Sales Process Flow Chart



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How to make a professional Sales Process Flow Chart? Download this Sales Process Flow Chart Sales template now!

Great sales efforts can make a business! However, the opposite is also true. Therefore, it's important to take your sales seriously right from the start. Certainly, have a look at this Sales Process Flow Chart. This sales template will capture your audience's attention. 

Sales Process Flow Chart Developing ‘Suspects’ Sales Manager (SM) Makes Status Check Phone Calls Quarterly to Selected Customers Monthly to Small Distributors Weekly to Large Distributors Marketing Prepares Business Development Campaigns: Advertising Press Releases Trade Shows Direct Communication User Conferences Significant Items Recorded in Goldmine SM Visits to Distributors: (Quarterly- large distributors semi-annually – small distributors) Review Forecast Review Key Prospects Joint Customer Visits Blue Sheet Review Review sales / marcoms needs Provide sales training Significant Items Recorded in Goldmine Application Engineer (AE) Visits to Distributors (as agreed with SM): Joint Customer Visits Provide Technical Training Customer Responses: Bingo Cards Email Phone Call Business Card Marketing Provides Distributors with Mailshot Cold Call Materials SalesAdmin: Log Info in Goldmine Advise SM Respond to Customer: Literature Email Phone call Customer Interest from: Marketing Campaign Distributor Contacts SE Phone Calls Product Support Contacts Prior Contact with Company Developing Prospects Sales Admin: Logs Info in Goldmine Advises SM Engineering Review Possible phone call to or visit with customer Provide advice to SM SM Qualifies the Prospect (via direct phone or via distributor) Prospect’s business Buying concept Application Budget Timing Buying influences Product needs Non-standard requirements (Non-standard requirements opportunities £250k referred to Engineering) Info Logged in Goldmine Info Logged In Goldmine Info Logged in Goldmine AE May Telephone Customer To discuss technical issues Resolve open issues Advise the SM SM May Visit Customer (if opportunity is large or strategic) To build the Relationship Continue the Qualification Process AE May Visit Customer (as requested by SM to qualify the customer technically): Discuss application Contact buying influences Discuss product performance Present Sp irent solution Differentiate Spirent Overcome technical

How do I make a flowchart in Microsoft Word? 

A flowchart can be used to:

  • Document an existing process;
  • Design an “ideal” process;
  • Determine whether the steps in a process are logical;
  • Identify bottlenecks and unnecessary complexity;
  • Uncover duplication of effort;
  • Identify opportunities to improve the process.

When you are creating a flowchart for a process, consider the following:

  1. Plan a gathering with all the stakeholders who are involved in the process you want to flowchart.
  2. Put a few larger (A3) sheets of paper on the wall.
  3. Select the basic type of flow chart format.
  4. Decide the start, point of beginning, and the endpoints of the process (What inputs deliverables, what is the outcome produced by the process?).
  5. Use post-it (sticky notes) to label the various steps in the process that you can place on the diagonal to label decisions.
  6. Begin by writing one step or decision at a time and placing it on the wall. Keep going until you have completed the steps in the process.
  7. Use a marker or arrow flag to indicate the direction the process flows.
  8. Discuss the activities in the process:
    • Did flowcharting help to clarify orders, steps, and roles? 
    • Could changes improve the process and output?
    • Any bottlenecks or problems that need improving?
    • Are there other processes we want to flowchart?
  9. Validate the completed flowchart with the user(s).
  10. Draw a final, polished version of your flowchart, either by hand or using available software drawing tools. Here are some hints:
  • Keep symbols the same distance from each other.
  • Make notations simple, concise, and clear.
  • Avoid crossing flow lines whenever possible.
  • Have two flow lines coming out of decision symbols. 

For those who work in Sales, it's important that they always work with the latest updated sales templates in order to grow the business faster! Therefore we invite you to check out and download our basic or advanced sales templates. They are intuitive and in several kinds of formats, such as PDF, WORD, XLS (EXCEL including formulas and can calculate sums automatically), etc. 


Using this Sales Process Flow Chart template guarantees that you will save time and effort and enables you to grow the business faster! After downloading and filling in the blanks, you can easily customize e.g. visuals, typography, details, and appearance of your Sales Process Flow Chart.


Download this Sales Process Flow Chart template now.





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