What Is a Sales Process?

Created by: HSI - Health & Safety Institute Top Author
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Last Updated 02/2026
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Amendment 42-24 Authorized for use 1 January 2025 / Mandatory 1 January 2026

Description

A sales process follows a series of steps that convert a prospective buyer into a customer. Companies need this process to help their sales team identify more qualified leads, close more deals, and ensure your business provides a consistent experience to every prospect. An effective, successful sales process empowers and informs the buyer and should reflect the way customers want to buy. This cultivates a positive representation of your brand and product, building lasting relationships. In this course, we'll talk about the seven steps to an effective sales process: prospecting, qualifying, approach, presentation, handling objections, closing, and follow-up.

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