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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
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, 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.

workflow diagram software, workflow patterns Workflow Diagrams

workflow diagram software, workflow patterns
Workflow Diagrams solution extends ConceptDraw DIAGRAM software with samples, templates and vector stencils library for drawing the work process flowcharts.

Work Flow Diagram

ConceptDraw DIAGRAM diagramming and vector drawing software offers the Workflow Diagrams solution from the Business Processes area of ConceptDraw Solution Park with powerful tools to help you draw any Work Flow Diagram fast and easy.

Communication Diagram UML2.0 / Collaboration UML1.x

UML Communication diagramming software with rich examples and template. ConceptDraw is ideal for software designers and software developers who need to draw UML Communication Diagrams.

Sequence Diagram Tool

ConceptDraw DIAGRAM diagramming and vector drawing software as a sequence diagram tool provides the Rapid UML Solution from the Software Development Area that contains the UML Sequence library.

ConceptDraw DIAGRAM Comparison with Omnigraffle Professional and MS Visio

ConceptDraw DIAGRAM Presentation
ConceptDraw DIAGRAM comparison with Omnigraffle Professional and MS Visio shows you the significant benefits of ConceptDraw DIAGRAM , which offers varied useful drawing tools, the capability of creation multi-page documents, wide export / import capabilities in graphics formats, integration with Visio and Microsoft Office applications, availability of built-in scripting language and ConceptDraw Solution Park with numerous solutions, vector objects libraries, templates and samples. Business today is conducted with incredible rate and dynamic presentations become very popular. Sometimes while conducting the business, may happen that you can't describe some situation, state, or process with only words. In these cases, it is convenient to include graphics and diagrams associated with the text. This guarantees successful communication with other stakeholders and team members, and faultless understanding the information by them. The combination of words and graphics is an ideal combination, it improves the clarity and removes any doubt. ConceptDraw DIAGRAM helps you easily create any kinds of diagrams and dynamic presentations too.

collaboration, diagram Collaboration Area

collaboration, diagram
The solutions from Collaboration area of ConceptDraw Solution Park extend ConceptDraw DIAGRAM and ConceptDraw MINDMAP software with features, samples, templates and vector stencils libraries for drawing diagrams and mindmaps useful for collaboration.

Agile Methodology

Agile methodology is an excellent alternative to waterfall and traditional sequential development. ConceptDraw DIAGRAM software extended with SCRUM Workflow solution is ideal for quick and easy designing various diagrams, charts, mind maps and schematics illustrating software development using Agile methodologies, and in particular Scrum methodology.