About Sales Methodology and Sales Stages
For sales organizations, a common option is the selection of a sales stage. For example, a particular Opportunity might be Unqualified, Qualified, Lead, or Short List. In Siebel CRM, this concept is handled at two levels. The Sales Methodology is a parent attribute that defines the process followed for an Opportunity. The sales stages are the children relevant to the type of Sales Methodology.
There are some sales processes that require many steps. For example, a sale to a large corporation with a procurement organization that requires multiple sign-offs. or a fewer number of steps where a less complex process is needed to work through the sale. These are seen on Sales Opportunities. The following table contains examples of sales methodologies:
| Sales Methodology | Sales Stages |
|---|---|
|
Default Sales Methodology |
|
|
Mortgage Application |
|
|
Strategic Selling |
|