Steps to build a sales process flowchart to boost revenue

Aarti Nair
May 31, 2022
 mins read

Last modified on

May 31, 2022
Table of Content:

Sales processes play a major role in any business, and they must be perfected to boost revenue while increasing efficiency in the process. Having a sales process flow chart enables the company to analyze the process and make changes as and when required.

Creating a sales process flowchart is an important tool for any business and for optimizing sales. It can help you identify inefficiencies and bottlenecks in your sales process and ultimately lead to higher revenue. 

A good flowchart can help the sales team understand their sales process. By understanding the process flow, they can work on it and improve it in order to maximize the return on investment. This blog will look at how to create a process flowchart and how to use it to improve your sales.

But first,

What is a sales flowchart?

A sales flowchart depicts the steps of a sales process– starting with creating a customer persona, and lead generation to onboard a customer.
It depicts every step a seller has to take to ensure a satisfactory customer onboarding experience, and it even helps in ensuring the probability of closing a deal.

And as the sales process becomes more complex, you can subdivide the sales flowchart for actionable actions, objection handling, negotiations, etc.;– basically, it depends on your sales process. 

And if you are thinking about why a sales flowchart is important, let us tell you.

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 of communicating where you could improve your forthcoming sales by visually indicating the processes in your sales process, as this template shows. 

It's important to incorporate sales process flowcharts into any business because it increases the overall efficiency of the entire team but it can also help to guarantee that everyone understands their position in it. 

Flow charts are useful tools for quickly and easily outlining the required steps needed to execute a sale, which makes them extremely useful for enhancing sales efficiency and effectiveness!

Knowing where sales reps are in their journey through your sales cycle is the first step to understanding and using their data to benefit the business. By using a visual indicator like a sales flowchart on how they operate, you can learn by example, which may need further training in order to improve upon any ineffective practices they may be employing. 

That's why it's important as a manager of employees at your company that you're using that process flowchart we recommended previously because of its ability to communicate not only what each step is but how they relate to one another as well.

Now without further ado, let’s get into the steps of creating a sales flowchart.

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Steps of creating a sales flowchart

Step 1: Define the process of sales in your business.

In this step, define what your sales process will look like. How many steps your sales process will have, how you will be generating 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 thing first, for creating a sales flowchart – list down all the steps in your sales process, Like;

  • how you will be generating leads,
  • with what content you will be engaging the customers
  • 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 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 is great at closing deals but doesn’t tell anyone else how they do it, 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 that they know their sales process, but when they start drawing it out, they realize that they don't really have a clear view and a good understanding of their sales process. 

The sales process flowchart can help you and your team to get a clear picture of your sales process, and you can use this as a step-by-step guide to help you improve the way you make your sales and help you to close more deals. The sales process flowchart helps to keep everyone on the same page when it comes to closing deals and making sure that your sales process actually works.

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 doing concerning sales. As an example, consider something as simple as monitoring leads flow 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 as they progress through the different stages of qualification, or 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, it can get a lot more mileage if used in a different way while communicating with your team. 

Technology can make it simple to break down your sales process and then share relevant content for each step with them. You 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!

Common mistakes while designing the sales funnel

A sales process flow chart is a very useful tool and can be used in many ways, depending on the particular sales strategy an organization is pursuing. 

However, suppose a sales process flow chart isn't used correctly or has been set up to improve sales performance in mind from the outset. In that case, it can significantly negatively impact the entire sales department, ultimately undermining its effectiveness.

Here are a few mistakes to avoid:

  • First, be sure to include a high-level overview instead of focusing on small details.
  • You should also include a funnel and how you’re going to use different channels to reach your audience.
  • Make sure you 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 and how they interact with the prospect.
  • Finally, be sure to include your sales cycle automation strategy, the use of the platform, and how your company will benefit from using it.

And remember, a sales cycle flowchart is the skeleton of your sales process, and you wouldn’t want to skip on important parts of the skeleton, right?

Parting words

Sales process flowcharts save time, minimize errors and help you to determine if the process is working for you.

With the help of a sales process flowchart, you can boost your sales productivity. A flowchart is a diagram that represents all the steps you take to achieve 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 to 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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