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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.

Sales Process Flowchart Symbols

The most easier way of creating the visually engaging and informative Sales Process Flowchart is to create the new ConceptDraw document and to use the predesigned vector symbols offered in 6 libraries of the Sales Flowchart Solution. There are more than six types of sales process flow diagrams, ConceptDraw DIAGRAM software is flowchart maker which include six collections of extended flowchart symbols for effective diagramming. There are main collections of color coded flowchart symbols: Sales Department, Sales Steps, Sales Workflow, Sales Symbols and special set of Sales Arrows and Sales Flowchart.
"Root cause analysis (RCA) is a method of problem solving that tries to identify the root causes of faults or problems. ...
RCA (in steps 3, 4 and 5) forms the most critical part of successful corrective action, because it directs the corrective action at the true root cause of the problem. Knowing the root cause is secondary to the goal of prevention, but without knowing the root cause, it is not possible to determine what an effective corrective action for the defined problem would be. ...
3. Ask "why" and identify the causes associated with each step in the sequence towards the defined problem or event. "Why" is taken to mean "What were the factors that directly resulted in the effect?"
4. Classify causes into causal factors that relate to an event in the sequence and root causes, that if eliminated, can be agreed to have interrupted that step of the sequence chain.
5. Identify all other harmful factors that have equal or better claim to be called "root causes." If there are multiple root causes, which is often the case, reveal those clearly for later optimum selection." [Root cause analysis. Wikipedia]
This root cause analysis (RCA) tree diagram example "Sale problem solution" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Seven Management and Planning Tools solution from the Management area of ConceptDraw Solution Park.
RCA diagram
RCA diagram, root cause, problem, cause,
Used Solutions
"A broker is an individual or party (brokerage firm) that arranges transactions between a buyer and a seller for a commission when the deal is executed. A broker who also acts as a seller or as a buyer becomes a principal party to the deal. Distinguish agent - one who acts on behalf of a principal. ...
In general a broker is an independent agent used extensively in some industries. A broker's prime responsibility is to bring sellers and buyers together and thus a broker is the third-person facilitator between a buyer and a seller. An example would be a real estate broker who facilitates the sale of a property.
Brokers also can furnish market information regarding prices, products, and market conditions. Brokers may represent either the seller (90% of the time) or the buyer (10%) but not both at the same time. An example would be a stockbroker, who makes the sale or purchase of securities on behalf of his client. Brokers play a huge role in the sale of stocks, bonds, and other financial services." [Broker. Wikipedia]
The UML composite structure diagram example "Sale process" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Rapid UML solution from the Software Development area of ConceptDraw Solution Park.
UML composite structure diagram
UML composite structure diagram, part, collaboration,
Used Solutions

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.
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How to Create a Sales Flowchart

How to Create a Sales Flowchart
A Sales flowchart is a specialized type of flowchart. With the help of a sales flowchart, you can visually describe tasks, documents, people responsible for execution at each stage of the sales process. For most commercial organizations, the sales process is inherent to its existence and ability to create profit. Although each company will achieve this aim in its own way, the core selling process remains similar throughout — a potential buyer or prospective customer exchanges money with an organization in return for goods or services. Despite this rather simplistic definition, there exists a huge scope as to which approach is taken. Indeed, it is not uncommon for the sales division to be the largest within a corporate structure, employing a team of salespeople, analysts, and the sales managers, who are in charge of sales division operations. The practical applications of sales process flowcharts are numerous and wide-ranging. At sales level, you might map the process of customer interact

sales dashboard, sales metrics Sales Dashboard

sales dashboard, sales metrics
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).

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.

Root Cause Analysis

The Seven Management and Planning Tools is a tool for Root Cause Analysis Tree Diagram drawing. This diagram is for Root Cause Analysis. Analyze the root causes for factors that influenced the problem. This diagram is constructed separately for each highly prioritized factor. The goal of this is to find the root causes for the factor and list possible corrective action.

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.

CORRECTIVE ACTIONS PLANNING. Involvement Matrix

The Involvement Matrix can identify the distribution of responsibilities and identify roles in a group or team. Use the Involvement Matrix to specify roles and responsibilities of actions in problem solving. ConceptDraw Office suite is a software for corrective actions planning.
7MP Tools
7MP Tools

PROBLEM ANALYSIS. Prioritization Matrix

ConceptDraw OFFICE suite is a software for Prioritization Matrix diagram making. This diagram ranks the drivers’ factors to determine priority. It identifies the factors of the first priority for analysis of possible corrective actions. It assesses the weight of each factor for each criterion and specifies it in the Prioritization Matrix. The total sum of weights for a factor’s criteria indicates its priority.
7MP Tools
7MP Tools

Sales Growth. Bar Graphs Example

This sample was created in ConceptDraw DIAGRAM diagramming and vector drawing software using the Bar Graphs Solution from Graphs and Charts area of ConceptDraw Solution Park. It is Bar Graphs example, Sales Growth example, Column Chart Example - Sales Report.

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.