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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 DIAGRAM 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 DIAGRAM

Use the Sales Flowcharts Solution for ConceptDraw DIAGRAM 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)

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