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Customer Relationship Management

Customer Relationship Management

Customer relationship management is an important component of sales success. Visualizing sales data you may put some KPI related to customers relationship management to your Sales dashboard and track this important aspect in real time. Read more

Six Markets Model Chart

This sample shows the Six Markets Model Chart. It was created in ConceptDraw PRO diagramming and vector drawing software using the Marketing Diagrams Solution from the Marketing area of ConceptDraw Solution Park. The six markets model defines six markets that take the central place in the relationship marketing: internal markets, supplier markets, recruitment markets, referral markets, influence markets and customer markets. The six markets model allows the organization to analyze the stakeholders and key market domains that can be important to it. This model used in marketing project management software for small business project management. Read more

Business Graphics Software

ConceptDraw PRO is a business graphics software that allows you improve your business using Sales Performance Dashboard helps you analyze your data more efficiently. Read more

Data Visualization Software Solutions

To see how your business can improve you can try data visualization software solutions that allows you visualize all your sales KPI in one sales dashboard allows you monitor and analyse sales activities. Read more

Sales Teams are Inherently Competitive

Sales teams are inherently competitive, so you don't need to invent extra ways to stimulate the competition. At the same time, you can provide the team with a sales dashboard shows company, team and personal KPI to make the competition clear. Read more

The Sales Process

The Sales Process is a complex approach for selling a product or service which assumes many steps including the sales planning, realization of the sales marketing and management strategies, sales process analysis, etc. Now we have a ConceptDraw PRO software extended with unique Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park which ideally suits for the planning and realization the company's sales process. Read more
This flowchart example shows the lifecycle of an invoice in Microsoft Dynamics CRM. It was redesigned from the Wikimedia Commons file: Invoice lifecycle.svg. [commons.wikimedia.org/wiki/File:Invoice_lifecycle.svg]
"Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors...
Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web services interfaces. Clients access Dynamics CRM either by using a Browser or by a thick client plug-in to Microsoft Outlook." [Microsoft Dynamics CRM. Wikipedia]
The process flowchart example "Invoice lifecycle" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park. Read more
Lifecycle of an invoice in Microsoft Dynamics CRM
Lifecycle of an invoice in Microsoft Dynamics CRM , stop, single headed arrow, right arrow, semicircle arrow, sales orders, run, proforma invoice, products on sale, online order, merging arrows, invoice, information systems, empty shopping cart, direct mail, diagonal arrow, customer, man, man torso, accept,
"As a discipline, task management embraces several key activities. Various conceptual breakdowns exist, and these, at a high-level, always include creative, functional, project, performance and service activities.
Creative activities pertain to task creation. In context, these should allow for task planning, brainstorming, creation, elaboration, clarification, organization, reduction, targeting and preliminary prioritization.
Functional activities pertain to personnel, sales, quality or other management areas, for the ultimate purpose of ensuring production of final goods and services for delivery to customers. In context these should allow for planning, reporting, tracking, prioritizing, configuring, delegating, and managing of tasks.
Project activities pertain to planning and time and costs reporting. These can encompass multiple functional activities but are always greater and more purposeful than the sum of its parts. In context project activities should allow for project task breakdown, task allocation, inventory across projects, and concurrent access to task databases.
Service activities pertain to client and internal company services provision, including customer relationship management and knowledge management. In context these should allow for file attachment and links to tasks, document management, access rights management, inventory of client & employee records, orders & calls management, and annotating tasks.
Performance activities pertain to tracking performance and fulfillment of assigned tasks. In context these should allow for tracking by time, cost control, stakeholders and priority; charts, exportable reports, status updates, deadline adjustments, and activity logging.
Report activities pertain to the presentation of information regarding the other five activities listed, including graphical display." [Task management. Wikipedia]
The example "Project tasks dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Status Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Project tasks dashboard
Project tasks dashboard, speedometer, gauge, shapes alert indicator, progress indicator, progress bar, 5-state alert,
This financila dashboard example was drawn on the base of the Enterprise dashboard from the Mecklenburg County Government website.
[charmeck.org/mecklenburg/county/CountyManagersOffice/OMB/dashboards/Pages/Enterprise.aspx]
"In management information systems, a dashboard is "an easy to read, often single page, real-time user interface, showing a graphical presentation of the current status (snapshot) and historical trends of an organization’s key performance indicators to enable instantaneous and informed decisions to be made at a glance."
For example, a manufacturing dashboard may show key performance indicators related to productivity such as number of parts manufactured, or number of failed quality inspections per hour. Similarly, a human resources dashboard may show KPIs related to staff recruitment, retention and composition, for example number of open positions, or average days or cost per recruitment.
Types of dashboards.
Dashboard of Sustainability screen shot illustrating example dashboard layout.
Digital dashboards may be laid out to track the flows inherent in the business processes that they monitor. Graphically, users may see the high-level processes and then drill down into low level data. This level of detail is often buried deep within the corporate enterprise and otherwise unavailable to the senior executives.
Three main types of digital dashboard dominate the market today: stand alone software applications, web-browser based applications, and desktop applications also known as desktop widgets. The last are driven by a widget engine.
Specialized dashboards may track all corporate functions. Examples include human resources, recruiting, sales, operations, security, information technology, project management, customer relationship management and many more departmental dashboards.
Digital dashboard projects involve business units as the driver and the information technology department as the enabler. The success of digital dashboard projects often depends on the metrics that were chosen for monitoring. Key performance indicators, balanced scorecards, and sales performance figures are some of the content appropriate on business dashboards." [Dashboard (management information systems). Wikipedia]
The example "Enterprise dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Composition Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Financial dashboard
Financial dashboard, two columns indicator, pie chart,
The vector stencils library "Meter indicators" contains 29 Live Objects: speedometer gauge, dial, bullet graph, slider and level meter visual indicators.
The Live Objects designed to display actual measures of performance metrics and KPIs from external data source files.
Some of them also display comparative measures, and colored zones of qualitative ranges with legend.
Use it to draw business performance dashboards using the ConceptDraw PRO diagramming and vector drawing software .
"Digital dashboards may be laid out to track the flows inherent in the business processes that they monitor. Graphically, users may see the high-level processes and then drill down into low level data. This level of detail is often buried deep within the corporate enterprise and otherwise unavailable to the senior executives. ...
Specialized dashboards may track all corporate functions. Examples include human resources, recruiting, sales, operations, security, information technology, project management, customer relationship management and many more departmental dashboards. ...
Like a car's dashboard (or control panel), a software dashboard provides decision makers with the input necessary to "drive" the business. Thus, a graphical user interface may be designed to display summaries, graphics (e.g., bar charts, pie charts, bullet graphs, "sparklines," etc.), and gauges (with colors similar to traffic lights) in a portal-like framework to highlight important information. ...
Digital dashboards allow managers to monitor the contribution of the various departments in their organization. To gauge exactly how well an organization is performing overall, digital dashboards allow you to capture and report specific data points from each department within the organization, thus providing a "snapshot" of performance." [Dashboard (management information systems). Wikipedia]
The example "Design elements - Meter indicators" is included in the Meter Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Visual indicators
Visual indicators, speedometer, gauge, slider, level meter, dial, bullet,

ConceptDraw PRO ER Diagram Tool

Entity-relationship model, also called ER-model, is the main tool of domain modeling on the stage of conceptual design. The modeling of domain data structures is based on the use of graphical tools - Entity-Relationship diagrams (ER-diagrams). The core concepts of ER-Diagram are entity, attribute and relationship. ER-diagram lets visually represent the entities, helps effectively document all properties of designed system and to detail the data storages. To represent the elements at ER-model are commonly used Chen’s notation and Crow’s foot notation, each has its pros and cons. The entity on ER-diagram is represented in the form of rectangle, which specifies its name. An attribute is a property of the entity and relationship is an interaction between the entities. The relationship between two entities is called binary, between more than two entities - ternary. Specific software, such as ConceptDraw PRO with Entity-Relationship Diagram (ERD) solution from ConceptDraw Solution Park is helpful for easy creation Entity-Relationship Diagrams. Read more

Total Quality Management Value

The Total quality management (TQM) is an enterprise-wide method of continuous quality improvement of all organizational processes, including the enhancement of ability to deliver high-quality products and services to the customers. The TQM includes eight main elements, which have great value: customer-focused, process-centered, total employee involvement, integrated system, continual improvement, strategic and systematic approach, fact-based decision making, communications. ConceptDraw PRO diagramming and vector drawing software offers the Total Quality Management Diagram solution with effective drawing tools, predesigned vector elements, samples and templates that help easy design the Total Quality Management diagrams, TQM flowcharts and Mind Maps widely used in quality management projects to visualize the business processes and industrial processes for your organization, to demonstrate the quality control step-by-step in a visual manner, to compare visually the ideal and real stages of processes. Read more

ConceptDraw PRO ER Diagram Tool

Entity-relationship model, also called ER-model, is the main tool of domain modeling on the stage of conceptual design. The modeling of domain data structures is based on the use of graphical tools - Entity-Relationship diagrams (ER-diagrams). The core concepts of ER-Diagram are entity, attribute and relationship. ER-diagram lets visually represent the entities, helps effectively document all properties of designed system and to detail the data storages. To represent the elements at ER-model are commonly used Chen’s notation and Crow’s foot notation, each has its pros and cons. The entity on ER-diagram is represented in the form of rectangle, which specifies its name. An attribute is a property of the entity and relationship is an interaction between the entities. The relationship between two entities is called binary, between more than two entities - ternary. Specific software, such as ConceptDraw PRO with Entity-Relationship Diagram (ERD) solution from ConceptDraw Solution Park is helpful for easy creation Entity-Relationship Diagrams. Read more

Competitor Analysis

Competitor analysis is a first and obligatory step in elaboration the proper corporate marketing strategy and creating sustainable competitive advantage. Use powerful opportunities of numerous solutions from ConceptDraw Solution Park for designing illustrative diagrams, charts, matrices which are necessary for effective competitor analysis. Read more

Entity Relationship Diagram Symbols

The semantic modeling method nowadays is successfully applied in database structure design. It is effective method of modeling the data structures, which is based on the meaning of these data. As a tool of semantic modeling, there are used different types of Entity-Relationship Diagrams. Entity Relationship Diagram (ERD) is applied to visually and clearly represent a structure of a business database. The main components of ERDs are: entity, relation and attributes. An entity is a class of similar objects in the model, each entity is depicted in the form of rectangle and has the name expressed by a noun. Relation is shown in the form of non-directional line that connects two entities. There are several notation styles used for ERDs: information engineering style, Chen style, Bachman style, Martin Style. The Entity Relationship Diagram symbols used for professional ERD drawing are predesigned by professionals and collected in the libraries of the Entity-Relationship Diagram (ERD) solution for ConceptDraw PRO software. Read more