In this on-demand guide, you’ll learn how the Sell Workflow transforms the way MSP and VAR sales teams quote and close deals.
Built on industry best practices, it’s a fully digital, step-by-step sales framework that makes every stage of the process faster, more consistent, and easier for your team to follow — all while improving customer experience and unlocking new revenue opportunities.
The Sell Workflow organizes your sales process into clearly defined phases:
- Discovery – Gather customer, deal, and solution details.
- Build – Create a bill of materials using automation or manually.
- Special Pricing – Apply contract pricing and partner deal registrations.
- Deal Desk – Set margins and customer pricing.
- Configuration – Choose support plans and payment options.
- Proposal – Generate a digital quote, proposal, or statement of work.
- Finance (optional) – Convert one-time charges into recurring payments.
- Agreements (optional) – Send legal agreements for signature.
- Acceptance – Review and approve the order for fulfillment.
This workflow delivers three core advantages:
- Enhanced customer experience – Align with the 83% of B2B buyers who prefer a digital purchase process.
- Embedded financial services – Turn any cost into a predictable recurring charge with Tech Finance.
- Automation – Streamline bill of materials creation, pricing updates, and proposal generation.
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