By Hans Hammer Andersen
In the world of sales recruitment, terms like sales process and sales method are often used interchangeably. While they are closely related and sometimes overlap, they refer to distinct aspects of how a business approaches selling. Understanding the difference is crucial for building an effective sales strategy and driving consistent revenue growth—especially when hiring the right sales manager, new business developer or key account manager. In sales recruitment, understanding sales processes and sales methods is key.
A sales process is the step-by-step framework that outlines how a company moves a prospect from initial contact to a closed deal. Think of it as the roadmap or workflow that sales teams follow to guide buyers through the journey.
Common stages in a sales process include:
The sales process is usually customized to a company’s market, product, and customer base, and it's used to ensure consistency, track progress, and improve performance.
A sales method (or methodology) is the approach, philosophy, or tactic used to execute the sales process. It’s more about the how than the what. A method provides guidance on behaviors, conversations, and strategies that help sellers move prospects through each stage.
Examples of popular sales methods (most also have some overall sales process training):
Sales methods provide tactical depth and guidance that can be applied at different stages of the process, improving a rep’s effectiveness in navigating complex sales situations. It should be mentioned that fx Solution Selling and TAS (Target Account Selling - today Upland) are also very good at defining the steps in the sales process.
Feature | Sales process | Sales method |
---|---|---|
Definition | Step-by-step stages of a sale | Tactical approach to executing those stages |
Focus | What to do at each stage | How to do it effectively |
Structure | Company-specific and sequential | Strategy-driven and adaptable |
Purpose | Consistency and scalability | Efficiency and persuasion |
Analogy | A GPS route from A to B | The driving technique used on the journey |
Relying solely on a process can make selling feel mechanical. Using only a method without structure can lead to inconsistency. Combining a clear, structured sales process with a proven sales method empowers your team to move efficiently, adapt to different buyer situations, and close more deals.
For example, your process might define when to deliver a demo, but a method like SPIN Selling guides how to uncover the buyer's needs to make that demo truly resonate.
In essence, the sales process is the path, and the sales method is the way you walk it. Successful sales organizations align both to build predictable, repeatable, and scalable sales engines. By understanding and leveraging the strengths of each, you give your team the tools they need to win.