Sales CRM
Connects all pipeline stages from lead generation to conversion in a comprehensive CRM template.
Workflow Steps
Step 1 - Lead Qualification
A new lead is qualified as a sales opportunity (e.g., meets BANT criteria) and a deal record is created in the CRM.
Step 2 - Discovery & Needs Analysis
The salesperson conducts a discovery call to deeply understand the prospect's challenges, goals, and decision-making process.
Step 3 - Solution Presentation / Demo
The salesperson demonstrates how their product or service specifically solves the prospect's problems and addresses their needs.
Step 4 - Proposal & Negotiation
A formal proposal with pricing and terms is sent to the prospect, and any negotiation on terms or price occurs.
Step 5 - Closed Won / Closed Lost
The deal is finalized. If won, the contract is signed. The outcome is recorded in the CRM, along with the reason for the win or loss to inform future strategy.
The Purpose of Sales CRM
Ready to use this template?
Take the next step by deploying this workflow, or customize it to your exact needs using our AI-powered designer.
View other Sales templates
Cold Calling
A structured process to guide sales teams in cold calling potential customers and closing big deals.
Commercial Proposal for Services
Guides through the preparation and management of commercial proposals for services.
Contract Renewal
Manages contract renewal processes carried out by legal teams, providing opportunities to enhance contracts with latest organizational standards.
Need a unique template?
Our AI-powered workflow template generator can create a bespoke template based on your prompt in minutes.