Sales Flowcharts

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 Sales Flowchart Using ConceptDraw PRO

A Sales flowchart is a specialized type of flowchart. With the help of a sales flowchart you can visually describe tasks, documents, people responsible for execution at each stage of 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.The practical applications of sales process flowcharts are numerous and wide ranging. At sales level, you might map the process of customer interact

Land sales process flowchart

This flowchart example was created on the base of land sales process diagram from the Property management webpage of the VicRoads website.
[www.vicroads.vic.gov.au/ planning-and-projects/ property-services/ property-management]
"VicRoads or the Roads Corporation of Victoria is a statutory corporation which is the state road and traffic authority in the state of Victoria, Australia. It is responsible for maintenance and construction of the state arterial road network, as well as driver licensing and vehicle registration. VicRoads has broad responsibility for road safety policy and research. It is also responsible for regulating the accident towing industry in Victoria." [VicRoads. Wikipedia]
"Sales Process.
Once it has been established with the relevant VicRoads Regions/ Projects and other business areas that properties are identified as surplus to VicRoads’ operational needs, they are incorporated in the VicRoads annual sales program.
Following approval: relevant VicRoads Regional Manager and the VicRoads Chief Executive (and in some circumstances Minster for Public Transport and Roads) must approve all land deemed surplus and available for disposal.
The method of sale is then determined and consultant advice is sought:
(1) Planning.
(2) Valuer General Victoria (Valuer General’s office must provide a valuation for all sales).
(3) Government Land Monitor (Land Monitor approval is sought if the value exceeds $750,000).
(4) Environmental.
(5) Local Council." [www.vicroads.vic.gov.au/ planning-and-projects/ property-services/ property-management]
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.

Sales process chart

Used Solutions

Marketing >

Sales Flowcharts

Sales flowchart - Vector stencils library

The vector stencils library "Sales flowchart" contains 62 sales process flow chart symbols.
Use these flow chart icon set to draw your sales flowcharts, workflow diagrams and process charts with the ConceptDraw PRO diagramming and vector drawing software.
The sales process flowchart symbols library "Sales flowchart" is included in the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.

Annotation

Card

Check / audit (diamond)

Check / audit (square)

Collate

Comment / note symbol (brace)

Communication link

Compare (diamond)

Compare (square)

Completed form

Concurrency symbol (fork / join)

Conditional selector

Control transfer

Database

Data input / output

Decision

Decision indicator - No

Decision indicator - Yes

Delay

Direct access storage

Disk storage

Display

Divided process (table view)

Document

Entity (rounded)

Event

Extract

Flow line

Internal storage

Junction symbol

Lined document

Lined / shaded process

Loop limit

Manual file

Manual input

Manual operation

Merge

Multi document

Multi process

Off-page reference - arrow

Off-page reference - incoming

Off-page reference - outgoing

On-page reference/ Inspection point

Page

Paper tape

Predefined process

Prepare conditional

Process step

Reference point

Sequential access storage

Sort

Start (circle)

Start (ellipse)

Stickman pictogram

Stored data

Summary

Tagged document

Tagged process

Terminal point

Title block

Torso pictogram

Used Solutions

Marketing >

Sales Flowcharts

Design elements - Sales flowchart

The vector stencils library "Sales flowchart" contains 62 flow chart symbols.
Use it to design your sales flowcharts, workflow diagrams and process charts by the ConceptDraw PRO diagramming and vector drawing software.
"Flowcharts are used in designing and documenting simple processes or programs. Like other types of diagrams, they help visualize what is going on and thereby help understand a process, and perhaps also find flaws, bottlenecks, and other less-obvious features within it. There are many different types of flowcharts, and each type has its own repertoire of boxes and notational conventions. The two most common types of boxes in a flowchart are:
(1) a processing step, usually called activity, and denoted as a rectangular box,
(2) a decision, usually denoted as a diamond." [Flowchart. Wikipedia]
The shapes example "Design elements - Sales flowchart" is included in the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.

Flowchart symbols

Used Solutions

Marketing >

Sales Flowcharts

Hunting and fishing license sales flowchart

This example was created on the base of the hunting and fishing license sales flowchart from the COMPASS portal of the Department of Natural Resources, Maryland, U.S.
[compass.dnr.maryland.gov/ Help/ Topic/ ViewTopic/ ExecutingaSalesTransaction]
The COMPASS portal "allow you quick and easy access to hunting and fishing licenses, regulations and other important information about outdoor recreation in Maryland." [compass.dnr.maryland.gov/ DnrCompassPortal]
The example "Hunting and fishing license sales 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.

Sales flowchart

Used Solutions

Marketing >

Sales Flowcharts

HelpDesk

How to Create a Sales Dashboard Using ConceptDraw PRO

Visual dashboard is a valuable tool for any sales team. Sales dashboard allows you to view and monitor sales indicators that are important for manager and sales staff . It helps to use the timely and reliable information to improve the quality of sales performance and increase sales revenues. ConceptDraw Sales Dashboard solution is a tool for both: sales manager and sales team. It provides the visualization of key performance indicators that are critical to the entire sales organization. The custom sales dashboard displays the real-time information on sales performance KPIs with the help of intuitive and easy-to-understand diagrams and charts.

ConceptDraw Live Visual Dashboards

HelpDesk

How to Create a Cross - Functional Flowchart Using ConceptDraw PRO

Cross-functional flowcharts are used to visualize cross-functional processes. Cross-functional process is a process that involves multiple divisions, each of which makes its part of the entire company workflow. For example: product development, lead management , client orders processing – and other critical processes. All of them are important both for business and customers, but the workflow and responsibilities distribution within these processes are divided between multiple departments and services. Cross-functional processes cannot be depicted with simple workflow diagrams, because of the specific interactions between company departments. ConceptDraw PRO has released the specialized solution to create cross-functional diagrams. Cross Functional Flowcharts solution includes a special set of templates and libraries to depict the cross-functional processes.

HelpDesk

How to Use a Cross - Functional Flowcharts Solution

Cross-functional process is a process that involves multiple divisions, each of which makes its part of the entire company workflow. For example: product development, lead management , client orders processing – and other critical processes. Using a Cross-Functional flowchart is a clear way of showing each team member’s responsibilities and how processes get shared or transferred between different teams and departments.The Cross-Functional flowchart is a clear way to visualize the document flow in your organization. The ability to create Cross-functional diagrams is provided by the Cross-Functional Flowcharts solution.

Cross-Functional Flowchart

HelpDesk

How to Use ConceptDraw Sales Dashboard Solution

Tracking sales KPIs with ConceptDraw live sales dashboard

The interactive visual dashboard is a valuable tool for any sales team. Sales dashboard allows you to view and monitor sales indicators that are important for manager and sales staff . It helps to use the timely and reliable information to improve the quality of sales performance and increase sales revenues. ConceptDraw Sales Dashboard solution is a tool for both: sales manager and sales team. It provides the visualization of key performance indicators that are critical to the entire sales organization. The custom sales dashboard displays the real-time information on sales performance KPIs with the help of intuitive and easy-to-understand diagrams and charts. Sales Dashboard helps the entire team see where they are, and what needs to be done. With ConceptDraw PRO you can easily create a visual Sales Dashboard using Live Objects Technology.

ConceptDraw Live Visual Dashboards

Lead to opportunity sales flow

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