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Sales Flowcharts

A person or an organization that expresses an interest in acquiring the previously offered item of value can be referred to as a potential buyer. They may be also referred to a prospective customer or simply a prospect. Such processes as selling and buying may be understood to be two sides of the same transaction.

Both sellers and buyers engage in a process of negotiation in order to consummate the exchange of values. The mentioned exchange process may be also called as a selling one. Having the implied rules as well as the identifiable stages. it may be implied that the selling process will proceed ethically and fairly. All the stages of selling and buying involve getting acquainted, determining whether the values to be exchanged are equivalent and assessing each party's need for the other's item of value.

Such terms as sales and marketing differ greatly. Nevertheless, they usually have the same goal. Selling is known to be the final stage in marketing. Marketing also includes such terms as promotion, place and product, pricing, etc. Any marketing department within some organization may have the goals of increasing the value and desirability to the customer. Marketers try to increase the number as well as the engagement of interactions between the organization and the potential customers.

Achieving the mentioned goal may involve the sales team using different promotional techniques: advertising, sales promotion, public relations, publicity, etc. At the same time, the processes within the "sales" term may be treated as the output of some larger system, not just as the output of one single department. Such larger system may include many functional areas within the same organization.

The Sales Flowcharts solution can be used while creating the sales and marketing-related drawings in the ConceptDraw DIAGRAM v12 diagramming and drawing software. It provides all the ConceptDraw DIAGRAM v12 users with a colourful as well as a comprehensive selection of sales themed symbols, flowchart icons and graphics allowing creating both informative and vivid sales process maps and workflow diagrams.

The Sales Flowcharts solution can be useful for everyone who is involved in the field of sales process management in order to display their sales results aesthetically and effectively.

There are 6 libraries containing 285 vector shapes in the Sales Flowcharts solution.

Design Elements — Sales Department

Design Elements — Sales Department

Design Elements — Sales Steps

Design Elements — Sales Steps

Design Elements — Sales Symbols

Design Elements — Sales Symbols

Design Elements — Sales Workflow

Design Elements — Sales Workflow

Design Elements — Sales Flowchart

Design Elements — Sales Flowchart

Design Elements — Sales Arrows

Design Elements — Sales Arrows


There are a few samples that you see on this page which were created in the ConceptDraw DIAGRAM v12 application by using the Sales Flowcharts solution. Some of the solution's capabilities as well as the professional results which you can achieve are all demonstrated here on this page.

All source documents are vector graphic documents which are always available for modifying, reviewing and/or converting to many different formats, such as MS PowerPoint, PDF file, MS Visio, and many other graphic ones from the ConceptDraw Solution Park or ConceptDraw STORE. The Sales Flowcharts solution is available to all ConceptDraw DIAGRAM v12 users to get installed and used while working in the ConceptDraw DIAGRAM v12 diagramming and drawing software.

Example 1: Business Feedback Loop

This diagram was created in ConceptDraw DIAGRAM v12 using the Sales Department and Sales Workflow libraries from the Sales Flowcharts solution. An experienced user spent 15 minutes creating this sample.

Use ConceptDraw DIAGRAM v12 to create an informative, visually engaging sales process flowchart. Bright shades, and chunky, stylized icons mean you can add an artistic element to your flowchart design.

Sales Process Flowchart

Example 2: Hotel Reservation System

This diagram was created in ConceptDraw DIAGRAM v12 using the Sales Workflow and Sales Steps libraries from the Sales Flowcharts solution. An experienced user spent 10 minutes creating this sample.

The scope of your design is completely up to you. Perhaps you need a flowchart that presents a wide overview of the sales process, or as in this sample, you need to depict a small, circular workflow. All options are available to you with the help of the Sales Flowcharts solution.

Sales Steps

Example 3: E Filing General Workflow

This diagram was created in ConceptDraw DIAGRAM v12 using the Sales Arrows and Sales Symbols library from the Sales Flowcharts solution. An experienced user spent 20 minutes creating this sample.

A slightly more complex diagram here, that uses a combination of text and graphics to convey the inputs and outputs of a court filing system. ConceptDraw DIAGRAM v12 allows you to create coherent, clear sales process flowcharts that are rich in information.

Sales Process Flowcharts

Example 4: Global Payment Solutions

This diagram was created in ConceptDraw DIAGRAM v12 using the Sales Arrows and Sales Symbols libraries from the Sales Flowcharts solution. An experienced user spent 15 minutes creating this sample.

The Sales Flowcharts solution is a great tool for anyone involved in sales process management. A user can show a workflow at multiple hierarchical levels across and entire business, on a single diagram, thanks to the wide array of graphics and templates at their disposal.

Sales Process Management

Example 5: Hunting and Fishing License Sales Flowchart

This diagram was created in ConceptDraw DIAGRAM v12 using the Sales Flowchart library from the Sales Flowcharts solution. An experienced user spent 20 minutes creating this sample.

You can't just cast your rod and fish where you please, you'll need one of the fishing licenses sold using the sales process shown in this sample. A sales flowchart can be useful for staff and customers alike, and couldn't be easier to create thanks to ConceptDraw DIAGRAM v12

Hunting and Fishing License Sales Flowchart


Sales Flowcharts Solution for macOS X

Sales Flowcharts Solution for Microsoft Windows

What I Need to Get Started

Both ConceptDraw DIAGRAM v12 diagramming and drawing software and the Sales Flowcharts solution can help creating the marketing and sales communication diagrams you need. The Sales Flowcharts solution can be found in the Marketing area of ConceptDraw STORE application that can be downloaded from this site. Make sure that both ConceptDraw DIAGRAM v12 and ConceptDraw STORE applications are installed on your computer before you get started.

How to install

After ConceptDraw STORE and ConceptDraw DIAGRAM v12 are downloaded and installed, you can install the Sales Flowcharts solution from the ConceptDraw STORE.

Sales Flowcharts Solution — Install

Start Using

To make sure that you are doing it all right, use the pre-designed symbols from the stencil libraries from the solution to make your drawings look smart and professional. Also, the pre-made examples from this solution can be used as drafts so your own drawings can be based on them. Using the samples, you can always change their structures, colors and data.

Sales Flowcharts Solution — Start using

Sales Process Flowcharting

Should a business or government agency need to visualize a solution model for a some aspect of their business, there is a good chance that resulting diagram will take the form of a flowchart. They are an invaluable tool when charting a sales process — they give you the opportunity to visualise and understand the process, and also serve to highlight any issues or bottlenecks that might occur throughout the workflow. As an example of how ubiquitously intertwined flowcharts are with business process, here are a number of synonyms that may also be used:

  • Flow chart
  • Process flowchart
  • Functional flowchart
  • Process map
  • Process chart
  • Functional process chart
  • Business process model
  • Process model
  • Process flow diagram
  • Work flow diagram
  • Business flow diagram

In its most basic form, a flowchart consists of a series of steps that act as a diagrammatic representation of a simple problem or process. Each step is represented graphically by a box — most commonly a square (representing processing steps or an activity), or a diamond (representing a decision). These boxes are linked by arrows, that indicate the direction of the workflow.

Sales Process Flowcharting

A flowchart doesn't so much represent the flow itself; rather, it focuses on the controls that govern the flow.

In practical terms, individual algorithms, workflows or processes can require a specific approach when designing, documenting or analyzing a flow chart. This has resulted in a widened selection of boxes and icons to cater for more niche controls and commands, and several flowchart variants stemming from the 'classical notation' style (the basic style outlined above). For instance, you can make a flowchart 'cross-functional', by introducing swimlanes that divide a process into organizational units. You also need to decide on your chart's perspective — is it from a managers, system analyst, or customer's point of view? A workflow diagram connects multiple processes, and allows you to define execution responsibility.

Flowcharts can be subdivided even further in accordance to what type of process they describe:

  • Decision
  • Logic
  • Systems
  • Product
  • Process
  • Program
  • Document
  • Data

The Sales Process

For most commercial organizations, the sales process is inherent to its existence and ability to create profit. Although each company will achieve this aim in its own way, the core selling process remains similar throughout — a potential buyer or prospective customer exchanges money with an organization in return for goods or services. Despite this rather simplistic definition, there exists huge scope as to which approach is taken. Indeed, it is not uncommon for the sales division to be the largest within a corporate structure, employing a team of salespeople, analysts, and the sales managers, who are in charge of sales division operations.

Sales operations is an umbrella term for all the processes and business activities that a key to running a sales division. The sales operation team is responsible for its smooth and efficient running, and to act as a liaison between other parts of company structure, such as IT, Legal, HR, Finance, or Marketing. There is a continual focus on sales process engineering, which is the analysis and refinement of a sales process in order to increase its efficiency or to identify problems within the workflow; other benefits might include the ability to standardize customer response into the form of a process, or as a platform to conduct buyer and seller risk management. A sales process itself is defined by strategy, sales targets, quotas, forecasting and demand; some theories also ascribe to a generic framework to build your process around — Rich, Spiro and Stanton identify 8 steps that make up a sales process in Management of a Sales Force (12th Ed. p. 66). They are as follows:

  • Prospecting/initial contact
  • Pre-approach — planning the sale
  • Identifying and cross questioning
  • Need assessment
  • Presentation
  • Meeting objections
  • Gaining commitment
  • Follow-up

The ideal method with which to represent these step-by-step processes is through the flowchart medium.

Charting The Flow

Charting The Flow

The practical applications of sales process flowcharts are numerous and wide ranging. At sales level, you might map the process of customer interaction, from first contact to sale. Or a system flowchart, that depicts the flow of actual physical elements or company resources. A program flowchart can be used to process map a software system for an online shop. For a manager, a sales process can generate key performance indicators, that allow senior management to discern the effectiveness of a process, and take corrective action if needed. The main aim is ongoing quality and margin improvement, process refinement and study of effectiveness. To take this concept even further, there are a number of 'doctrines' that some practitioners will apply to business process mapping.

Six Sigma is not only a set of tools and techniques to assist with your sales process diagrams, it is more like a doctrine for the whole company to follow. It shares the main ideals of process analysis and refinement, but adds focus on financial return, emphasis on strong leadership, and a rule to only ever make decisions based on verifiable data and statistical analysis. Following a similar pattern is ISO 9001, which represents a quality management system with a strict set of guidelines. Now adopted round the globe, it has become the de facto quality standard for business, and its application is routinely assessed by a third party. What both of these systems do is apply process mapping theory to every aspect of an organization; flowcharts provide the flexibility with which to do this.

As you can see, a simple premise like a sale process flowchart can culminate in an almost endless array of options and elements, not to mention the constant need for updating and refinement. Once again, ConceptDraw have produced a solution that allows you full freedom of expression when creating your sales flowcharts. The Sales Flowcharts solution for ConceptDraw DIAGRAM v12 provides you with six sizable vector stencil libraries, including the full set of classical flowchart notation symbols, as well as stylized pictograms and arrows that bring energy and color to your design. It is ideal for users of all experience levels — beginners are catered for with handy templates and lessons that help you get the most out of the solution. Leave no process unmapped with the Sales Flowcharts solution from ConceptDraw.