Examples of CRM Sales Processes

No-Nonsense Examples of Foolproof CRM Sales Processes

Defining a sales process is both an art and a science. Or, should I say…a science, then an art.

Good sales processes are both simple and comprehensive. They are easy to understand and also easy to scale. Scaleable sales processes are one of the most critical components of building a scalable company. 

Here are a few examples of foolproof CRM sales processes:

Generic Sales Process or DNA Selling Process

This sales process was coined as the “DNA Selling Process” in a book by the same name by Patrick Henry Hansen. It is an excellent sales process to use for most companies, and can also be used as a starting point template for developing a more custom version for your business.

Stage Name
Your Version:
Suspect People who might want to buy your product.
What common needs or attributes to these people have?
Prospect They want to work with you.
They have answered an inquiry that you sent out, or they have
come to your website and indicated that they may want to
work with you.
They expressed an interest in working with you, AND you have
an interest in working with them. You have determined that
they are a prospect who meets a minimum qualification level.
If you have a complex sale, you may need to put together a proposal.
Some industries may have configurations.
You have given them a proposal or quote and are waiting to
hear back or negotiating with them.
Pending You have received a written or verbal commitment to buy.


Closed-Won The sale is finalized. ?


In addition to the sales stages above, it is helpful to have the following 3 variations of “Dead Lead”.  Each of these can help give distinct insights into where your sales process is failing if you dig into your data.

Dead Bad Lead, Not Qualified.
Hold No longer forecasted.
Lost Lost sale to competitor, or no decision.


Lastly, you’re going to want to forecast your leads’ statuses:

Forecast Status
Empty Anything between new lead and forecasted sale
Forecasted A sale that is forecasted
Not Forecasted Because
Closed Won Is this lead likely to close? If so, why?
Closed Lost Or is the lead likely to be lost? Again, pinpoint why.