Let’s say that your marketing team has already successfully executed their lead generation campaign, resulting in some interested prospects. The next step is to convert those leads into deals – and that’s where the sales team steps in.

Converting a prospect into a client can be a very delicate process, since over 3 out of 4 marketing leads never convert into successful sales, according to a recent study by Hubspot. Salespeople require constant attention to detail, excellent communication skills, and persistence. So where do you start?

The initial step for any salesperson is to get organized, and a Customer Relationship Management (CRM) platform can assist with that. With most CRMs, you can log and follow up with leads, monitor interactions, and even assign leads to other team members within your organization, all in one spot.

After you set up a good CRM, it’s time to research your prospects to create a personalized sales experience. Meeting the prospect face-to-face can bring a human touch to the sales process, letting you show visuals for a more engaging experience.

There’s obviously a lot more to successfully closing a sales lead than what I mentioned. Take a look at the Infographic below, created by Refresh – an app that helps you discover common ground for better conversations – outlining 5 steps to help you close a sales lead from start to finish. What tips have you found most helpful in the sales process?