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:
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)
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Picture: Seven Basic Tools of Quality — Quality Control
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Picture: Electrical Symbols — Transformers and Windings
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Picture: Accounting Flowchart Purchasing Receiving Payable and Payment
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