The key stages of commercial prospecting

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To be effective, a sales prospecting strategy must follow a clear and structured process. Here are the key steps to follow before even entering an active sales phase.

1. Identify the right prospects
It all starts with finding qualified contacts. Using sales prospecting software like Monday CRM or a sales prospecting dashboard, you can centralize your data, segment your contacts, and identify the most relevant profiles.

2. Initiate first contact
This could be through a sales prospecting email, a call, or even rcs data canada a LinkedIn invitation. The goal is to start a conversation, capture the prospect's attention, and lay the foundation for effective customer relationship management .

3. Qualify the prospect
Once the dialogue has been established, it's essential to qualify the lead. This means understanding their challenges, budget, timeline, and constraints. This crucial step guides the sales pitch and determines whether the prospect has real potential or not.