Sales Flowchart
2025-01-08 18:13:21 3 Report
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The Sales Flowchart provides a comprehensive overview of the sales process, highlighting key stages such as customer binding, contract management, and sales target breakdown. It emphasizes the importance of associating customers with contracts and managing these contracts as projects for efficient payment collection. The flowchart outlines the clue conversion process, which transforms leads into business opportunities, supported by regular updates and real-time sales statistics. Additionally, it details the steps for setting sales forecast targets and maintaining a robust sales lead database. This structured approach ensures effective sales management and progress tracking, aiding in achieving sales objectives.
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Outline/Content
Bind the customer
Only customers can be associated with contracts.
Sales process
Real-time statistics on sales collection progress
clue
Regular updates
opportunity/business opportunity
A contract is managed for payment collection as a project.
Break down sales targets
contract
2. Clue conversion process
opportunity
Collection record
Recovery plan
conversion
Set sales forecast targets
1. Add contacts and customers
collections received
Sales Lead Database
Add a contact

Collect

Collect

Collect

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