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 example shows 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]
"Does your lead have what you're looking for - and vice versa? Once you've identified the timeframe, budget, purchase process, and decision makers for the sale, it's time to qualify your lead. Qualifying a lead in Microsoft Dynamics CRM converts it to an opportunity.
Ideally, your leads or prospects should have a need that you can provide a solution for, and have the budget and influence necessary for making the purchasing decision. In addition, you should be able to provide their solution within the timeframe they need it." [microsoft.com/ en-us/ dynamics/ crm-customer-center/ qualify-a-lead-and-convert-it-to-an-opportunity.aspx]
The example "Workflow - Lead to Opportunity" 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.
Sales workflow diagram
Sales workflow diagram, turn right arrow, suppliers, stop, split arrow, receiving, prospects, information systems, employee, contacts, chevron arrow, cellphone caller, accounts,
Used Solutions
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

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.

Competitor Analysis

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.

Organizational Structure Types

Organizational Structure Types
There are three main types of organizational structures which can be adopted by organizations depending on their objectives: functional structure, divisional structure, matrix structure.
ConceptDraw PRO diagramming and vector drawing software enhanced with 25 Typical Orgcharts solution from the Management area of ConceptDraw Solution Park is ideal for designing diagrams and charts of any organizational structure types.

Sales Process Flowcharts

Sales Process Flowcharts solution
ConceptDraw PRO diagramming and vector drawing software extended with Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park offers the set of extensive tools for quick and easy drawing professional looking Sales Process Flowcharts.

marketing diagram, marketing chart Marketing Diagrams

marketing diagram, marketing chart
This solution extends ConceptDraw PRO with samples, templates and library of design elements for drawing the marketing diagrams.

Sales Steps

Sales Steps
Helps to create professionally looking and detailed Sales Flowcharts with all sales steps visually represented on them.
Use the Sales Flowcharts Solution for ConceptDraw PRO software to create your own Sales Flowcharts of any complexity quickly, easily and effectively to use them successfully in your work activity.
ConceptDraw PRO 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 Process

Sales Process
ConceptDraw PRO is effective software for a variety of activity fields. Now, extended with Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park it become also useful in the field of sales. It helps to design professional looking Sales Flowcharts, Sales Process Flowcharts, Sales Process Maps, Plans and Diagrams to effectively realize the process of selling a product or service, and to display the sales results.
Download ConceptDraw PRO
Free 21 Trial for Mac and PC
Buy Now