Sales Process Steps Explained

Every successful company has made it a point to establish an effective sales process – and that’s not a coincidence. Are you looking forward to including your business in this pool of success?

If so, you’ll need to know a thing or two about each of the sales process steps and what’ll happen on each of them. Keep reading to find out everything you need to know about it!

Sales Process Steps: a quick guide!

Step 1: Lead Generation

The first step of the sales process is lead generation, which simply means bringing in prospective buyers. There’s a wide variety of inbound and outbound tools, techniques and methods that salespeople use to attract leads. 

Step 2: Lead Qualification

Once you have received a lead, you are going to need to qualify it to see if it should be passed on through the sales funnel or not (there’s no need in wasting time on leads that are not qualified).

Pipefy offers you a Lead Qualification template to help you with that: it improves the quality of your sales processes by providing all the needed resources for your team to identify and get in touch with the best leads everyday. Identify all the best opportunities, prioritize leads and keep all your contact information in one place.

Step 3: Demonstrated Value

After you’ve qualified your leads and moved the hot ones down the funnel, you’ll need to demonstrate value to your qualified leads in order to convince them that they are getting the best bang for their buck.

The best sales reps know that this is probably the most important of the sales process steps because this is where a buyer tends to make up his or her mind.

Step 4: Guided Understanding

This is the step of the sales process in which you will answer the potential customer’s questions and manage objections and frame thinking. This is also the step in which you or your team members will close the deal.

Step 5: Deliverance

The very last of the sales process steps is delivering the product and ensuring that the customer is completely satisfied. This is also the step in which you should be encouraging your leads to return and spread the word.


A company is all but worthless without sales – on most common scenarios, sales means money coming in, and that’s the goal of most companies. Now that you know a little about the 5 sales process steps and what should happen on each of them, you’re ready to create your own sales process and start making (more) money.

Manage all of your Sales Process Steps with Pipefy!

Pipefy’s Sales Pipeline Template is a step-by-step process, specially developed to enhance your team’s focus and productivity. It’ll guide them through all the steps of the sale: from prospecting, to properly qualifying hot and cold opportunities all the way to effectively closing the deal.

Instead of resorting to fragile spreadsheets or complex and expensive CRM systems, install Pipefy’s free sales template and run your sales pipeline smoothly and without any concerns.

Free Sales Pipeline Template! Free Sales Pipeline Template!

Written by Isabelle Salemme, Product content manager at Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being responsible for all product-related content, she's an avid reader, a coffee lover and a professional photographer.