Sales-flowchart.pdf
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Sales Flowchart – New Business (B2B) Campaign (Email, Advt., etc)
Lead Generation
Assign Leads to Lead Managers
Follow up Lead
Qualified ?
Junk Leads
Convert Lead to Prospect
Account (Company)
Opportunity ($$$)
Contact (Business Card)
Follow up
Buy?
Deal Lost
Deal Won 1
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Sales Flowchart – Existing Business (B2B) (Cross-Selling & Up-Selling Opportunities)
Customer Database
Campaign
Success?
Offer Better Service
Opportunity ($$$)
Follow up
Buy?
Deal Lost
Deal Won
2
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Sales Flowchart – New Business (B2C) Campaign (Email, Advt., etc)
Lead Generation
Assign Leads to Lead Managers
Follow up Lead
Qualified ?
Junk Leads
Convert Lead to Prospect
Contact (Business Card)
Opportunity ($$$)
Follow up
Buy?
Deal Lost
Deal Won 3
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Sales Flowchart – Existing Business (B2C) (Cross-Selling & Up-Selling Opportunities)
Customer Database
Campaign
Success?
Offer Better Service
Opportunity ($$$)
Follow up
Buy?
Deal Lost
Deal Won
4
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Definitions B2B – Business to Business (One business selling products/services to another business) Ex: Company selling products to another company B2C – Business to Consumers (Businesses selling products/services to individuals) Ex: Individual person purchasing books from Amazon.com For more details refer: http://zohocrm.wiki.zoho.com
Contact Information: S.S.G.Gopal Ph: 925-965-6387 Skype: sripadag Email: [email protected] Wiki: http://zohocrm.wiki.zoho.com Blog: http://blogs.zoho.com
5
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Lead Generation
Assign Leads to Lead Managers
Follow up Lead
Qualified ?
Junk Leads
Convert Lead to Prospect
Account (Company)
Opportunity ($$$)
Contact (Business Card)
Follow up
Buy?
Deal Lost
Deal Won 1
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Sales Flowchart – Existing Business (B2B) (Cross-Selling & Up-Selling Opportunities)
Customer Database
Campaign
Success?
Offer Better Service
Opportunity ($$$)
Follow up
Buy?
Deal Lost
Deal Won
2
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Sales Flowchart – New Business (B2C) Campaign (Email, Advt., etc)
Lead Generation
Assign Leads to Lead Managers
Follow up Lead
Qualified ?
Junk Leads
Convert Lead to Prospect
Contact (Business Card)
Opportunity ($$$)
Follow up
Buy?
Deal Lost
Deal Won 3
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Sales Flowchart – Existing Business (B2C) (Cross-Selling & Up-Selling Opportunities)
Customer Database
Campaign
Success?
Offer Better Service
Opportunity ($$$)
Follow up
Buy?
Deal Lost
Deal Won
4
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
Definitions B2B – Business to Business (One business selling products/services to another business) Ex: Company selling products to another company B2C – Business to Consumers (Businesses selling products/services to individuals) Ex: Individual person purchasing books from Amazon.com For more details refer: http://zohocrm.wiki.zoho.com
Contact Information: S.S.G.Gopal Ph: 925-965-6387 Skype: sripadag Email: [email protected] Wiki: http://zohocrm.wiki.zoho.com Blog: http://blogs.zoho.com
5
CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document
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