Every business needs to have its own sales strategy in order to direct the public’s attention to its products and services. Having a strategy is also a good way for a business to distinguish itself from its competitors. And when there’s a sales strategy to adapt to, there should also be a sales flowchart to graphically illustrate the processes. Our website contains Sales Flowchart Templates for you to use if you’re planning on making one. They’re high-quality, professionally designed, and 100% customizable. Communicate your sales goals and hit quotas by subscribing to our selection of flowchart templates today!

What Is a Sales Flowchart?

A sales flowchart is a graphical diagram that illustrates how a company plans and implements its sales campaigns. This flowchart lays out the steps that the business makes in order to achieve the desired sales goal or objective.

How to Design an Effective Sales Flowchart

According to SiriusDecisions, communicating a value message is key to meeting sales quotas. By creating a flowchart, you’ll understand your company’s workflow and also determine what message is valuable. Below are easy guidelines to help you design your own flowchart.

1. Understand the Sales Process

Obviously, your sales flowchart should resemble your company’s sales cycle or process. Before you begin creating the diagram, be sure to understand how your company does its sales campaigns. If necessary, you can even write down some essential details of the process to use as your reference.

2. Identify the Start and End Points of the Flowchart

Flowcharts are linear flow diagrams, which means they have a definite point where the process starts and ends. By fully understanding the workflow, you can easily determine these two points in your flowchart. In a basic chart layout, your workflow should run horizontally from left to right.

3. Stick to the Standard Shapes

Speaking of layouts, flowcharts use standard graphics to represent specific pieces of information. These include oblongs, parallelograms, rhombi, and rectangles. When making a flowchart, it’s best that you stick to these shapes. You can learn what each shape represents by referring to our FAQs below.

4. Break Down Complex Topics

If a piece of information gets too complicated for just a single flow, then break it up into smaller, more manageable flows. Yes, this will lead to multiple branches in your simple chart, but it’s far better than a flowchart that’s confusing and difficult to follow.

5. Keep Your Flowchart Simple and Concise

In connection to breaking down topics, the overall company chart itself should be kept simple. The design should be straightforward and the content should be concise. Even if you choose to add visual enhancements, just make sure that it doesn’t overshadow the diagram’s content.

General FAQs

  • How different are sales from marketing?

  • How do you develop an effective B2B or B2C sales strategy?

  • What are the benefits of using a flowchart?

  • What are the types of flowcharts?

  • What are the standard shapes used in flowcharts?

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