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Sales process & qualification · Core

Needs analysis

Also called: needs assessment

ELI5

Structured investigation of the buyer's requirements, problems and desired outcomes.

Used in conversation

“The account plan should show how needs analysis affects the next step.”

Pitch context

You will see “Needs analysis” in go-to-market plans, sales forecasts, account reviews and commercial proposals when the discussion reaches sales process & qualification.

Why it matters: It helps a reader interpret sales process & qualification without confusing the measure, decision, role or evidence being discussed.

When the words have to travel

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Sources & evidence · 2

Supporting source families. This entry is an editorial synthesis rather than a quotation from one canonical glossary.