

  • For internal communication, we focus on keeping a consistent .

  • Also see .

 

 

 

Owner

The content of this macro can only be viewed by users who have logged in.

Reviewer

The content of this macro can only be viewed by users who have logged in.