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Simple Steps to Introduce Financing as an Option to Close a Sale (Top for NDT Equipment Suppliers)

Paula Summers & Cory Alsip

Updated: Nov 29, 2023



1. Bring money into the sales presentation EARLY

  • Ask the customer "How will your organization pay for our solution?"

  • If the prospect gives you any answer besides "We will pay cash/check" introduce the concept of financing.

  • Serious buyers will welcome you as a professional brining money into the presentation. If not, they may not be a serious buyer.

2. Identify the Decision Makers (and distinguish the Equipment DMs from the Money DMs)

  • Often times there are multiple decision makers ("DMs"). Use CIVISTA as a tool to both save you time and help you close business.

  • Ask "Who, in addition to you, is deciding on how you will pay for our equipment and services?"

  • The Money DMs ultimately control when a purchase is actually made.



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