Crafting the perfect sales process flowchart: A comprehensive guide

Dive into our comprehensive guide to craft a robust sales process, boosting conversions and driving growth. Elevate your sales strategy today.

Crafting the perfect sales process flowchart: A comprehensive guide
Crafting the perfect sales process flowchart: A comprehensive guide
Accrue Savings
Accrue Savings
September 15, 2023
September 18, 2023

A meticulous sales process flowchart is the backbone of every successful business. It provides clarity and structure to the customer journey, helping sales teams consistently deliver a powerful message, build strong customer relationships, and optimize conversion rates.

But crafting a perfect sales process flowchart that effectively maps out customer journeys and propels sales goals is no small feat. It takes a lot of planning and testing to get it right.

This guide will help you create an effective, scalable sales process flowchart that you can use to maximize results and drive success. Keep reading to learn what a sales process flowchart is, why it’s crucial to have one for your business, and the steps you can take to craft the perfect flowchart.

What is a sales process flowchart?

A sales process flowchart visually represents your business’s customer journey from initial contact to post-sale support, illustrates each step in the sales cycle, and maps out customer interactions. It typically includes lead generation, lead qualification, product demonstration, negotiation, and closing.

A sales process flowchart aims to provide clarity, structure, and visibility into the sales process, enabling teams to identify and close more deals faster. It allows sales teams to better understand customer needs and behaviors, prioritize activities, and provide personalized customer experiences. 

The 7 steps of selling

Your business type, the products or services you sell, and your target market will determine your unique sales process. However, regardless of the details, the fundamentals of the selling process are the same.

1. Define the objective and prospecting

Before you even plot out your sales process flowchart, it’s crucial to clearly understand what you’re hoping to achieve. This means establishing concrete, measurable objectives aligning with your business goals.

  • Are you looking to expand your customer base?
  • Increase average deal size?
  • Improve customer retention rates?
  • Boost customer satisfaction?

Whatever your objectives, ensure they’re specific, realistic, and tied to a specific timeline. Once you’ve defined your objectives, you can move on to the most critical step of selling — prospecting.

Prospecting is identifying and engaging potential customers through market research, targeted ads, outreach campaigns, cold calling, or emailing. It’s a critical step in the sales process flowchart, as it helps sales managers and teams identify qualified leads and maximize conversion rates.

A well-defined prospecting process can mean the difference between a sales pipeline full of potential and one that’s, well, just a pipe. 

LinkedIn Sales Navigator is a great tool for prospecting within your target audience. When you have a solid understanding of who you’re selling to, you’re ready to move on to the next stage of the sales process.

2. Build relationships with qualifying prospects

This step of the sales process flowchart is all about understanding customer needs, building trust and relationships with prospects, and providing value. This means addressing customer pain points, demonstrating your product or service’s value to the customer, and proving that you can deliver what they need.

Here, it’s essential to focus on what the customer wants and needs rather than just trying to make a quick sale. Demonstrate your knowledge and expertise to build trust and credibility.

This is where excellent customer service comes in. Helpful conversations, personalized follow-ups, and timely responses are key to encouraging customers to move further down the sales funnel. You’ll also likely need sales enablement tools like demos, presentations, and trial offers to convince customers of your value proposition.

3. Vet prospects by researching them.

After you’ve built a rapport with your prospective client, it’s time to do some detective work. Researching your prospects helps you understand who they are, their needs, and how to best meet those needs. 

It also helps you gauge the size of the opportunity, identify who’s in decision-making positions, and assess the likelihood of closing a deal.

Remember, this isn’t a step you can take lightly or brush under the corporate rug. Why?

Understanding the company’s business model, products or services, market position, competitors, and unique challenges can help you tailor your pitch and demonstrate how your product or service can solve their particular problems or enhance their workflows.

This is also an excellent opportunity to uncover your new clients’ buying patterns and preferences to personalize your sales process further. This way, you’re not just pitching a product — you’re pitching a solution to their problem

4. Deliver a promising sales pitch

Now that you’ve done your research and understand your prospect’s needs and challenges, it’s showtime! This is where you deliver a great sales pitch that will make your prospect sit up and pay attention.

The key to nailing this step is to remember that an effective pitch isn’t about rattling off a laundry list of your product or service’s features. It’s about telling a compelling story that resonates with the prospect and paints a vivid picture of how your product or service can solve their problems and make their life easier. It’s more like a mini-presentation than a sales pitch.

Listen to the prospect’s feedback during the demonstration and adapt accordingly. If they seem overwhelmed, simplify. If they seem engaged, dive deeper. A good demonstration isn’t a one-way street — it’s a dialogue that helps you and the prospect understand each other better.

5. Handle any and all objections professionally

Objections are common in sales. They’re simply part of the process. But how you handle these objections can be the make-or-break moment in your sales strategy.

Think of objections as opportunities, not roadblocks. Sounds odd, right? But stay with us here.

Each objection is a chance to dive deeper into the prospect’s needs and concerns, gain greater insight into their decision-making process, and find creative solutions to their problems.

Handling objections with grace and professionalism helps you build trust with your prospect. It shows them that you understand their concerns, value their input, and are willing to address their issues.

Don’t get defensive or dismissive — listen to what they say and respond empathetically. The better you handle objections, the better you’ll become at nurturing relationships and converting prospects into customers.

6. Close the deal

Closing the deal is the cherry on top of your sales process flowchart and every marketing team’s goal. This stage is as crucial as it is rewarding, as it translates all your efforts, research, and relationship-building into tangible results: sales.

But why is it so important?

Closing a deal signifies a successful sales process and contributes to your company’s revenue and growth objectives. It’s the difference between having a pipe dream and a functioning sales pipeline. More closed deals mean more business — and more business means more revenue.

Keep an eye out for signs that the customer is ready to buy: positive body language, interest in pricing options, and specific questions about implementation and onboarding. This is your cue to shift into closing mode and seal the deal. Ask them to clarify their needs, address any remaining objections or questions, and present the final offer.

7. Nurture deals and improve processes

A common mistake many salespeople make is stopping after they’ve closed the sale. But closing isn’t the end of your customer journey — it’s just the beginning. You need to care for existing customers just as much as new prospects, as customer retention is vital to your sales strategy.

So, after you close the deal, follow up with customers to meet their expectations and ensure they’re satisfied with their purchase. This could be through an onboarding phone call or a quick email checking in to see how they’re doing.

Customer feedback is also an invaluable source of insights. Ask your customers for honest and constructive feedback, and use their input to refine your sales methodology. Track and measure customer success metrics such as retention rates, churn rates, and satisfaction scores to improve your business processes and optimize customer service.

Finally, keep an eye out for upselling and cross-selling opportunities. If you’ve done a good job of nurturing relationships and building trust with your customers, they’ll be more likely to invest in additional products or services. Play the long game — focus on delivering value over time instead of trying to make a quick buck.

Benefits of perfecting the sales process

Without proper guidance and resources, sales professionals often find themselves in a sales slump, repeating the same ineffective strategies and techniques. Crafting the perfect sales process flowchart can provide invaluable structure and guidance, helping you sell smarter and faster. 

Here are just a few of the many advantages that come with having an effective sales process:

Enhances clarity and understanding

A good sales process flowchart will provide clarity and insight on every step of the sales journey. All stakeholders, from C-level executives to frontline sales reps, will better understand the sales process and how they fit into it. 

This can help reduce confusion, eliminate redundancies, and streamline operations. Team members will know exactly what they need to do and when.

Improves consistency and standardization

While sales processes vary from business to business and industry to industry, having a comprehensive sales flowchart helps to establish consistency and standardize processes and procedures. 

With a well-defined process, everyone will follow the same rules and use the same strategies when contacting prospects, conducting demos, handling objections, and closing deals. This can lead to more repeatable and predictable sales cycles, increased efficiency, and better performance.

Acts as an efficient training tool

It can be hard to train new team members on the intricacies of a sales process if there are no standard processes in place. A process flowchart offers a step-by-step guide, providing new hires with an easy-to-follow roadmap outlining the key steps and objectives of your sales operations.

Helps identify bottlenecks

The visual nature of a process flowchart makes it easy to identify potential bottlenecks, issues, and inefficiencies in the sales process. You can quickly identify areas that take too much time, drain resources, or cause unnecessary delays. 

This can help you strategically tweak and optimize your sales process, resulting in faster and more accurate decision-making. 

A customer relationship management (CRM) system with robust sales process flowchart templates can help you identify issues in real time, devise corrective measures, and improve overall performance.

Improves accountability and role definition

A process flowchart can help define roles, responsibilities, and expectations, making it easier to hold everyone accountable for their actions. You can quickly establish who is responsible for what and when. 

This can help reduce conflicts, improve collaboration and communication, and encourage accountability, ultimately optimizing your sales activities, results, and team productivity.

Partner with Accrue Savings to boost your sales process today

To sum it all up, crafting an effective sales process flowchart isn’t just some administrative chore — it’s an opportunity to create a strategic roadmap leading to closed deals and happy customers. It brings clarity and understanding, offers consistency and standardization, doubles as a training tool, increases accountability, and clarifies roles.

Partnering with Accrue Savings can help you drive brand loyalty and acquire more customers. Our co-branded FDIC-insured wallet strengthens customer relationships by driving engagement and simplifying the buying process. 

When prospects discover Accrue Savings on your website, they create a free account and open a wallet. To complete their purchase, they fund it through one-time transfers, recurring transfers, or cash deposits.

Win more customers and generate more sales today with Accrue Savings business solutions!

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Crafting the perfect sales process flowchart: A comprehensive guide

October 11, 2023

A meticulous sales process flowchart is the backbone of every successful business. It provides clarity and structure to the customer journey, helping sales teams consistently deliver a powerful message, build strong customer relationships, and optimize conversion rates.

But crafting a perfect sales process flowchart that effectively maps out customer journeys and propels sales goals is no small feat. It takes a lot of planning and testing to get it right.

This guide will help you create an effective, scalable sales process flowchart that you can use to maximize results and drive success. Keep reading to learn what a sales process flowchart is, why it’s crucial to have one for your business, and the steps you can take to craft the perfect flowchart.

What is a sales process flowchart?

A sales process flowchart visually represents your business’s customer journey from initial contact to post-sale support, illustrates each step in the sales cycle, and maps out customer interactions. It typically includes lead generation, lead qualification, product demonstration, negotiation, and closing.

A sales process flowchart aims to provide clarity, structure, and visibility into the sales process, enabling teams to identify and close more deals faster. It allows sales teams to better understand customer needs and behaviors, prioritize activities, and provide personalized customer experiences. 

The 7 steps of selling

Your business type, the products or services you sell, and your target market will determine your unique sales process. However, regardless of the details, the fundamentals of the selling process are the same.

1. Define the objective and prospecting

Before you even plot out your sales process flowchart, it’s crucial to clearly understand what you’re hoping to achieve. This means establishing concrete, measurable objectives aligning with your business goals.

  • Are you looking to expand your customer base?
  • Increase average deal size?
  • Improve customer retention rates?
  • Boost customer satisfaction?

Whatever your objectives, ensure they’re specific, realistic, and tied to a specific timeline. Once you’ve defined your objectives, you can move on to the most critical step of selling — prospecting.

Prospecting is identifying and engaging potential customers through market research, targeted ads, outreach campaigns, cold calling, or emailing. It’s a critical step in the sales process flowchart, as it helps sales managers and teams identify qualified leads and maximize conversion rates.

A well-defined prospecting process can mean the difference between a sales pipeline full of potential and one that’s, well, just a pipe. 

LinkedIn Sales Navigator is a great tool for prospecting within your target audience. When you have a solid understanding of who you’re selling to, you’re ready to move on to the next stage of the sales process.

2. Build relationships with qualifying prospects

This step of the sales process flowchart is all about understanding customer needs, building trust and relationships with prospects, and providing value. This means addressing customer pain points, demonstrating your product or service’s value to the customer, and proving that you can deliver what they need.

Here, it’s essential to focus on what the customer wants and needs rather than just trying to make a quick sale. Demonstrate your knowledge and expertise to build trust and credibility.

This is where excellent customer service comes in. Helpful conversations, personalized follow-ups, and timely responses are key to encouraging customers to move further down the sales funnel. You’ll also likely need sales enablement tools like demos, presentations, and trial offers to convince customers of your value proposition.

3. Vet prospects by researching them.

After you’ve built a rapport with your prospective client, it’s time to do some detective work. Researching your prospects helps you understand who they are, their needs, and how to best meet those needs. 

It also helps you gauge the size of the opportunity, identify who’s in decision-making positions, and assess the likelihood of closing a deal.

Remember, this isn’t a step you can take lightly or brush under the corporate rug. Why?

Understanding the company’s business model, products or services, market position, competitors, and unique challenges can help you tailor your pitch and demonstrate how your product or service can solve their particular problems or enhance their workflows.

This is also an excellent opportunity to uncover your new clients’ buying patterns and preferences to personalize your sales process further. This way, you’re not just pitching a product — you’re pitching a solution to their problem

4. Deliver a promising sales pitch

Now that you’ve done your research and understand your prospect’s needs and challenges, it’s showtime! This is where you deliver a great sales pitch that will make your prospect sit up and pay attention.

The key to nailing this step is to remember that an effective pitch isn’t about rattling off a laundry list of your product or service’s features. It’s about telling a compelling story that resonates with the prospect and paints a vivid picture of how your product or service can solve their problems and make their life easier. It’s more like a mini-presentation than a sales pitch.

Listen to the prospect’s feedback during the demonstration and adapt accordingly. If they seem overwhelmed, simplify. If they seem engaged, dive deeper. A good demonstration isn’t a one-way street — it’s a dialogue that helps you and the prospect understand each other better.

5. Handle any and all objections professionally

Objections are common in sales. They’re simply part of the process. But how you handle these objections can be the make-or-break moment in your sales strategy.

Think of objections as opportunities, not roadblocks. Sounds odd, right? But stay with us here.

Each objection is a chance to dive deeper into the prospect’s needs and concerns, gain greater insight into their decision-making process, and find creative solutions to their problems.

Handling objections with grace and professionalism helps you build trust with your prospect. It shows them that you understand their concerns, value their input, and are willing to address their issues.

Don’t get defensive or dismissive — listen to what they say and respond empathetically. The better you handle objections, the better you’ll become at nurturing relationships and converting prospects into customers.

6. Close the deal

Closing the deal is the cherry on top of your sales process flowchart and every marketing team’s goal. This stage is as crucial as it is rewarding, as it translates all your efforts, research, and relationship-building into tangible results: sales.

But why is it so important?

Closing a deal signifies a successful sales process and contributes to your company’s revenue and growth objectives. It’s the difference between having a pipe dream and a functioning sales pipeline. More closed deals mean more business — and more business means more revenue.

Keep an eye out for signs that the customer is ready to buy: positive body language, interest in pricing options, and specific questions about implementation and onboarding. This is your cue to shift into closing mode and seal the deal. Ask them to clarify their needs, address any remaining objections or questions, and present the final offer.

7. Nurture deals and improve processes

A common mistake many salespeople make is stopping after they’ve closed the sale. But closing isn’t the end of your customer journey — it’s just the beginning. You need to care for existing customers just as much as new prospects, as customer retention is vital to your sales strategy.

So, after you close the deal, follow up with customers to meet their expectations and ensure they’re satisfied with their purchase. This could be through an onboarding phone call or a quick email checking in to see how they’re doing.

Customer feedback is also an invaluable source of insights. Ask your customers for honest and constructive feedback, and use their input to refine your sales methodology. Track and measure customer success metrics such as retention rates, churn rates, and satisfaction scores to improve your business processes and optimize customer service.

Finally, keep an eye out for upselling and cross-selling opportunities. If you’ve done a good job of nurturing relationships and building trust with your customers, they’ll be more likely to invest in additional products or services. Play the long game — focus on delivering value over time instead of trying to make a quick buck.

Benefits of perfecting the sales process

Without proper guidance and resources, sales professionals often find themselves in a sales slump, repeating the same ineffective strategies and techniques. Crafting the perfect sales process flowchart can provide invaluable structure and guidance, helping you sell smarter and faster. 

Here are just a few of the many advantages that come with having an effective sales process:

Enhances clarity and understanding

A good sales process flowchart will provide clarity and insight on every step of the sales journey. All stakeholders, from C-level executives to frontline sales reps, will better understand the sales process and how they fit into it. 

This can help reduce confusion, eliminate redundancies, and streamline operations. Team members will know exactly what they need to do and when.

Improves consistency and standardization

While sales processes vary from business to business and industry to industry, having a comprehensive sales flowchart helps to establish consistency and standardize processes and procedures. 

With a well-defined process, everyone will follow the same rules and use the same strategies when contacting prospects, conducting demos, handling objections, and closing deals. This can lead to more repeatable and predictable sales cycles, increased efficiency, and better performance.

Acts as an efficient training tool

It can be hard to train new team members on the intricacies of a sales process if there are no standard processes in place. A process flowchart offers a step-by-step guide, providing new hires with an easy-to-follow roadmap outlining the key steps and objectives of your sales operations.

Helps identify bottlenecks

The visual nature of a process flowchart makes it easy to identify potential bottlenecks, issues, and inefficiencies in the sales process. You can quickly identify areas that take too much time, drain resources, or cause unnecessary delays. 

This can help you strategically tweak and optimize your sales process, resulting in faster and more accurate decision-making. 

A customer relationship management (CRM) system with robust sales process flowchart templates can help you identify issues in real time, devise corrective measures, and improve overall performance.

Improves accountability and role definition

A process flowchart can help define roles, responsibilities, and expectations, making it easier to hold everyone accountable for their actions. You can quickly establish who is responsible for what and when. 

This can help reduce conflicts, improve collaboration and communication, and encourage accountability, ultimately optimizing your sales activities, results, and team productivity.

Partner with Accrue Savings to boost your sales process today

To sum it all up, crafting an effective sales process flowchart isn’t just some administrative chore — it’s an opportunity to create a strategic roadmap leading to closed deals and happy customers. It brings clarity and understanding, offers consistency and standardization, doubles as a training tool, increases accountability, and clarifies roles.

Partnering with Accrue Savings can help you drive brand loyalty and acquire more customers. Our co-branded FDIC-insured wallet strengthens customer relationships by driving engagement and simplifying the buying process. 

When prospects discover Accrue Savings on your website, they create a free account and open a wallet. To complete their purchase, they fund it through one-time transfers, recurring transfers, or cash deposits.

Win more customers and generate more sales today with Accrue Savings business solutions!