Sales Process Flowchart Template [Download]
Have you ever wondered how top sales teams streamline their sales process to ensure no deals slip through the cracks?
The secret often lies in a well-crafted sales process flowchart.
This visual tool breaks down the sales cycle into digestible stages—from lead generation to the final sign-off. It serves as a roadmap guiding each step toward converting prospects into loyal customers.
In this blog, we’ll explore the benefits of building a sales process flowchart, how it enhances customer experience, and why it’s your ultimate guide to building a confident, consistent, and efficient sales team.
Plus, we’ll share a free sales process flowchart template for you to build your own.
What Is a Sales Process Flowchart?
A sales process flowchart visually represents the different stages of selling a product or service. It illustrates the sales process from generating leads to converting them into qualified leads and eventually customers.
The sales process flowchart helps you break down the sales cycle into manageable parts, ensuring no detail or step is overlooked.
Here’s a quick breakdown of what you might find in a typical flowchart:
- Lead Generation: Capturing the interest of potential customers.
- Lead Qualification: Filtering leads to focus on those with a genuine interest and potential to buy.
- Sales Pitch/Proposal: Presenting the product in an appealing way.
- Negotiation and Closing: Final discussions before the deal is sealed.
- Post-Sale Follow-Up: Maintaining customer relationships for potential future sales.
A flowchart can help the sales team understand and follow the steps needed to drive success, leading to more predictable and repeatable outcomes.
Sales Process Flowchart Template
Build your own customizable sales process flowchart using this template with instructions here:
What’s included in this sales process flowchart template:
This Sales Process Flowchart Template is designed to guide you and your team in documenting the logical flow of your sales process from when a lead enters your CRM to the finish when they’re either closed, won, or lost. It includes:
- Instructions on how to get started.
- Checklist of all the key steps.
- Example of a sales process flowchart template.
8 Reasons Why You Need a Sales Process Flowchart
Implementing a sales process flowchart is akin to having a road map for a journey—it guides your sales team.
1. Enhances The Customer Experience
Potential customers want to speak with a subject matter expert rather than be sold to. Your sales process flowchart should be a foundation for your sales team’s guidance through the complexities of purchasing a new product or service.
2. Builds Confidence
Imagine a tour guide who doesn’t know where to go and eventually gets lost. In the same way, your potential customers need to be guided through the process by a sales team that knows how to navigate a sales process.
A sales process flowchart builds your sales team’s confidence because they’re trained and understand the key steps.
3. Create Consistency
A flowchart creates a consistent process, making it easier to train new team members. This is foundational for pinpointing the gaps and how to produce consistent results.
4. Improves Sales Efficiency
Your sales team can see everything from prospecting to closing. This ensures each step is followed while nothing falls through the cracks. More importantly, by documenting each step, you can know figure out how to improve the efficiency of your sales process.
5. Identify Bottlenecks
With a sales process flowchart, you can easily monitor progress and identify bottlenecks quickly. Whereas if you didn’t have a sales process, it would be hard to pinpoint any gaps.
6. Address Various Objections
By documenting the sales process, you can train your sales team on what objections often arise during each step. This allows you to create relevant sales scripts, documentation, and content to ease your customers’ objections.
7. Predictability
Your sales cycle becomes more predictable, so you can enhance your sales strategies effectively. Moreover, it allows for efficient resource allocation, ensuring that your time and effort are invested in the most impactful areas.
8. Spot What Is And Isn’t Working
A well-designed flowchart helps you to measure and analyze your sales data. You can pinpoint and replicate successful steps while areas needing improvement become evident and can be addressed promptly.
The Right Steps in the Sales Process
When we look at a sales process, aligning it with your customer’s buying journey is important. Forcing customers to follow an illogical process will create friction and a negative customer experience.
Think about the steps your best customers took from start to finish. Then map it to a sales process that your sales team can replicate
Below are the key steps we typically follow:
- Prospecting: Identify potential customers who might need our product or service.
- Qualifying: Assess these potential customers’ budgets, needs, and decision-making power to ensure they will likely purchase your product.
- Discovery: During an initial call, gather as much relevant information as possible about the prospect’s business needs to tailor your solution.
Demo: Showcase your product, highlighting how its features solve the prospect’s pain points. - Objection Handling: Actively listen to any concerns or objections the prospect has and address them confidently with evidence.
- Closing: Seal the deal with the right closing techniques, ensuring both parties are satisfied with the agreement.
Throughout these steps, maintain a positive and customer-centric approach to build a strong relationship with your potential customers.
The Benefits of Having A Sales Process Flowchart
Employing a sales process flowchart has a handful of benefits for your team.
Improved Customer Engagement: It lets you enhance customer engagement by understanding each step where engagement is crucial. You can guide customers confidently, knowing exactly what comes next and how to steer conversations.
Identify Objections: Your visibility into closing deals improves significantly. A flowchart breaks down each stage and helps you identify various objections. This clarity is vital for spotting inefficiencies in the sales process that aren’t working as they should.
Reduce Wasted Resources: Efficiency-wise, it’s a game-changer. You can reduce wasted resources by focusing your efforts where they count.
Increase Sales Productivity: Reduce the time your new sales rep takes to become effective and improve their ramp time.
A sales process flowchart is a map that leads you through the complex terrain of customer interactions, decision-making, and strategizing.
A Step-By-Step Guide to Mapping Your Sales Process Flowchart
Creating a sales process flowchart is a collaborative effort. Involve your entire team to ensure you capture every step accurately.
Here’s how you can effectively map our sales process:
1. Gather Input From Sales and Marketing Teams
Start by bringing your sales and marketing teams together. This way, you can gather different insights and share the responsibility for our sales strategy’s success. The marketing team can provide their knowledge of the market conditions and data on how buyers respond to the current sales process,
2. Identify The Appropriate Steps
List all the stages of our sales cycle, from initial contact to closing a deal. Review previously won deals to determine the steps taken, how the customer responded, and what worked well.
3. Define Actions For Each Step
Defining the specific actions taken in each stage is important. For instance, during ‘Qualification,’ you might list tasks like ‘Evaluate customer needs’ and ‘Validate budget’.
4. Add Relevant Resources
Link to key resources such as scripts, product information, or CRM tools that support each action. This ensures your team has easy access to the tools they need.
5. Track and Analyze
After your sales process is in motion, continuously analyze results. Track metrics to understand what works or identify bottlenecks.
6. Continuously Optimize The Process
Your flowchart is never set in stone, so regularly adjust your process based on the feedback and results. Use data to measure the effectiveness of your process, which will help you improve conversion rates or the speed from one step to the next.
Common Mistakes When Using a Sales Process Flowchart
Vague Details
Vague steps can lead your sales team to confusion and inconsistent results. Craft detailed descriptions and define exit criteria to ensure each step in the sales process is clear.
Ignoring Feedback
Sales are always evolving, and what worked yesterday might not work today. Conduct quarterly reviews of your sales process to add sales team insights and customer feedback. This keeps your sales process relevant.
Not Evolving
Your sales processes must adapt to changes in customer preferences and competitive landscapes. Hence, periodically analyze and update our flowchart to align with your customer’s buying journey.
Avoiding these common mistakes can create a highly effective and efficient sales process flowchart that drives predictable outcomes.
Improve Your Sales Process With Revenue Reveal
See a drop in your conversion rates or sales efficiency lately? We’ll help you identify the hot spots in your sales process that need the biggest improvements. We’ll work with you to identify the specific actions that’ll make an immediate impact, whether it’s improving lead generation or win rates.
You can reach out to us here for an initial strategy session!
