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.
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
- Place objects in needed position
- Open Sales arrows library, drag and drop Circular motion arrows object
- Add needed quantity of segments using object menu
- 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
- Open Object Filling Inspector from Ribbon
- Change arrows color
Note: You may use standard pallet or use a custom one
- Open line inspector, switch off the Stroke
- Add International division and Nurturing objects
- Align these objects
- Group all objects for convenient usage
- Add more objects
- Arrange and change sizes
- Turn on size boxes
Note: Size will be shown for selected object in units of document
- 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
- Open Inspectors - Text
- Set the needed font, size and color. All the next textboxes will have these atributes
- Fill the needed text
- Use Ellipse tool located on ribbon
- Draw a circle on top of all objects
Note: to draw a proper circle, hold a Shift button
- Change color of circle
- Add names to top objects
- Add more objects
- Flip horizontally one of the figures
- Open Instectors - Layer
- Set another level as "work"
- Add a rectange equal the page size using Restangle tool on the ribbon
- Bring to the back this rectangle using the tool on ribbon
- Change its color
- Set the first level as "work"
- Lock the second level from edition
- Change filling for some objects
- Open Inspectors - Text - Change text color
- 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
- Add few more flowchat steps
- Add new objects and arrows
- Open Page Inspector
- Change the name of page by double click on it
- Save the document
- Export it to PDF
- Open file in PDF reader program!
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:
The UML diagram is a powerful tool which lets visually represent all system's components, the interactions between them and relationships with external user interface.
The Rapid UML solution for ConceptDraw DIAGRAM software offers diversity of UML flowchart symbols for drawing all types of UML diagrams.
Picture: UML Flowchart Symbols
Related Solution:
When trying to figure out the nature of the problems occurring within a project, there are many ways to develop such understanding. One of the most common ways to document processes for further improvement is to draw a process flowchart, which depicts the activities of the process arranged in sequential order — this is business process management. ConceptDraw DIAGRAM is business process mapping software with impressive range of productivity features for business process management and classic project management. This business process management software is helpful for many purposes from different payment processes, or manufacturing processes to chemical processes. Business process mapping flowcharts helps clarify the actual workflow of different people engaged in the same process. This samples were made with ConceptDraw DIAGRAM — business process mapping software for flowcharting and used as classic visio alternative because its briefly named "visio for mac" and for windows, this sort of software named the business process management tools.
This flowchart diagram shows a process flow of project management. The diagram that is presented here depicts the project life cycle that is basic for the most of project management methods. Breaking a project into phases allows to track it in the proper manner. Through separation on phases, the total workflow of a project is divided into some foreseeable components, thus making it easier to follow the project status. A project life cycle commonly includes: initiation, definition, design, development and implementation phases. Distinguished method to show parallel and interdependent processes, as well as project life cycle relationships. A flowchart diagram is often used as visual guide to project. For instance, it used by marketing project management software for visualizing stages of marketing activities or as project management workflow tools. Created with ConceptDraw DIAGRAM — business process mapping software which is flowcharting visio alternative or shortly its visio for mac, this sort of software platform often named the business process management tools.
Picture: Process Flowchart: A Step-by-Step Comprehensive Guide
Related Solution:
Compare flowchart software by type, features, and workflow fit. Learn the difference between desktop and online tools and choose the right solution for documentation or collaboration.
Picture: Flowchart Software: Tools for Process and Workflow Diagramming
Related Solution:
There are many tools to manage a process or to illustrate an algorithm or a workflow. Flowcharting is one of those tools. However, it may be difficult to show complex processes that require multiple attributes or several people in a simple flowchart, so a cross-functional flowchart would be a solution for that situation. To create such flowchart, group processes and steps to labeled rows or columns, and divide those groups with horizontal or vertical parallel lines. It is worth mentioning that there are different types of cross-functional flowcharts, like opportunity or deployment flowchart.
This diagram shows a cross-functional flowchart that was made for a trading process. It contains 14 processes, distributed through 5 lines depicting the participants who interact with the process. Also there are connectors that show the data flow of information between processes. The cross-functional flowchart displays a detailed model of the trading process, as well as all participants in the process and how they interact with each other. The lines in the flowchart indicates the position, department and role of the trading process participants.
Picture: Cross-Functional Flowchart
Related Solution:
It doesn’t matter what kind of business you have, a bar or a gym, there are common concepts for any of them. One of those concepts is accounting, and to facilitate the work with the figures, you can use accounting flowchart symbols and create a clear and representative scheme. You can create flowchart for auditing, tax accounting and even for planning your own budget.
A graphical tool for displaying successive processes is flowchart. This method is mostly suited to represent an accounting process. The sequence of steps in the accounting process usually consists of standard accounting procedures, that can be depicted by using a minimal number of symbols, applied for the basic flowcharting. The advanced opportunity to create professional Accounting Flow charts is provided by ConceptDraw Accounting Flowcharts solution. It includes contains a library of accounting flowchart symbols used when drawing the accounting process flow.
Picture: Accounting Flowchart Symbols
Related Solution:
This sample shows the Business Report Pie Chart. The Pie Chart visualizes the data as the proportional parts of a whole, illustrates the numerical proportion. Pie Charts are very useful in the business, statistics, analytics, mass media.
Picture: Business Report Pie. Pie Chart Examples
Related Solution:
