Home Flowchart Details

CRM Sales Flowchart

2025-01-08 18:13:21 161 4 Report
0
The CRM Sales Flowchart offers a comprehensive overview of the sales process, highlighting key stages from initial lead generation to contract closure. It integrates crucial elements like competitor information, sales leads, and agent details, synchronized between CRM and ERP systems. The flowchart emphasizes the importance of contract approvals, project initiation, and customer follow-ups, ensuring a streamlined approach to managing sales opportunities. Critical stages such as client initiation, order review, and overdue payment reminders are meticulously detailed to enhance efficiency. This tool is essential for sales departments aiming to optimize their processes and improve customer relationship management.
Other creations by the author
Outline/Content
C139 record
Competitor information (CRM)
Sales leads
Agent Information (CRM Synchronized with ERP)
Contract approval
C139
Contract push down
Sales opportunities
S3 Project Phase - Client Initiation
C139 condition is metAfter approval
Quotation Sheet
Sales invoice
C139 (7 days)
C139 condition met approved after review
C139 update (15 days)
Return Form
Sales Delivery Note
Customer Information (CRM Synchronized with ERP)
Follow-up record
S1 Lead Stage - Potential Customer
Sales Order
Payment Receipt
Product Information (ERP Synchronized with CRM)
Project Initiation (CRM Synchronization with OA)
Order Review/Quality Agreement/NDA
Business opportunity follow-up (7 days)
Project follow-up
CRM Sales Process Flowchart
Overdue Payment Reminder
Recovery plan
Customer registration
Contract Approval (CRM)
Sales Department
Business Funnel
high seas
Project Phase Management（7 days）
Order Review (OA)Quality Agreement (OA)NDA (OA)
S4 Contract Stage - Closed Customer
S2 Business Opportunity Stage - Prospective Customers
15 dayswithoutcontact
Customer follow-up（15 days）
channel partner
Order stage
CRM interoperability with ERP
C139 update (7 days)
Sales Project Initiation
Comments
0 Comments
Next page
Recommended for you
More
Recruitment Flowchart
Recruitment Flowchart
Flowchart of the collection management function of the CRM system
Flowchart of the collection management function of the CRM system
Sales Lead Flowchart
Sales Lead Flowchart
Critical Path Method Flowchart
Critical Path Method Flowchart
Sales Flowchart
Sales Flowchart
A Simple Flowchart Comparison Of American and British Education Systems
A Simple Flowchart Comparison Of American and British Education Systems
EB1A Immigration Process Flowchart: Fast-Track Your US Green Card
EB1A Immigration Process Flowchart: Fast-Track Your US Green Card
Sales Order Flowchart
Sales Order Flowchart
April Fool's Day Prank Detection Flowchart
April Fool's Day Prank Detection Flowchart
US Stock Market IPO Flowchart: From Private to Public
US Stock Market IPO Flowchart: From Private to Public