SlideShare uma empresa Scribd logo
1 de 19
When optimizing your sales processes, there are two aspects to consider;
External and Internal. On one hand, you can improve the way you
yourself, your products or services and interact with the customer. On the
other hand, you can improve how your Sales Team plan and do their
work.
We’ve listed 7 Editable Diagram Templates which are handy to help you
optimize your sales process whilst closing more deals. You can edit/draw
your diagrams by using our online Editor, Creately.
Diagrams to optimize Sales Process with
Creately
SEVEN quick ways to optimize your
Sales Process and close more Deals
Add Diagrams to;
Sales Pitches / Proposals / Documents
Adding diagrams like process maps, flowcharts, and even
infographics illustrating how your product fits into your
customers’ processes or systems and solves their
problems in sales pitches and proposals, can help you
convert your prospects better.
01|
Online Sales Process
Flowchart Template
Show How They Can Benefit from the Solution
You Provide
With an updated flowchart/ process map, you can show
how exactly their process or system will be improved
and how they can save time once your solution is
integrated. Visualization is certainly more effective than
explaining it in words.
02|
03| Explain the Sales Process
In some cases, closing the sale could be just the
beginning. Post-sale, you’ll have to keep in contact with
the customers by continuing to provide your service or
to help them with using your product.
Gantt Chart Template for Post-Sale Meetings
04| Map Out Complex Sales Processes
Mapping sales process is important since it involves a
lot of people and steps. This helps keep everyone on
the same page. It can also serve as a checklist the team
can refer to when closing a sale.
Sales Process
Flowchart
Template
05| Identify Your Prospects with Account Maps
Account maps help you identify the decision-makers
who are most likely to be interested in your product or
service in an account.
Account Mapping Template
06| Map Out Your Internal Sales Processes
Using process maps you can effectively map out your
sales processes to optimize your sales cycles. You can
also tailor your process maps according to the solution
and the responsible sales representative.
Lead Conversion Process
Flowchart Template
07| Create a Customer Journey Map
A customer journey map highlights all the experiences
your customer has with you as well as your
organization’s touchpoints(those on your side who
interact with the customer).
Customer Journey Map Template
Want More details on Optimizing Sales Process? Visit
https://creately.com/blog/diagrams/optimize-sales-processes/
To create these diagrams, use case diagrams, flowcharts and
many more other diagrams visit
https://creately.com
For colorful diagrams and Info-graphics follow us on:

Mais conteúdo relacionado

Mais procurados

Mais procurados (20)

How Salesforce Helps In Getting Higher Sales
How Salesforce Helps In Getting Higher SalesHow Salesforce Helps In Getting Higher Sales
How Salesforce Helps In Getting Higher Sales
 
Business process flow enhancement
Business process flow enhancementBusiness process flow enhancement
Business process flow enhancement
 
Dynamics 365 - Rapid Implementation - Sales
Dynamics 365 - Rapid Implementation - SalesDynamics 365 - Rapid Implementation - Sales
Dynamics 365 - Rapid Implementation - Sales
 
Enhance Website Conversion Through Heatmap
Enhance Website Conversion Through HeatmapEnhance Website Conversion Through Heatmap
Enhance Website Conversion Through Heatmap
 
9 Reasons Your Company Needs CPQ (Configure Price Quote)
9 Reasons Your Company Needs CPQ (Configure Price Quote)9 Reasons Your Company Needs CPQ (Configure Price Quote)
9 Reasons Your Company Needs CPQ (Configure Price Quote)
 
Brand Aura - Corporate Presentation
Brand Aura - Corporate PresentationBrand Aura - Corporate Presentation
Brand Aura - Corporate Presentation
 
Why rafiki sales leaders?
Why rafiki sales leaders?Why rafiki sales leaders?
Why rafiki sales leaders?
 
Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators
Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales AcceleratorsDynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators
Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators
 
Winter'21 release highlights SF
Winter'21 release highlights SFWinter'21 release highlights SF
Winter'21 release highlights SF
 
Sfa
SfaSfa
Sfa
 
Customer relationship management Software
Customer relationship management SoftwareCustomer relationship management Software
Customer relationship management Software
 
Auto Expert CRM Launched
Auto Expert CRM LaunchedAuto Expert CRM Launched
Auto Expert CRM Launched
 
Accelerate SMB growth with Salesforce Pardot
Accelerate SMB growth with Salesforce PardotAccelerate SMB growth with Salesforce Pardot
Accelerate SMB growth with Salesforce Pardot
 
Ms dynamics crm consultant
Ms dynamics crm consultantMs dynamics crm consultant
Ms dynamics crm consultant
 
Customer Relationship Management Software
Customer Relationship Management SoftwareCustomer Relationship Management Software
Customer Relationship Management Software
 
Modernize Your CRM
Modernize Your CRMModernize Your CRM
Modernize Your CRM
 
Power BI, explotar datos de Dynamics 365 for Sales
Power BI, explotar datos de Dynamics 365 for SalesPower BI, explotar datos de Dynamics 365 for Sales
Power BI, explotar datos de Dynamics 365 for Sales
 
Supermetrics - All Your Marketing Metrics in One Place
Supermetrics - All Your Marketing Metrics in One PlaceSupermetrics - All Your Marketing Metrics in One Place
Supermetrics - All Your Marketing Metrics in One Place
 
Apogee
ApogeeApogee
Apogee
 
CVM Campaign Analyst
CVM Campaign Analyst CVM Campaign Analyst
CVM Campaign Analyst
 

Semelhante a Optimize Sales Processes Using Diagrams by Creately

Microsoft Dynamics CRM 2015 Release Preview Guide
Microsoft Dynamics CRM 2015 Release Preview GuideMicrosoft Dynamics CRM 2015 Release Preview Guide
Microsoft Dynamics CRM 2015 Release Preview Guide
David J Rosenthal
 
OpenERP Functional Memento
OpenERP Functional MementoOpenERP Functional Memento
OpenERP Functional Memento
Odoo
 

Semelhante a Optimize Sales Processes Using Diagrams by Creately (20)

Microsoft dynamics crm 2015 release preview guide
Microsoft dynamics crm 2015 release preview guideMicrosoft dynamics crm 2015 release preview guide
Microsoft dynamics crm 2015 release preview guide
 
Microsoft Dynamics CRM 2015 Release Preview Guide
Microsoft Dynamics CRM 2015 Release Preview GuideMicrosoft Dynamics CRM 2015 Release Preview Guide
Microsoft Dynamics CRM 2015 Release Preview Guide
 
Microsoft dynamics crm 2015 release preview guide
Microsoft dynamics crm 2015 release preview guideMicrosoft dynamics crm 2015 release preview guide
Microsoft dynamics crm 2015 release preview guide
 
Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2015Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2015
 
Microsoft Dynamics CRM 2015 release preview guide now available!
Microsoft Dynamics CRM 2015 release preview guide now available!Microsoft Dynamics CRM 2015 release preview guide now available!
Microsoft Dynamics CRM 2015 release preview guide now available!
 
Find all best crm features in convergehub
Find all best crm features in convergehubFind all best crm features in convergehub
Find all best crm features in convergehub
 
Learn How Salesforce Consulting Services Can Benefit Your Company.pdf
Learn How Salesforce Consulting Services Can Benefit Your Company.pdfLearn How Salesforce Consulting Services Can Benefit Your Company.pdf
Learn How Salesforce Consulting Services Can Benefit Your Company.pdf
 
Microsoft Dynamics 365 for sales
Microsoft Dynamics  365 for sales Microsoft Dynamics  365 for sales
Microsoft Dynamics 365 for sales
 
Business plan template for a startup business
Business plan template for a startup businessBusiness plan template for a startup business
Business plan template for a startup business
 
How to create an analytics dashboard (with examples).pdf
How to create an analytics dashboard (with examples).pdfHow to create an analytics dashboard (with examples).pdf
How to create an analytics dashboard (with examples).pdf
 
OpenERP Functional Memento
OpenERP Functional MementoOpenERP Functional Memento
OpenERP Functional Memento
 
Sage CRM Builder
Sage CRM BuilderSage CRM Builder
Sage CRM Builder
 
E-Book Reimagine How You Use SageCRM in Your Business
E-Book Reimagine How You Use SageCRM in Your BusinessE-Book Reimagine How You Use SageCRM in Your Business
E-Book Reimagine How You Use SageCRM in Your Business
 
Leveraging Salesforce to Fuel your Sales Pipeline at Events
Leveraging Salesforce to Fuel your Sales Pipeline at EventsLeveraging Salesforce to Fuel your Sales Pipeline at Events
Leveraging Salesforce to Fuel your Sales Pipeline at Events
 
( Template) Business plan template
( Template) Business plan template( Template) Business plan template
( Template) Business plan template
 
Crm Assessment E Book V F
Crm Assessment E Book V FCrm Assessment E Book V F
Crm Assessment E Book V F
 
CRM Assessment eBook
CRM Assessment eBook CRM Assessment eBook
CRM Assessment eBook
 
360 Degree View of Customer
360 Degree View of Customer360 Degree View of Customer
360 Degree View of Customer
 
Strategic Modern Marketing Workbook
Strategic Modern Marketing Workbook Strategic Modern Marketing Workbook
Strategic Modern Marketing Workbook
 
What can CRM do for your business?
What can CRM do for your business?What can CRM do for your business?
What can CRM do for your business?
 

Mais de Creately

Mais de Creately (20)

The Impact of Covid-19 on Education
The Impact of Covid-19 on EducationThe Impact of Covid-19 on Education
The Impact of Covid-19 on Education
 
Visual tools for Risk Management Process
Visual tools for Risk Management ProcessVisual tools for Risk Management Process
Visual tools for Risk Management Process
 
Deployment Diagram Example Templates
Deployment Diagram Example TemplatesDeployment Diagram Example Templates
Deployment Diagram Example Templates
 
Workflow Diagram Examples and Templates
Workflow Diagram Examples and TemplatesWorkflow Diagram Examples and Templates
Workflow Diagram Examples and Templates
 
Component Diagram Example Templates
Component Diagram Example TemplatesComponent Diagram Example Templates
Component Diagram Example Templates
 
SWOT Analysis Example Diagrams with Editable Templates
SWOT Analysis Example Diagrams with Editable TemplatesSWOT Analysis Example Diagrams with Editable Templates
SWOT Analysis Example Diagrams with Editable Templates
 
Gantt Chart Examples with Editable Templates
Gantt Chart Examples with Editable TemplatesGantt Chart Examples with Editable Templates
Gantt Chart Examples with Editable Templates
 
Block Diagram Examples with Editable Templates
Block Diagram Examples with Editable TemplatesBlock Diagram Examples with Editable Templates
Block Diagram Examples with Editable Templates
 
Flowchart Examples with Editable Templates
Flowchart Examples with Editable TemplatesFlowchart Examples with Editable Templates
Flowchart Examples with Editable Templates
 
Improve Organizational Performance Using Diagrams by Creately
Improve Organizational Performance Using Diagrams by CreatelyImprove Organizational Performance Using Diagrams by Creately
Improve Organizational Performance Using Diagrams by Creately
 
Activity Diagram Examples by Creately
Activity Diagram Examples by Creately Activity Diagram Examples by Creately
Activity Diagram Examples by Creately
 
The Ultimate Guide for UML Class Diagrams by Creately
The Ultimate Guide for UML Class Diagrams by CreatelyThe Ultimate Guide for UML Class Diagrams by Creately
The Ultimate Guide for UML Class Diagrams by Creately
 
iOS Mockup Templates by Creately
iOS Mockup Templates by CreatelyiOS Mockup Templates by Creately
iOS Mockup Templates by Creately
 
Infographic Templates by Creately
Infographic Templates by CreatelyInfographic Templates by Creately
Infographic Templates by Creately
 
Conversion Optimization Plan Tools
Conversion Optimization Plan ToolsConversion Optimization Plan Tools
Conversion Optimization Plan Tools
 
Essential HR Diagram Templates by Creately
Essential HR Diagram Templates by CreatelyEssential HR Diagram Templates by Creately
Essential HR Diagram Templates by Creately
 
Concept Map Templates by Creately
Concept Map Templates by CreatelyConcept Map Templates by Creately
Concept Map Templates by Creately
 
Change Management Tools
Change Management ToolsChange Management Tools
Change Management Tools
 
Marketing Strategy Planning Tools
Marketing Strategy Planning ToolsMarketing Strategy Planning Tools
Marketing Strategy Planning Tools
 
The Ultimate Sequence Diagram Tutorial
The Ultimate Sequence Diagram TutorialThe Ultimate Sequence Diagram Tutorial
The Ultimate Sequence Diagram Tutorial
 

Último

Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789
Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789
Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789
CristineGraceAcuyan
 
Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...
Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...
Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...
gajnagarg
 
ab-initio-training basics and architecture
ab-initio-training basics and architectureab-initio-training basics and architecture
ab-initio-training basics and architecture
saipriyacoool
 
Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...
Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...
Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...
gajnagarg
 
一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证
一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证
一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证
wpkuukw
 
一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证
一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证
一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证
wpkuukw
 
Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...
Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...
Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...
nirzagarg
 
Abortion Pills in Oman (+918133066128) Cytotec clinic buy Oman Muscat
Abortion Pills in Oman (+918133066128) Cytotec clinic buy Oman MuscatAbortion Pills in Oman (+918133066128) Cytotec clinic buy Oman Muscat
Abortion Pills in Oman (+918133066128) Cytotec clinic buy Oman Muscat
Abortion pills in Kuwait Cytotec pills in Kuwait
 
Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...
Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...
Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...
sriharipichandi
 
Simple Conference Style Presentation by Slidesgo.pptx
Simple Conference Style Presentation by Slidesgo.pptxSimple Conference Style Presentation by Slidesgo.pptx
Simple Conference Style Presentation by Slidesgo.pptx
balqisyamutia
 

Último (20)

Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789
Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789
Q4-Trends-Networks-Module-3.pdfqquater days sheets123456789
 
NO1 Top Pakistani Amil Baba Real Amil baba In Pakistan Najoomi Baba in Pakist...
NO1 Top Pakistani Amil Baba Real Amil baba In Pakistan Najoomi Baba in Pakist...NO1 Top Pakistani Amil Baba Real Amil baba In Pakistan Najoomi Baba in Pakist...
NO1 Top Pakistani Amil Baba Real Amil baba In Pakistan Najoomi Baba in Pakist...
 
Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...
Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...
Top profile Call Girls In Meerut [ 7014168258 ] Call Me For Genuine Models We...
 
ab-initio-training basics and architecture
ab-initio-training basics and architectureab-initio-training basics and architecture
ab-initio-training basics and architecture
 
Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...
Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...
Top profile Call Girls In eluru [ 7014168258 ] Call Me For Genuine Models We ...
 
Gamestore case study UI UX by Amgad Ibrahim
Gamestore case study UI UX by Amgad IbrahimGamestore case study UI UX by Amgad Ibrahim
Gamestore case study UI UX by Amgad Ibrahim
 
一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证
一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证
一比一定(购)卡尔顿大学毕业证(CU毕业证)成绩单学位证
 
一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证
一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证
一比一定(购)滑铁卢大学毕业证(UW毕业证)成绩单学位证
 
Sweety Planet Packaging Design Process Book.pptx
Sweety Planet Packaging Design Process Book.pptxSweety Planet Packaging Design Process Book.pptx
Sweety Planet Packaging Design Process Book.pptx
 
Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...
Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...
Top profile Call Girls In Mau [ 7014168258 ] Call Me For Genuine Models We ar...
 
Abortion Pills in Oman (+918133066128) Cytotec clinic buy Oman Muscat
Abortion Pills in Oman (+918133066128) Cytotec clinic buy Oman MuscatAbortion Pills in Oman (+918133066128) Cytotec clinic buy Oman Muscat
Abortion Pills in Oman (+918133066128) Cytotec clinic buy Oman Muscat
 
LANDSCAPE ARCHITECTURE PORTFOLIO - MAREK MITACEK
LANDSCAPE ARCHITECTURE PORTFOLIO - MAREK MITACEKLANDSCAPE ARCHITECTURE PORTFOLIO - MAREK MITACEK
LANDSCAPE ARCHITECTURE PORTFOLIO - MAREK MITACEK
 
Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...
Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...
Anupama Kundoo Cost Effective detailed ppt with plans and elevations with det...
 
Eye-Catching Web Design Crafting User Interfaces .docx
Eye-Catching Web Design Crafting User Interfaces .docxEye-Catching Web Design Crafting User Interfaces .docx
Eye-Catching Web Design Crafting User Interfaces .docx
 
The hottest UI and UX Design Trends 2024
The hottest UI and UX Design Trends 2024The hottest UI and UX Design Trends 2024
The hottest UI and UX Design Trends 2024
 
How to Create a Productive Workspace Trends and Tips.pdf
How to Create a Productive Workspace Trends and Tips.pdfHow to Create a Productive Workspace Trends and Tips.pdf
How to Create a Productive Workspace Trends and Tips.pdf
 
Raebareli Girl Whatsapp Number 📞 8617370543 | Girls Number for Friendship
Raebareli Girl Whatsapp Number 📞 8617370543 | Girls Number for FriendshipRaebareli Girl Whatsapp Number 📞 8617370543 | Girls Number for Friendship
Raebareli Girl Whatsapp Number 📞 8617370543 | Girls Number for Friendship
 
UI:UX Design and Empowerment Strategies for Underprivileged Transgender Indiv...
UI:UX Design and Empowerment Strategies for Underprivileged Transgender Indiv...UI:UX Design and Empowerment Strategies for Underprivileged Transgender Indiv...
UI:UX Design and Empowerment Strategies for Underprivileged Transgender Indiv...
 
High Profile Escorts Nerul WhatsApp +91-9930687706, Best Service
High Profile Escorts Nerul WhatsApp +91-9930687706, Best ServiceHigh Profile Escorts Nerul WhatsApp +91-9930687706, Best Service
High Profile Escorts Nerul WhatsApp +91-9930687706, Best Service
 
Simple Conference Style Presentation by Slidesgo.pptx
Simple Conference Style Presentation by Slidesgo.pptxSimple Conference Style Presentation by Slidesgo.pptx
Simple Conference Style Presentation by Slidesgo.pptx
 

Optimize Sales Processes Using Diagrams by Creately

  • 1.
  • 2.
  • 3.
  • 4. When optimizing your sales processes, there are two aspects to consider; External and Internal. On one hand, you can improve the way you yourself, your products or services and interact with the customer. On the other hand, you can improve how your Sales Team plan and do their work. We’ve listed 7 Editable Diagram Templates which are handy to help you optimize your sales process whilst closing more deals. You can edit/draw your diagrams by using our online Editor, Creately. Diagrams to optimize Sales Process with Creately
  • 5. SEVEN quick ways to optimize your Sales Process and close more Deals
  • 6. Add Diagrams to; Sales Pitches / Proposals / Documents Adding diagrams like process maps, flowcharts, and even infographics illustrating how your product fits into your customers’ processes or systems and solves their problems in sales pitches and proposals, can help you convert your prospects better. 01|
  • 8. Show How They Can Benefit from the Solution You Provide With an updated flowchart/ process map, you can show how exactly their process or system will be improved and how they can save time once your solution is integrated. Visualization is certainly more effective than explaining it in words. 02|
  • 9. 03| Explain the Sales Process In some cases, closing the sale could be just the beginning. Post-sale, you’ll have to keep in contact with the customers by continuing to provide your service or to help them with using your product.
  • 10. Gantt Chart Template for Post-Sale Meetings
  • 11. 04| Map Out Complex Sales Processes Mapping sales process is important since it involves a lot of people and steps. This helps keep everyone on the same page. It can also serve as a checklist the team can refer to when closing a sale.
  • 13. 05| Identify Your Prospects with Account Maps Account maps help you identify the decision-makers who are most likely to be interested in your product or service in an account.
  • 15. 06| Map Out Your Internal Sales Processes Using process maps you can effectively map out your sales processes to optimize your sales cycles. You can also tailor your process maps according to the solution and the responsible sales representative.
  • 17. 07| Create a Customer Journey Map A customer journey map highlights all the experiences your customer has with you as well as your organization’s touchpoints(those on your side who interact with the customer).
  • 19. Want More details on Optimizing Sales Process? Visit https://creately.com/blog/diagrams/optimize-sales-processes/ To create these diagrams, use case diagrams, flowcharts and many more other diagrams visit https://creately.com For colorful diagrams and Info-graphics follow us on: