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 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.
Sales Dashboard
Sales Dashboard solution extends ConceptDraw DIAGRAM software with templates, samples and library of vector stencils for drawing the visual dashboards of sale metrics and key performance indicators (KPI).
Business diagrams & Org Charts with ConceptDraw DIAGRAM
The business diagrams are in great demand, they describe the business processes, business tasks and activities which are executed to achieve specific organizational and business goals, increase productivity, reduce costs and errors. They let research and better understand the business processes. ConceptDraw DIAGRAM is a powerful professional cross-platform business graphics and business flowcharting tool which contains hundreds of built-in collections of task-specific vector stencils and templates. They will help you to visualize and structure information, create various Business flowcharts, maps and diagrams with minimal efforts, and add them to your documents and presentations to make them successful. Among them are Data flow diagrams, Organization charts, Business process workflow diagrams, Audit flowcharts, Cause and Effect diagrams, IDEF business process diagrams, Cross-functional flowcharts, PERT charts, Timeline diagrams, Calendars, Marketing diagrams, Pyramids, Target diagrams, Venn diagrams, Comparison charts, Analysis charts, Dashboards, and many more. Being a cross-platform application, ConceptDraw DIAGRAM is very secure, handy, free of bloatware and one of the best alternatives to Visio for Mac users.- Lead to opportunity sales flow | Software Presales
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