Sales Discovery
40mBeginner2019-09-03
Authors

Dean Karrel
Expert in Executive Coaching, Career Mentoring, and Sales Training
Course details
How can you determine if a sales lead can become a qualified prospect? In this course, join Dean Karrel as he walks you through the process of gathering information and insights from a potential customer—also known as sales discovery. Dean explores sales discovery in detail—how it fits into the larger sales process, why it matters, how to prepare for discovery calls and meetings, digital sales tools and technology, and what skills and training salespeople should continue to hone. Learn how the discovery phase impacts the entire sales pipeline and learn about the benefits your sales team can experience from including this essential phase of selling.
Learning objectives
Essentials of sales discovery
Sales roles and terminology
Preparing for a sales discovery call
Training and coaching
Researching
Getting an upfront contract
Decision-making
Solution mapping
Recapping goals and priorities
Learning objectives
Essentials of sales discovery
Sales roles and terminology
Preparing for a sales discovery call
Training and coaching
Researching
Getting an upfront contract
Decision-making
Solution mapping
Recapping goals and priorities
Skills covered
Sales SkillsSalesDeep Dive (X:Y)
Concepts
Qualify before You Try
- Essentials of sales discovery
The Importance of Discovery
- Understanding roles and terminology
- The sales process and discovery
Pre-Call Preparation
- Training and coaching
- The importance of research
The Actual Call
- Meeting agenda agreement
- Engaging discussion
- Learn about your leads
- Decision making and approval process
- Solution mapping
- Recapping goals, priorities, and next steps
Discovery Skills
- Our job as sales professionals
- Implementing new technology and tools
Conclusion
- Wrap-up and next steps