A clear sales process flowchart can be the game-changer your business needs. It not only visualizes each step of your sales journey but also reveals hidden bottlenecks and inefficiencies. With the right flowchart in place, your team can improve performance, boost revenue, and enhance ROI.
In this blog, we’ll show you how to create a powerful sales process flowchart and use it to streamline operations, drive results, and close deals faster.
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What is a Sales Process Flowchart?
A sales process flowchart illustrates the steps of a sales process, beginning with creating a customer persona and lead generation, and concluding with onboarding a customer.
It outlines every step a seller must take to ensure a satisfactory customer onboarding experience, and it also helps increase the likelihood of closing a deal.
As the sales process becomes more complex, you can subdivide the sales flowchart into actionable actions, objection handling, negotiations, and other key steps, depending on your specific sales process.
Why is a Sales Flowchart Important?
Using a sales process flowchart can be a terrific idea for boosting your financial success. A well-designed example is a fantastic way to communicate, allowing you to improve your forthcoming sales by visually illustrating the processes in your sales process, as this template demonstrates.
It's important to incorporate sales process flowcharts into any business because they increase the overall efficiency of the entire team, but it can also help to guarantee that everyone understands their position in it.
Flowcharts are useful tools for quickly and easily outlining the required steps needed to execute a sale, making them extremely valuable for enhancing sales efficiency and effectiveness.
Knowing where sales representatives are in their journey through your sales cycle is the first step in understanding and utilizing their data to benefit the business. By using a visual indicator, such as a sales flowchart, to illustrate how they operate, you can learn by example, which may require further training to improve any ineffective practices they may be employing.
That's why, as a manager of employees at your company, it's essential to utilize the process flowchart we recommended previously, given its ability to communicate not only what each step is but also how they relate to one another.
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Steps to Create a Sales Process Flowchart
Follow the following steps when creating your sales process flowchart for business success:
Step 1: Define the Sales Process in your Business
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In this step, define what your sales process will look like. How many steps does your sales process have? How will you generate leads, etc.?
And based on your sales process, what is the objective of every step in the sales process, and the functionalities of your sales team?
Step 2: List Down All the Stages of Sales in Your Business
First things first, for creating a sales flowchart – list down all the steps in your sales process, like;
- How will you be generating leads?
- What content will you be engaging the customers with?
- Number of engagements for onboarding the customers
- What steps to take based on their industry, demographics, etc
- What email to send at every step of the process, and what objections?
Basically, define the whole sales funnel of your business.
Step 3: Ask Your Sales Reps for Their Sales Process
As a sales leader in the company, you should have the other members of your team map out their own processes or use technology that can uncover them for you. One may discover key things they do to be successful that can help everyone else.
For example, if you have one member in particular who excels at closing deals but doesn’t share their approach with others, show them that diagram and see if any of it applies to your entire sales team.
Step 4: Create Sales Process Flowchart Templates
You can create a sales process flowchart to help you visualize your sales process, refine your sales process, and, in the end, boost your revenue. Many people tend to think they know their sales process, but when they start drawing it out, they realize they don't have a clear view or a good understanding of it.
The sales process flowchart can help you and your team gain a clear understanding of your sales process, serving as a step-by-step guide to improve your sales approach and increase deal closings. The sales process flowchart helps keep everyone on the same page when it comes to closing deals and ensuring that your sales process is effective.
Step 5: Measure the Outcome of Your Sales Process
Sales Process Flowcharts are and will continue to be an essential element to marketing as well as other elements of your business. It is easily one of the most important factors!
Whenever you create something new, it’s essential to measure how well your team is performing in terms of sales. For example, consider monitoring the flow of leads through different stages of qualification or customer service engagements.
You will want to monitor the amount of time it takes for your leads, sales, or customers to progress through the different stages of qualification, as well as how reps respond to customer requests and questions within service engagements.
Step 6: Add More Details to the Flowchart as Required
After examining the sales process flowchart, your objective is to identify opportunities for improvement. Ideally, you’ll want to start with something simple that outlines what’s happening as a customer takes their first step into the cycle of your business.
It’s important to add more details over time as you learn more about how each employee can strengthen their skills. You’ll want to continue building the foundation of a solid sales process by drawing attention to ways that you can improve customer interactions and satisfaction while also maximizing revenue growth.
Step 7: Leverage the Right Sales Technology to Top your Sales Funnel
Using the right technology to communicate with your team is super important. Sometimes the best intentions in the world are not backed up by the right tools. And vice versa, you could have the right tool, but without knowing how to use it effectively, it can yield a lot more mileage when communicating with your team in a different way.
Technology can simplify breaking down your sales process and sharing relevant content for each step with your audience. You'd better enable your sales reps this way by using tools that deliver an immediate benefit while they do their job - at least if they know how to use them efficiently!
Promptly supply useful information like product collateral and training, as well as helpful blog posts, case studies, battle cards, and any other helpful content that you think will help move things along!
Convin improves your sales process and closes more deals.
This blog is just the start.
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Common Mistakes While Designing the Sales Funnel
A sales process flowchart is a highly useful tool that can be utilized in various ways, depending on the specific sales strategy an organization is pursuing.
However, suppose a sales process flow chart isn't used correctly or has been set up with the intention of improving sales performance from the outset. In that case, it can have a significantly negative impact on the entire sales department, ultimately undermining its effectiveness.
Here are a few mistakes to avoid:
- First, ensure that you include a high-level overview rather than focusing on minor details.
- You should also include a funnel and explain how you plan to utilize different channels and sales funnel software to reach your audience.
- Ensure that you clearly define the purpose and objectives of your sales cycle flowchart, as well as its limitations.
- You should also include a list of your employees and their roles in the sales cycle, as well as how they interact with the prospect.
- Finally, be sure to include your sales cycle automation strategy, the platform's use, and how your company will benefit from utilizing it.
And remember, a sales cycle flowchart is the skeleton of your sales process, and you wouldn’t want to skip important parts of the skeleton, right?
Parting words
Sales process flowcharts save time, minimize errors, and help you determine if the process is working for you.
Key Takeaways: Sales Process Flowchart
- A sales process flowchart maps out each stage of your sales cycle, from lead generation to closing.
- It improves clarity, reveals inefficiencies, and helps boost team performance and revenue.
- Steps to build one: define your process, list stages, gather representative input, create the flowchart, measure outcomes, refine it, and utilize the right technology.
- Avoid common mistakes, such as missing the big picture, unclear objectives, or skipping automation.
- Convin helps streamline the flow with AI insights, real-time coaching, and sales enablement tools.
With the help of a sales process flowchart, you can boost your sales productivity. A flowchart is a diagram that represents all the steps involved in achieving your goals. It can be used to map out a process. Flowcharts can be used to design business processes. Business process management is the management of various operations within a company. The process flowcharts can help you make your workflow more efficient. If you’re looking for a way to improve your workflow, then flowcharts can be a great way to get started.
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Frequently Asked Questions
1. What are the 8 steps in the sales process?
- Prospecting
- Lead qualification
- Needs analysis
- Presentation
- Handling objections
- Closing
- Follow-up
- Relationship management
2. What is the 7th cycle of sales?
The 7th step in most sales cycles is follow-up, where the salesperson maintains contact to ensure satisfaction, address concerns, and encourage repeat business.
3. What is a sales process flowchart?
A sales process flowchart is a visual diagram that outlines each stage of your sales process, helping teams understand, analyze, and improve sales workflows.
4. What is the sales process?
The sales process is a structured set of steps a business follows to turn leads into customers, from prospecting to closing and post-sale engagement.
