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Sales Call Checklist
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Scores 4.79 with 104 votes
Business
22 tasks
By
Campbell Rodriguez
Table of Contents
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Preparation
Research the account prior to the call.
Learn something about the person and their business.
Have three value-added points prepared.
Introduction
Find out the names of contacts in the account.
Find out who the decision-makers are.
Bridge to the business topic smoothly.
Sales Call
Spend 80 percent of your time listening and only 20 percent talking.
Ask about the business goals.
Ask what challenges the company is facing.
Find out how and why they made the decision for their current product or service.
Ask if they could change something about their product or service, what would it be.
Talk about benefits.
Give a general overview of the product or service.
Stay focused on the customer's needs.
Summarize the prospect's needs and how our product or service meets those needs.
Closing
Get the customer to identify all possible problems that might be solved by the product or service.
Get the customer to identify the value of solving the identified problems.
Ask for the order.
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Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.79 with 104 votes
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Tips
Ask open-ended questions.
Pause for three seconds before responding.
Remain calm.
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