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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 Management

Sales process management is a business discipline which focuses on the development and practical application of various sales techniques, and on the management of sales operations of the company.

It is effective to use professional software for the sales process management. ConceptDraw DIAGRAM diagramming and vector drawing software extended with Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park is the best choice.

Sales Process

ConceptDraw DIAGRAM 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.

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

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 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.

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.
This flowchart example shows the lifecycle of an invoice in Microsoft Dynamics CRM. It was redesigned from the Wikimedia Commons file: Invoice lifecycle.svg. [commons.wikimedia.org/ wiki/ File:Invoice_ lifecycle.svg]
"Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors...
Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web services interfaces. Clients access Dynamics CRM either by using a Browser or by a thick client plug-in to Microsoft Outlook." [Microsoft Dynamics CRM. Wikipedia]
The process flowchart example "Invoice lifecycle" 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.
Lifecycle of an invoice in Microsoft Dynamics CRM
Lifecycle of an invoice in Microsoft Dynamics CRM , stop, single headed arrow, right arrow, semicircle arrow, sales orders, run, proforma invoice, products on sale, online order, merging arrows, invoice, information systems, empty shopping cart, direct mail, diagonal arrow, customer, man, man torso, accept,
Used Solutions

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.