Sales Process Flowchart Examples

A sales process is a template for achieving sales objectives and replicating a desired level of performance by sales reps.

Sales process flowchart examples. The example land sales process flowchart 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. The sales process flowchart most often refers to a repetitive series of steps that the sales team follows the moment that they identify a lead until the moment they close the sale. Today especially when it comes to b2b sales the sales process is advisory and focused on helping the customer realize the value of their company s solution to solve a problem need or desire for it. This includes the processes enclosed in boxes and the flow of processes represented by arrows showing the sequence of the sales flow from the client or customer to the service provider.

It lays out a repeatable series of steps a salesperson takes to turn an early stage lead into a new customer. For example a rectangle that has a curved bottom shows that the document is in paper format. With this easily customizable template users can represent any existing sales management flowchart. Also a sales flowchart may use symbols showing the kind of media that the data is stored.

Sales flowcharts generally contain a list of the processes involved in a sales transaction. On the other hand a cylinder symbolizes the medium of storage to be in a computer hard drive. Identification of the lead. Importance of a sales flowchart.

A versatile cross platform mind mapping tool. A sample of sales management flowchart created with edraw is provided here for your reference. Sales process flowchart steps. Sales process flowchart while a checklist or column arrangement can work well for simple sales transactions more complex sales can t always be managed with a step by step chronological process.

Think of it as a decision tree for managing your sales leads along each phase of the buyer s journey. To determine the right actions to take when a prospect accepts an offer or states an objection sales teams use a process flowchart. Sales every for profit organization dominates some specific sales process. If each customer decision can spur different paths for your sales rep to take a flowchart might be a more appropriate method to visualize your sales process.

The sales process flowchart outlines best practices for next steps.