Products Solutions Samples Buy
✕
This site uses cookies. By continuing to browse the ConceptDraw site you are agreeing to our Use of Site Cookies.
Try ConceptDraw Free
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

Flowchart Components

Flowchart Components
The ConceptDraw Flowchart component includes a set of samples and templates. This geathered as flowchart maker toolbox which focused on drawing flowcharts of any industry standards.

Marketing and Sales Organization chart. Organization chart Example

The use of Organization Charts is very popular at the fields of marketing and sales. They help to depict in a visual form a lot of information about organization: the company's structure, relationships of positions within an organization in terms of authorities and responsibilities, and company's strategies. All Organizational Charts are constructed from the similar building blocks (rectangles and lines), this makes them easily for interpretation and understanding by all interested people inside and outside of this company, such as shareholders, employees, investors, distributors, suppliers, customers, etc. Organization Charts can be hand-drawn on the paper, however the preferable is to use a special software. ConceptDraw DIAGRAM diagramming and vector graphics software extended with useful Organizational Charts solution is ideal for easy representing information and data, and professional drawing Marketing and Sales Organization Chart with any depth of detailing. Organizational structure may differ during the company's development, you can design and compare the charts on each stage.

Sales Process Steps

Sales process engineering is a complex and labour-intensive process which requires a lot of time, efforts, and powerful software. We recommend to use the ConceptDraw DIAGRAM software enhanced with Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park. It gives the possibility to easy illustrate all sales process steps and their results.

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 DIAGRAM 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.

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.

Sales Steps

Helps to create professionally looking and detailed Sales Flowcharts with all sales steps visually represented on them. 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. 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.

How to Prepare Learning Presentations for Training

Interactive tool helps you find the appropriate response to social media mentions quickly.

event-driven process chain diagram, EPC diagram, process chain flowchart Event-driven Process Chain Diagrams

event-driven process chain diagram, EPC diagram, process chain flowchart
Event-Driven Process Chain Diagrams solution extends ConceptDraw DIAGRAM functionality with event driven process chain templates, samples of EPC engineering and modeling the business processes, and a vector shape library for drawing the EPC diagrams and EPC flowcharts of any complexity. It is one of EPC IT solutions that assist the marketing experts, business specialists, engineers, educators and researchers in resources planning and improving the business processes using the EPC flowchart or EPC diagram. Use the EPC solutions tools to construct the chain of events and functions, to illustrate the structure of a business process control flow, to describe people and tasks for execution the business processes, to identify the inefficient businesses processes and measures required to make them efficient.

Flowchart Marketing Process. Flowchart Examples

This sample shows the Flowchart that displays the layout and work flow of the cloud marketing platform. This diagram has a style of the marketing brochure. This style displays the central product that is related to the other issues. Using the ready-to-use predesigned objects, samples and templates from the Flowcharts Solution for ConceptDraw DIAGRAM you can create your own professional looking Flowchart Diagrams quick and easy.