Qualification Overview

What is Qualification?

Qualification is the part of the sales process where reps ask questions to determine whether NetSuite is a good fit for the prospect.

• Open-ended questions work better than yes or no questions
• BDRs/AEs qualify using BANT
• BDRs route leads to the right reps by confirming Firmographics

Why is sales Qualification important?

  • Prioritize your prospects
  • Spend time more wisely
  • Avoid Barriers
  • Deliver a better result
  • Satisfied customers

Prepare your questions in advance

  1. Information needed to advance – What missing or unconfirmed information from my research do I really need to know?
  2. Who would know? – Who is best to provide that information? Do they own this information?
  3. Desired response? – What will do with the information once I have it?
  4. Formulate question – How will I formulate the question to get what is needed? Am I looking for facts, perception?
  5. Test and adjust – Can they answer this question without giving me what is needed?

Two types of “BUYERS” – active & passive

  • Dictates the conversations you have
    • Questions you should ask
    • Objections to expect

An “active buyer” lead

An active buyer lead is actively searching for a new solution.

  • Specific needs identified
  • Set budget in place
  • welcoming of conversation
  • fast moving
  • Tip: Ak “project based” questions

A “passive buyer” lead

A passive buyer lead is not publicly searching for a new solution.

  • May not have specific needs
  • No budget set aside
  • Throws out more objections
  • Different talk track approach for prospects understanding
  • Tip: Ask “discovery – based” questions.
  • Note: being “passive” is not the same as being “unqualified”.

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