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  1. Browse decks
  2. Sales Fundamentals: Prospecting, Discovery & Closing
  3. The Sales Process, Roles and Buyers
Public deck

Sales Fundamentals: Prospecting, Discovery & Closing

Core B2B sales knowledge for new SDRs, BDRs and account executives: the sales process, prospecting, qualification frameworks, discovery methods, objection handling, negotiation and sales metrics.

Sales
MShared by Marcus Lindqvist
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The Sales Process, Roles and Buyers

How a B2B deal moves from lead to signed contract, who on a sales team does what, and the people on the buying side you need to know.

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Content

44 total questions

MCQ: 11
Fill-in: 9
Flashcards: 14
Pair match: 10
The Sales Process, Roles and Buyers – Flashcards
Flashcards

Card #1

Sales pipeline

Card #2

Sales cycle

Card #3

Lead

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The Sales Process, Roles and Buyers – MCQ
Multiple Choice Questions
  1. 1. At a manufacturing company, the CFO controls the budget for your software and has the final say on whether the contract is signed. In the buying group, the CFO is the:

    • Economic buyer, who controls the money and gives final approval
    • Champion, who wants your product and sells it inside the company
    • Influencer, whose opinion shapes the choice but who cannot approve it
    • End user, who will work with the product every day after it is bought
  2. 2. An operations manager likes your product, tells you how decisions get made internally and argues for you in meetings you can't attend. She is your:

    • Champion, an insider with influence who actively sells for you
    • Gatekeeper, who controls which outside callers reach the decision maker
    • Economic buyer, who holds the budget and signs the final contract
    • End user, who will use the product daily but has little say in buying
  3. 3. The VP of Sales has an executive assistant who screens every call and decides which vendors get time on his calendar. The assistant is acting as the:

    • Gatekeeper, who controls access to the decision maker
    • Champion, who argues internally for your product to be chosen
    • Economic buyer, who approves the purchase and signs off on budget
    • Influencer, whose technical review shapes the final vendor choice
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The Sales Process, Roles and Buyers – Fill-in-the-blank
Fill in the Blank
  1. 1. Selling an existing customer a different product that complements the one they already use is called a ___.

    Answer:cross-sellalso: cross sell, crosssell

    Hint: Not the same as an upsell

  2. 2. A deal should move to the next pipeline stage only when it meets that stage's ___ criteria, such as a booked demo or a confirmed budget.

    Answer:exit

    Hint: The conditions for leaving a stage

  3. 3. When a customer signs up again at the end of their contract term, the deal is called a ___.

    Answer:renewal

    Hint: Same customer, new term

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The Sales Process, Roles and Buyers – Pair match
Pair Match
SDR (sales development representative)↔Qualifies inbound leads and books meetings for account executives
BDR (business development representative)↔Prospects outbound into new accounts to book first meetings
AE (account executive)↔Runs demos and negotiation and signs the new customer
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