- Inbound lead: The sales cycle begins when a potential customer expresses interest in the software, either through a web form, phone call, or email. The lead is typically passed to a sales representative, who will follow up to learn more about the customer’s needs and determine whether the software is a good fit.
- Quality: The sales representative will assess the quality of the lead to determine whether it is worth pursuing. This may involve reviewing the customer’s budget, timeline, and other relevant factors to determine whether there is a strong fit between the software and the customer’s needs.
- Discover call: The sales representative will typically schedule a discovery call with the customer to learn more about their needs and how the software can help to solve their problems. This may involve asking questions about the customer’s business, their current challenges, and their goals for the future.
- Proof of concept (POC) trial: If the software appears to be a good fit for the customer’s needs, the sales representative may propose a POC trial. This is a small-scale trial of the software in a real-world setting, designed to demonstrate its capabilities and help the customer determine whether it meets their needs.
- Close: If the POC trial is successful and the customer is satisfied with the software, the sales representative will work to close the deal. This may involve negotiating the terms of the contract, including the price, payment terms, and any other relevant details. Once the contract is signed, the customer will become a paying customer and will have access to the software.
- Onboarding: After the sale is closed, the customer will typically go through an onboarding process to ensure that they are able to use the software effectively. This may involve training, support, and other resources to help the customer get up to speed.
- Ongoing support and maintenance: After the onboarding process is complete, the customer will typically receive ongoing support and maintenance to ensure that they are able to continue using the software effectively. This may include technical support, updates and upgrades, and other resources to help the customer get the most value out of the software.