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Sales channel guide

Which channel fits which sales need?

A channel describes how an opportunity is created, handled or developed. These choices help compare a sales professional’s experience with the actual needs of a mission.

How should you choose?

Select the channels the sales professional must master or that the mission will actually use.

You can combine several channels: for example, Social media to start the conversation, followed by Negotiation & signing to convert qualified opportunities.

Cold prospecting
Identify companies that have not yet shown interest, then initiate contact by phone, email or direct outreach. Choose this to create new opportunities from a defined target market.
Inbound request management
Qualify and handle requests already generated by the website, marketing, referrals or campaigns. Choose this when demand already exists and the need is to respond quickly, prioritize and convert.
Field prospecting
Meet prospects at their place of business and develop a territory through regular visits. Choose this when local presence, demonstrations or close relationships make the difference.
Social media
Create and nurture sales conversations on LinkedIn or other professional networks through interactions, content and direct messages. Choose this to build visibility and approach a target audience over time.
Trade shows & events
Prepare meetings before a trade show, represent the company on site and follow up afterwards. Choose this to turn a trade show, conference or business event into concrete opportunities.
Negotiation & signing
Take ownership of qualified opportunities through discovery, demos, objection handling, proposals, negotiation and signing. Choose this when a pipeline already exists and the objective is to close.
Existing account development
Grow the value of existing customers through renewals, retention, upselling, cross-selling or reactivation. Choose this to develop an existing account portfolio.
Partner network
Identify, recruit and enable introducers, referral partners, resellers or distribution partners. Choose this when ecosystem-led growth is more relevant than direct prospecting.
Other
Use this choice when the expected method does not fit any category above. Describe the channel, planned actions and intended outcome precisely in the brief.
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