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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

Business Management Package

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.
HelpDesk

How To Create a CRM System Dashboard

CRM System Dashboard
Succeed in drawing the CRM Dashboards and CRM Center Dashboards depicting current and actual companies information and data with ConceptDraw DIAGRAM CRM software supplied with CRM Center Dashboard solution.

crm software, crm tools, customer management software CRM Center Dashboard

crm software, crm tools, customer management software
The CRM Center Dashboard solution extends ConceptDraw DIAGRAM functionality with CRM software tools, large collection of CRM Charts live objects, CRM icons, CRM indicators, CRM maps and navigation elements, the set of professionally designed CRM samples and templates to help you construct your own CRM Dashboards and CRM Center Dashboards in a few minutes, to depict the current and actual data by connecting or refreshing the data source file. The customer management software ConceptDraw DIAGRAM makes you free to choose the style for your dashboard and to regulate the quantity of clipart on the diagram according to your taste.
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

Marketing and Sales Organization chart. Organization chart Example

The use of Organization Charts is very popular at the fields of marketing and sales. They help to depict in a visual form a lot of information about organization: the company's structure, relationships of positions within an organization in terms of authorities and responsibilities, and company's strategies. All Organizational Charts are constructed from the similar building blocks (rectangles and lines), this makes them easily for interpretation and understanding by all interested people inside and outside of this company, such as shareholders, employees, investors, distributors, suppliers, customers, etc. Organization Charts can be hand-drawn on the paper, however the preferable is to use a special software. ConceptDraw DIAGRAM diagramming and vector graphics software extended with useful Organizational Charts solution is ideal for easy representing information and data, and professional drawing Marketing and Sales Organization Chart with any depth of detailing. Organizational structure may differ during the company's development, you can design and compare the charts on each stage.

diagram, workflow, flowchart, orgchart, marketing, management, infographics Business Diagrams Package

diagram, workflow, flowchart, orgchart, marketing, management, infographics
Business Diagrams Package is a large set of comprehensive graphical solutions from the ConceptDraw Solution Park, which are powerful in solving the business, marketing and quality tasks in completely different fields, such as finance, education, health food and cooking, HR, and many others. The tools of this package's solutions are a powerful assistant in drawing all diversity of Financial and Marketing infographics, Business process workflow diagrams, Organizational charts, Education infographics, Quality diagrams, Health food diagrams, HR flowcharts, as well as different graphics and charts, which depict the values of key business indicators, their dependencies, give the full understanding of a situation within a company and on the market.