Products Solutions Samples Buy
✕
This site uses cookies. By continuing to browse the ConceptDraw site you are agreeing to our Use of Site Cookies.
This presales process flowchart example depicts the Microsoft Dynamics CRM workflow from lead to opportunity. It was redesigned from the Wikimedia Commons file: Lead to Opportunity sales flow.svg. [commons.wikimedia.org/ wiki/ File:Lead_ to_ Opportunity_ sales_ flow.svg]
"Presales is a process or a set of activities normally carried out before a customer is acquired, though sometimes presales also extends into the period the product or service is delivered to the customer. ...
In a typical sales cycle the stages are:
(1) Contact.
(2) Lead / Suspect.
(3) Prospect / Opportunity.
The task of a presales person starts from the initial contact phase and often ends once the customer is acquired i.e. sale is made." [Presales. Wikipedia]
The process flowchart example "Lead to opportunity sales flow" 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.
Presales process flowchart
Presales process flowchart, u shaped arrow, stop, sales, proforma invoice, opportunities, moving up arrow, leads, lead, fat arrow, contacts, arrow fork, accounting software,
Used Solutions

Cross Functional Flowchart for Business Process Mapping

Opportunity flow chart - Replacing engine oil
Start your business process mapping with conceptDraw PRO and its Arrows10 Technology. Creating a process map, also called a flowchart, is a major component of Six Sigma process management and improvement. Use Cross-Functional Flowchart drawing software for business process mapping (BPM).

Use a variety of drawing tools, smart connectors and shape libraries to create flowcharts of complex processes, procedures and information exchange. Define and document basic work and data flows, financial, production and quality management processes to increase efficiency of you business.

sales process map, sales process flowchart, sales steps, sales process management Sales Flowcharts

sales process map, sales process flowchart, sales steps, sales process management
The Sales Flowcharts solution lets you create and display sales process maps, sales process workflows, sales steps, the sales process, and anything else involving sales process management.

How to Create a Cross Functional Flow Chart

Opportunity flow chart - Order processing
If neither of 45 vector shapes of the Cross-Functional Flowcharts solution don't fit your needs, you will want to learn How to create a unique Cross-Functional flowchart.

ConceptDraw Arrows10 Technology - This is more than enough versatility to draw any type of diagram with any degree of complexity.

Drawing software lets you to make horizontal and vertical, audit, opportunity and many more flowcharts.