Sales Steps

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 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 Steps

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:

  • Sales Arrows
  • Sales Department
  • Sales Flowchart
  • Sales Steps
  • Sales Symbols
  • Sales Workflows

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

    How to Make Process Flow Chart

  • Place objects in needed position

    How to Make Process Flow Chart

  • Open Sales arrows library, drag and drop Circular motion arrows object
  • Add needed quantity of segments using object menu

    How to Make Process Flow Chart

  • 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

    How to Make Process Flow Chart

  • Open Object Filling Inspector from Ribbon

    How to Make Process Flow Chart

  • Change arrows color
    Note: You may use standard pallet or use a custom one

    How to Make Process Flow Chart

  • Open line inspector, switch off the Stroke

    How to Make Process Flow Chart

  • Add International division and Nurturing objects
  • Align these objects

    How to Make Process Flow Chart

  • Group all objects for convenient usage

    How to Make Process Flow Chart

  • Add more objects
  • Arrange and change sizes

    How to Make Process Flow Chart

  • Turn on size boxes
    Note: Size will be shown for selected object in units of document

    How to Make Process Flow Chart

  • 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

    How to Make Process Flow Chart

  • Open Inspectors - Text
  • Set the needed font, size and color. All the next textboxes will have these atributes

    How to Make Process Flow Chart

  • Fill the needed text

    How to Make Process Flow Chart

  • Use Ellipse tool located on ribbon
  • Draw a circle on top of all objects
    Note: to draw a proper circle, hold a Shift button

    How to Make Process Flow Chart

  • Change color of circle

    How to Make Process Flow Chart

  • Add names to top objects
  • Add more objects
  • Flip horizontally one of the figures

    How to Make Process Flow Chart

  • Open Instectors - Layer
  • Set another level as "work"

    How to Make Process Flow Chart

  • Add a rectange equal the page size using Restangle tool on the ribbon

    How to Make Process Flow Chart

  • Bring to the back this rectangle using the tool on ribbon

    How to Make Process Flow Chart

  • Change its color
  • Set the first level as "work"
  • Lock the second level from edition

    How to Make Process Flow Chart

  • Change filling for some objects
  • Open Inspectors - Text - Change text color

    How to Make Process Flow Chart

  • 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

    How to Make Process Flow Chart

  • Add few more flowchat steps

    How to Make Process Flow Chart

  • Add new objects and arrows
  • Open Page Inspector
  • Change the name of page by double click on it

    How to Make Process Flow Chart

  • Save the document

    How to Make Process Flow Chart

  • Export it to PDF

    How to Make Process Flow Chart

  • Open file in PDF reader program!

    How to Make Process Flow Chart

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 PRO v10.

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.



Video. Steps to Creating a Sales Process Flow Chart (2min 05sec)

Related Solution:

FIVE RELATED HOW TO's:

Interior Design Storage and Distribution - Design Elements

Talking about interior design, we usually mean apartments, houses or establishments. But there’s much more to this, for instance, interiors in warehouses, storage and distribution departments and machine shops also require designing. You can find all the necessary design elements such as cranes and forklifts in Plant Layout Plans solution ConceptDraw Solution Park. This picture represents content of the Storage and Distribution library, providing the collection of vector images designed to plan layouts of industrial storage facilities (warehouses). Warehouse is a premises and equipment intended for the reception, distribution and storage of products manufactured at the plant, as well as to preparation the product for shipment to the consumer. This vector images library is supplied with ConceptDraw Plant Layout Plans solution. it will help to industrial architects and planners to design plans for industrial storage and shipping facilities.Interior Design software. Design elements of storage and distribution plant layout plans.
Picture: Interior Design Storage and Distribution - Design Elements
Related Solution:

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.Sales Process
Picture: Sales Process
Related Solution:

Pyramid Diagram

The DIKW Pyramid refers loosely to a class of models for representing purported structural and/or functional relationships between data, information, knowledge, and wisdom.Pyramid Diagrams. DIKW hierarchy 3d pyramid
Picture: Pyramid Diagram
Related Solutions:

Basic Flowchart Symbols and Meaning

While creating flowcharts and process flow diagrams, you should use special objects to define different statements, so anyone aware of flowcharts can get your scheme right. There is a short and an extended list of basic flowchart symbols and their meaning. Basic flowchart symbols include terminator objects, rectangles for describing steps of a process, diamonds representing appearing conditions and questions and parallelograms to show incoming data. This diagram gives a general review of the standard symbols that are used when creating flowcharts and process flow diagrams. The practice of using a set of standard flowchart symbols was admitted in order to make flowcharts and other process flow diagrams created by any person properly understandable by other people. The flowchart symbols depict different kinds of actions and phases in a process. The sequence of the actions, and the relationships between them are shown by special lines and arrows. There are a large number of flowchart symbols. Which of them can be used in the particular diagram depends on its type. For instance, some symbols used in data flow diagrams usually are not used in the process flowcharts. Business process system use exactly these flowchart symbols.Flowchart Symbols and Meaning, workflow diagram symbols, process flow diagram symbols
Picture: Basic Flowchart Symbols and Meaning
Related Solution:

The Sales Process

The Sales Process is a complex approach for selling a product or service which assumes many steps including the sales planning, realization of the sales marketing and management strategies, sales process analysis, etc. Now we have a ConceptDraw PRO software extended with unique Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park which ideally suits for the planning and realization the company's sales process.The Sales Process
Picture: The Sales Process
Related Solution:
1 Diagram Software
Professional business graphics tool for drawing schemes, diagrams and illustrating business documentation
1 Mind Map Software
Excellent tool for Mind Mapping, Planning, Brainstorming, and Building Processes
1 Project Management Software
The full complement of features needed to successfully plan and execute projects, including task and resource management, reporting, and change control