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How to Create a Sales Flowchart Using ConceptDraw PRO

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How to Create a Sales Flowchart Using ConceptDraw PRO

A Sales flowchart is a specialized type of flowchart. With the help of a sales flowchart you can visually describe tasks, documents, people responsible for execution at each stage of the sales process. For most commercial organizations, the sales process is inherent to its existence and ability to create profit. Although each company will achieve this aim in its own way, the core selling process remains similar throughout — a potential buyer or prospective customer exchanges money with an organization in return for goods or services. Despite this rather simplistic definition, there exists huge scope as to which approach is taken. Indeed, it is not uncommon for the sales division to be the largest within a corporate structure, employing a team of salespeople, analysts, and the sales managers, who are in charge of sales division operations.The practical applications of sales process flowcharts are numerous and wide ranging. At sales level, you might map the process of customer interact Read more
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. Read more
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,