How To Close A Sales Lead In 5 Steps (Infographic)

Let’s say that your marketing team has already successfully executed their lead generation campaign, resulting in some interested prospects. The next step is to convert those leads into deals – and that’s where the sales team steps in.

Converting a prospect into a client can be a very delicate process, since over 3 out of 4 marketing leads never convert into successful sales, according to a recent study by Hubspot. Salespeople require constant attention to detail, excellent communication skills, and persistence. So where do you start?

The first step for any salesperson is to get organized – and a Customer Relationship Management (CRM) platform can help you with that. With most CRM’s, you can register/follow up with leads, track interactions and even assign leads to other team members within your organization all in one place.

Once you have a decent CRM in place, it’s time to start doing research on your prospects to create a unique and personable sales experience. Meeting with the prospect in person can add an additional human element to the sales process, allowing you to present visuals for a more immersive experience.

There’s obviously a lot more to successfully closing a sales lead than what I mentioned. Take a look at the Infographic below, created by Refresh – an app that helps you discover common ground for better conversations – outlining 5 steps to help you close a sales lead from start to finish. What tips have you found most helpful in the sales process?

How To Close A Sales Lead In 5 Steps (Infographic)