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Sales Methodology
Sales Process from First Contact to Deal Closure
This diagram shows the key stages of the sales process that we use at Alakris Group. Each stage has its own goals and tasks, which are detailed below.
Stage 1: Meeting Preparation
Goal: Prepare for effective interaction with potential customer
Manager Actions:
- Study information about customer's company
- Analyze industry and current trends
- Prepare presentation tailored to customer's business specifics
- Prepare examples of successful implementations in similar companies
- Identify key decision makers
Preparation Checklist:
- [ ] Customer company studied (website, reviews, press)
- [ ] Industry examples prepared
- [ ] Questions for needs identification prepared
- [ ] Key attendees for meeting identified
- [ ] Platform demonstration prepared
Tip
Always start a meeting by learning about the customer's current processes, not by presenting the product. This helps establish trust and better understand needs.
Stage 2: First Contact and Needs Identification
Goal: Understand current customer problems and determine how our solutions can help
Needs Identification Techniques:
- Open questions to understand current situation
- Problem questions to identify pain points
- Impact questions to understand consequences of problems
- Solution questions to identify readiness for change
Example Questions:
- "Tell me, how is management of your network currently organized?"
- "What difficulties do you face when scaling?"
- "What metrics do you use to evaluate effectiveness?"
- "What investments are you prepared to make in automation?"
Important Aspects:
- Active listening
- Demonstrating understanding
- Recording key pain points
- Prioritizing problems
Stage 3: Value Presentation
Goal: Demonstrate how our solution addresses specific customer problems
Presentation Structure:
- Customer Problem - brief summary of identified pain points
- Our Solutions - specific platform features that solve problems
- Benefits - how the customer will benefit from implementation
- Examples - case studies from similar companies
- ROI - calculation of expected return
Effective Presentation Techniques:
- Focus on solving specific customer problems
- Use visual materials and demonstrations
- Examples from the same industry
- Quantitative, not just qualitative characteristics
- Consider listener's position (operations director, owner, IT manager)
Stage 4: Platform Demonstration
Goal: Show practical benefits of the solution with examples
Elements of Effective Demonstration:
- Configuration for customer scenarios
- Show real platform capabilities
- Demonstrate integration with existing systems
- Show analytics and reporting
- Demonstrate mobile applications
Demonstration Tips:
- Start with main value, not features
- Show "before" and "after"
- Demonstrate quick payback
- Show solution scalability
- Emphasize ease of use
Stage 5: Terms and Pricing Discussion
Goal: Select optimal partnership model
Approaches to Pricing Discussion:
- Focus on ROI, not price
- Compare with alternative solutions
- Demonstrate cost of not implementing
- Flexible payment models
- Understanding customer budget
Example Phrasing:
- "Investment in the system will pay for itself in 6 months through reduced operational expenses"
- "Compare with costs of an additional employee who would handle these tasks manually"
- "Consider how much you lose due to inefficient inventory management"
Stage 6: Working with Decision Makers
Goal: Engage all key participants in the decision-making process
Types of Decision Makers:
- Business Owner/CEO: interested in ROI, strategy, competitive advantages
- Operations Director: interested in efficiency, process optimization
- IT Director: interested in integration, security, technical support
- Finance Director: interested in costs, payback, risks
Approaches for Each Type:
- For Owners: strategic advantages, ROI, competitive advantages
- For Operations Directors: process optimization, efficiency improvement
- For IT Directors: security, integration, support, architecture
- For Finance Directors: cost transparency, predictable payback
Important
Sometimes separate meetings are required with each type of decision maker, focusing on their key interests.
Stage 7: Deal Closure
Goal: Reach agreement and start implementation process
Closing Techniques:
- Limited-time offer
- Additional bonuses for quick decision
- Trial period for evaluation
- Examples of urgent implementations
- Confirmation of team readiness to work
Closing Phases:
- Readiness Confirmation - ensure customer is ready for partnership
- Contract Details Discussion - timelines, stages, terms
- Agreement Documentation - legal documentation
- Launch Plan - first implementation phase
Closing Tips:
- Don't be afraid to directly ask about readiness to cooperate
- Propose specific next steps
- Emphasize urgency (without creating pressure)
- Confirm value of the offer
Needs Identification Techniques
SPIN Method
S - Situation Questions
- "How is inventory accounting currently organized?"
- "How many locations are in your network?"
- "What systems do you use?"
P - Problem Questions
- "What difficulties do you face?"
- "What tasks are hard to solve?"
- "What prevents growth?"
I - Implication Questions
- "How does this affect profit?"
- "How much time is spent solving this task?"
- "What risks exist?"
N - Need-payoff Questions
- "What effect would solving this problem bring?"
- "What would change if this task was solved?"
- "What value would this bring?"
"Needs Ladder" Technique
- Operational Needs - efficiency of current processes
- Tactical Needs - improvement of metrics
- Strategic Needs - competitive advantages and growth
Value Presentation
"Problem-Solution-Benefit" Model
- Problem: Clearly define customer's problem
- Solution: Show how our platform solves this problem
- Benefit: Demonstrate specific benefits and ROI
"Three U's" Principle (Convince-Simplify-Accelerate)
- Convince: Prove solution effectiveness
- Simplify: Show simplicity of implementation and use
- Accelerate: Emphasize quick payback
Storytelling Usage
- Tell stories of real customers
- Show "before" and "after"
- Use emotional triggers
- Provide specific numbers and examples
Note
Avoid information overload. Focus on 3-5 key benefits most relevant to the specific customer.
Practical Exercises
Exercise 1: Customer Pain Analysis
Situation: Customer is a network of 20 coffee shops facing declining average order value and increasing competition.
Assignment:
- Compile a list of possible customer pain points
- Develop questions for identifying these pain points
- Prepare solutions offered by Alakris Group
- Calculate potential ROI
Exercise 2: Value Presentation
Situation: Franchise network of 15 locations experiencing difficulties with quality control and standards.
Assignment:
- Prepare presentation structure
- Develop 3 key messages for business owner
- Prepare demonstration of key feature
- Calculate expected effect from implementation
Exercise 3: Deal Closure
Situation: Customer is interested in the solution but wants to "think" and explore other options.
Assignment:
- Develop closing strategy
- Prepare arguments to accelerate decision making
- Create plan of next steps
- Prepare alternative partnership options