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Sales Funnel Overview

The sales process at Merciglobal follows a structured funnel:
From finding new leads → nurturing them → presenting solutions → closing deals → and ensuring long-term customer success.

Understanding this funnel is essential for every salesperson.


🔻 The Sales Funnel Stages

1. Lead Generation

  • A lead is anyone who shows interest in our products or services.
  • Sources of leads include:
  • BNI meetings and referrals
  • Website inquiries and demos booked online
  • Social media or digital marketing campaigns
  • Cold calls and personal networking
  • Existing customer referrals

Your Role:
Consistently generate and qualify leads.


2. Prospecting & Qualification

  • Not every lead is a potential customer.
  • Qualified prospect = has a need + budget + decision-making power.
  • Key questions to ask:
  • Do they have weaving/manufacturing/service operations?
  • Are they facing inefficiencies in current systems?
  • Are they willing to invest in automation?

Your Role:
Identify serious prospects and filter out time-wasters.


3. Initial Contact

  • The first call or meeting sets the tone.
  • Focus on listening to the customer’s pain points, not jumping into product details.
  • Use the qualification checklist to decide if they are worth progressing further.

Your Role:
Build trust, gather insights, and prepare for a demo.


4. Demo & Presentation

  • Showcase how our ERP or LoomShakti solves their exact problems.
  • Keep it simple, focused, and customer-centric.
  • Use success stories and case studies.

Your Role:
Deliver a demo that connects the product’s strengths with the client’s needs.


5. Follow-Up & Objection Handling

  • Most deals require multiple touches before closing.
  • Address customer doubts (pricing, training, complexity).
  • Stay consistent — polite reminders via WhatsApp, calls, or emails.

Your Role:
Be persistent, professional, and helpful.


6. Closing the Deal

  • This is where a prospect becomes a customer.
  • Involves finalizing pricing, negotiation, and contract signing.
  • Ensure proper documentation and payment terms.

Your Role:
Guide the client confidently through the decision stage.


7. Customer Success & Retention

  • Sales don’t end at closing. A happy customer brings:
  • Renewals and add-on purchases.
  • Referrals for new leads.
  • Strong testimonials and case studies.

Your Role:
Maintain the relationship and hand over to the support team smoothly.


📊 Sales Funnel at a Glance

  1. Lead Generation
  2. Prospecting & Qualification
  3. Initial Contact
  4. Demo & Presentation
  5. Follow-Up & Objection Handling
  6. Closing the Deal
  7. Customer Success & Retention

💡 Key Takeaway

The funnel is about progression — don’t rush.
Each stage must be handled properly to move a lead downwards into a customer.


🔗 Next: Lead Generation