Made with
ConceptDraw
DIAGRAM 16

Sales Steps

Today almost everyone has been subjected to the sales process, however professional selling involves a series of distinct steps. One shortcut to success in any industry is to follow footsteps of those who earned success before you.

In this lesson, you'll learn about important steps in sales process and will be provided with examples.

ConceptDraw DIAGRAM diagramming and vector drawing software supplied with unique Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park allows fast and easy visualize all sales steps of the sales process on a sales process Map or sales process flowchart, and then realize them easily.

Sales Steps *

Example 1. Sales Steps

Outlining the sales process - what can be easy? Thanks to the 6 libraries of the Sales Flowcharts Solution it is a very simple process:

  • Sales Arrows
  • Sales Department
  • Sales Flowchart
  • Sales Steps
  • Sales Symbols
  • Sales Workflows

These libraries contain all vector shapes and symbols needed for representing the sales steps and displaying the sales results.


Steps to Creating a Sales Process Flow Chart

Helps to create professionally looking and detailed sales flowcharts with all sales steps visually represented on them.

  • Create new document
  • Add needed objects to the page

    How to Make Process Flow Chart

  • Place objects in needed position

    How to Make Process Flow Chart

  • Open Sales arrows library, drag and drop Circular motion arrows object
  • Add needed quantity of segments using object menu

    How to Make Process Flow Chart

  • Select a segment from the group, select a group-figure for that (Circular motion arrows), one more click and inside figure will be selected
    In this case, it will be one of the arrows

    How to Make Process Flow Chart

  • Open Object Filling Inspector from Ribbon

    How to Make Process Flow Chart

  • Change arrows color
    Note: You may use standard pallet or use a custom one

    How to Make Process Flow Chart

  • Open line inspector, switch off the Stroke

    How to Make Process Flow Chart

  • Add International division and Nurturing objects
  • Align these objects

    How to Make Process Flow Chart

  • Group all objects for convenient usage

    How to Make Process Flow Chart

  • Add more objects
  • Arrange and change sizes

    How to Make Process Flow Chart

  • Turn on size boxes
    Note: Size will be shown for selected object in units of document

    How to Make Process Flow Chart

  • Add a Textbox, just double click on the page space
    Note: Font and color will be same as the last added object from the library

    How to Make Process Flow Chart

  • Open Inspectors - Text
  • Set the needed font, size and color. All the next textboxes will have these atributes

    How to Make Process Flow Chart

  • Fill the needed text

    How to Make Process Flow Chart

  • Use Ellipse tool located on ribbon
  • Draw a circle on top of all objects
    Note: to draw a proper circle, hold a Shift button

    How to Make Process Flow Chart

  • Change color of circle

    How to Make Process Flow Chart

  • Add names to top objects
  • Add more objects
  • Flip horizontally one of the figures

    How to Make Process Flow Chart

  • Open Instectors - Layer
  • Set another level as "work"

    How to Make Process Flow Chart

  • Add a rectange equal the page size using Restangle tool on the ribbon

    How to Make Process Flow Chart

  • Bring to the back this rectangle using the tool on ribbon

    How to Make Process Flow Chart

  • Change its color
  • Set the first level as "work"
  • Lock the second level from edition

    How to Make Process Flow Chart

  • Change filling for some objects
  • Open Inspectors - Text - Change text color

    How to Make Process Flow Chart

  • Add some pointing arrows from Sales arrows library
  • Select one by one and change their color
    Note: to select several objects, hold the Shift button

    How to Make Process Flow Chart

  • Add few more flowchat steps

    How to Make Process Flow Chart

  • Add new objects and arrows
  • Open Page Inspector
  • Change the name of page by double click on it

    How to Make Process Flow Chart

  • Save the document

    How to Make Process Flow Chart

  • Export it to PDF

    How to Make Process Flow Chart

  • Open file in PDF reader program!

    How to Make Process Flow Chart

All source documents are vector graphic documents. They are available for reviewing, modifying, or converting to a variety of formats (PDF file, MS PowerPoint, MS Visio, and many other graphic formats) from the ConceptDraw STORE. The Sales Flowcharts Solution is available for all ConceptDraw DIAGRAM

Use the Sales Flowcharts Solution for ConceptDraw DIAGRAM software to create your own Sales Flowcharts of any complexity quickly, easily and effectively to use them successfully in your work activity.



Video. Steps to Creating a Sales Process Flow Chart (2min 05sec)

TEN RELATED HOW TO's:

Entity Relationship Diagram Symbols →

When we start to speak about databases, we must always mention database structure visualization. One of the most common ways to do it is to create an entity relationship diagram, and to put appropriate symbols on it. It is important either for database projecting and for its' future maintenance. Entity Relationship Diagram describes data elements and their relationships within a database. There are a set of special symbols that depict each element of an entity relationship diagram. Entities - represents some stable components such as supplier, employee, invoice, client, etc. Relation symbols show how the entities interact. Attributes define characteristics of the relationships. Attributes can be one-to-one or many-to-many. Physical symbols is used in the physical models. They represent items such as fields, tables, types and keys. ERD physical symbols are the building material for the database. Notation lines are used to illustrate the relationships. The most common method is Crow’s Feet notation. You can use ConceptDraw Entity-Relationship Diagram (ERD) solution to represent a database using the Entity-Relationship model.Entity Relationship Diagram Symbols
Picture: Entity Relationship Diagram Symbols
Related Solution:

Basketball Court Dimensions →

Outdoor activities are a very important part of leisure. Although standard basketball court dimensions are strict, you can do something to set a court even in your yard. With ConceptDraw DIAGRAM you can develop a plan to see how a basketball court is going to fit in your yard. The favorite method of basketball coaches is visualization. For learning, for disassembly of played matches or for planning the strategy of the coming games - they always use a picture of basketball courts. Such schematically picture should have scale and should depict precisely standard equipment and dimensions of the basketball court. The Basketball solution for ConceptDraw DIAGRAM was developed as a tool for drawing different basketball schemes and illustrations.Basketball Court Dimensions
Picture: Basketball Court Dimensions
Related Solution:

DFD Flowchart Symbols →

A Data Flow Diagram (DFD) is a graphical technique which allows effectively model and analyze the information processes and systems. The ability to fast and easy create the DFDs is made possible with Data Flow Diagrams solution from the Software Development area of ConceptDraw Solution Park. For designing the Data Flow Diagrams are used simple DFD flowchart symbols which are connected each other by arrows depicting the data flow from one step to another.DFD Flowchart Symbols *
Picture: DFD Flowchart Symbols
Related Solution:

Chemistry Equation Symbols →

If you are related with chemistry in you work or education activity, you need often draw various illustrations with chemistry equations. ConceptDraw DIAGRAM diagramming and vector drawing software offers you the Chemistry solution from the Science and Education area. Chemistry solution provides the Chemical Drawings Library with large quantity of vector chemistry equation symbols to help you create professional looking chemistry diagrams quick and easy.Chemistry Equation Symbols *
Picture: Chemistry Equation Symbols
Related Solution:

Value stream with ConceptDraw DIAGRAM  →

The Value stream is a totality of all actions on the projection, order composition and production: starting from creation a product project to launching this product, from order to delivery, from extraction of raw materials to ready product manufacturing. Value stream mapping is a process of visualization of these actions and creation of a detailed and graphical map.Value stream with ConceptDraw DIAGRAM  *
Picture: Value stream with ConceptDraw DIAGRAM
Related Solution:

Pyramid Diagram →

The Project Management Triangle Diagram depicts three main constraints of any project: scope, time and cost. Projects have to comply with the specified scope, projects should be finished in time and projects need to consume the budget. Each of the constraints represents one side of the triangle, and any change in budget or timing or scope affects the entire diagram.Pyramid Diagram *
Picture: Pyramid Diagram
Related Solution:

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.Competitor Analysis
Picture: Competitor Analysis
Related Solution:

Educational Technology Tools →

What are the favorite educational technology tools and techniques for teachers? Of course these are pictures, images and education infographics! ConceptDraw DIAGRAM software supplied with Education Infographics Solution from the Business Infographics Area provides powerful drawing tools to help design the education infographics of any complexity.Educational Technology Tools *
Picture: Educational Technology Tools
Related Solution:

SysML Diagram →

To draw SysML diagrams use the ConceptDraw DIAGRAM diagramming and vector drawing software extended with the Rapid UML solution from the Software Development area of ConceptDraw Solution Park.SysML  Diagram *
Picture: SysML Diagram
Related Solutions:
ConceptDraw
DIAGRAM 16