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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
Presales process flowchart, u shaped arrow, stop, sales, proforma invoice, opportunities, moving up arrow, leads, lead, fat arrow, contacts, arrow fork, accounting software,
Used Solutions

Sales Process Map

You need create a Sales Process Map? Use the ConceptDraw DIAGRAM software which is ideal for the sales process management, marketing and engineering thanks to the powerful Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.

sales process map, sales process flowchart, sales steps, sales process management Sales Flowcharts

sales process map, sales process flowchart, sales steps, sales process management
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.
This example shows 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]
"Does your lead have what you're looking for - and vice versa? Once you've identified the timeframe, budget, purchase process, and decision makers for the sale, it's time to qualify your lead. Qualifying a lead in Microsoft Dynamics CRM converts it to an opportunity.
Ideally, your leads or prospects should have a need that you can provide a solution for, and have the budget and influence necessary for making the purchasing decision. In addition, you should be able to provide their solution within the timeframe they need it." [microsoft.com/ en-us/ dynamics/ crm-customer-center/ qualify-a-lead-and-convert-it-to-an-opportunity.aspx]
The example "Workflow - Lead to Opportunity" 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 workflow diagram
Sales workflow diagram, turn right arrow, suppliers, stop, split arrow, receiving, prospects, information systems, employee, contacts, chevron arrow, cellphone caller, accounts,
Used Solutions

sales funnel, funnel, business funnel, funnel chart, funnel diagram, funnel management, lead funnel, marketing and sales funnel, marketing sales funnel, sales funnel examples, sales funnel stages Funnel Diagrams

sales funnel, funnel, business funnel, funnel chart, funnel diagram, funnel management, lead funnel, marketing and sales funnel, marketing sales funnel, sales funnel examples, sales funnel stages
Funnel Diagrams solution including wide range of funnel diagram samples, sales funnel examples, and vector design elements, makes the ConceptDraw DIAGRAM ideal for funnel management and creation the Funnel Diagrams of different types and designs, AIDA Model, AIDAS, ACCA Dagmar, Rossiter-Percy Model, Sales funnel, Marketing funnel, Search funnel, Brand funnel, Purchase funnel, Lead funnel, Conversion funnel, Business funnel, etc. You are free to choose to place your funnel object horizontally or vertically, you can use the objects with desired quantity of sales funnel stages, as well as to modify their size, color filling, and other parameters to make exceptionally looking Funnel diagrams fully responding to your desires.
This funnel diagram sample shows 9 stages of lead generation funnel: Awareness and Friend, All Names, Engaged, Target or Prospects, Marketing Qualified Lead, Recycled, Sales Qualified Lead, Opportunity, Customer.
"Generating leads is one of the most critical steps in sales and marketing for this is where businesses get their precious pool of prospects that can eventually become paying customers. Lead generation however involves a careful process that if done right can deliver a huge ROI at the fastest possible time. This process undergo what marketers call a Lead Generation Funnel.
Understanding the process and stages behind a lead generation funnel is critical for marketers to successfully move names and contacts gathered through their marketing efforts and turning them into customers." [digitalmarketingphilippines.com/ lead-generation-funnel-what-is-it-and-how-does-it-work/ ]
The funnel diagram example "Lead generation funnel" was designed using ConceptDraw PRO software extended with Funnel Diagrams solution from Marketing area of ConceptDraw Solution Park.
Marketing diagram
Marketing diagram, vertical funnel, number two, number three, number six, number seven, number one, number nine, number four, number five, number eight, line callout, arrow down, arc arrow,
Used Solutions

SWOT Matrix Template

SWOT analysis is a structured planning method, which lets define the objective of the business, internal and external factors favorable or unfavorable for achieving this objective, represent Strengths, Weaknesses, Opportunities, and Threats on the SWOT Matrix. SWOT analysis can be conducted for an industry, company, product, place, or person. It lets to choose the best path for development of an organization, helps to avoid dangers, gives opportunity to establish relationship between the potential of an organization and the problems, lets to assess the values of profitability and compare them with performance of competitors, gives the possibility to expand and enhance the competitive advantages. SWOT and TOWS Matrix Diagrams solution included to ConceptDraw Solution Park contains wide variety of SWOT and TOWS matrix diagrams examples and samples, and also specially developed templates. Each SWOT template have great value in easy and quick drawing of SWOT matrices and diagrams in ConceptDraw DIAGRAM diagramming and vector drawing software for Mac OSX and Windows.
The vector stencils library "Sales workflow" contains 39 sales workflow symbols.
Use these sales icon set to draw your sales flowcharts, workflow diagrams and process charts with the ConceptDraw PRO diagramming and vector drawing software.
The sales pictograms library "Sales workflow" is included in the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.
Accounting software
Accounting software, accounting software,
Accounts
Accounts, accounts,
Activities
Activities, activities,
ATM
ATM, ATM,
Call-taker, man
Call-taker, man, call taker, man,
Call-taker, woman
Call-taker, woman, call taker, woman,
Cash register
Cash register, cash register,
Contacts
Contacts, contacts,
Credit card transactions
Credit card transactions, credit card transactions,
Dealer
Dealer, dealer,
Direct mail
Direct mail, direct mail,
Dispatcher, man
Dispatcher, man, dispatcher, man,
Dispatcher, woman
Dispatcher, woman, dispatcher, woman,
Distribution point
Distribution point, distribution point,
Electronic mall
Electronic mall, electronic mall,
Invoice
Invoice, invoice,
Landing page
Landing page, landing page,
Lead
Lead, lead,
Lead conversion
Lead conversion, lead conversion, lead,
Leads
Leads, leads,
New products
New products, new products,
Nurturing
Nurturing, nurturing,
Online bank
Online bank, online bank,
Online order
Online order, online order,
Online payment
Online payment, online payment,
Products on sale
Products on sale, products on sale,
Product database
Product database, product database,
Product
Product, product,
Opportunities
Opportunities, opportunities,
Prospects
Prospects, prospects,
Proforma invoice
Proforma invoice, proforma invoice,
Sales
Sales, sales, leads,
Sales funnel
Sales funnel, sales funnel,
Sales manager, man
Sales manager, man, sales manager, man,
Sales manager, woman
Sales manager, woman, sales manager, woman,
Sales orders
Sales orders, sales orders,
Sales representative
Sales representative, sales representative,
Shipping provider
Shipping provider, shipping provider,
Social profile
Social profile, social profile,
Used Solutions

Sales Process Flowchart. Flowchart Examples

Sales Process Flowchart is an invaluable tool for business. It gives you opportunity to visualise and better understand the sales process, reveal and also visually highlight issues or bottlenecks, and predict the number of sales. The Flowchart is ideal method to represent in details all steps of the process, tasks and decisions needed to obtain maximum effectiveness and success. The steps are graphically represented by boxes linked with arrows indicating direction of the workflow, decision is shown by diamond. The sales process is closely linked to the company's success and usually includes the following main steps: Product knowledge, Prospecting, Planning the sale (Pre-approach), Approach, Need assessment, Presentation, Meeting objections, Gaining commitment, Follow-up. Create fast and easy your own Flowcharts of sales business processes using the ConceptDraw DIAGRAM ector graphic software extended with Cross-Functional Flowcharts solution from Business Processes area and also Sales Flowcharts solution from Marketing area of ConceptDraw Solution Park.