Process Maps

Sales and Marketing Process Map

The Sales Process Map provides an overview of how to generate leads, optimize your lead flow, and close more business. You can customize it to fit your business process and use it as a training tool.

Sales_process_map_slides


(Download the Powerpoint or the PDF version)

The overview slide below provides a set-by-step illustration of how you can use Salesforce and Google AdWords together to attract new customers and grow your business.

Salesforce_for_google_adwords_2

Additional Process Maps: Sales and Marketing, Activity Management, Service and Support, PRM 

16 Comments

Fernando Rivas Plata
September 9

I think this is a useful tool.

Masayoshi Yasuda
September 16

Start point to understand the basic process map implemented by Salesforce.com's services.

Maria
September 21

I have a question regarding this map - archived leads - are those just the leads that were closed (i.e. status changed to closed) or is there a specific process for archiving the leads and closed opportunities?

Jamie
September 21

No, archived leads just means you've flipped the status to archive. The reason you want to archive the lead vs. delete it is because you want a historical record that this individual expressed interested at some point in the past. Most marketing teams have a system for re-marketing to their archived leads.

Paul
October 24

How do you archive. The only option I have is Contacted, Open, Qualified, Unqualified? Is there an actual Archive options? Thanks

Jamie
November 2

Paul you can create a lead status for Archive. It's not one of the default values but it's easy to add. Click on setup, customize, leads.

Alexandro Duvot
December 6

I like the way it is easy to understand

Paul Dombowsky
March 10

In our organization, some of the best opportunities have come from leads that were archived and then nurtured by our marketing department. This conversation is valued by prospects because they don't feel they are constantly being sold to. When they're ready - they will put their hand up and let you know. Sales seems to have little interest (in my experience) with these types of prospects.

Letty Andrenacci
April 10

We have found the sales process map very useful in customizing for our own consulting business. I am interested in finding other process maps related to 1) an Opportunity moving from PROSPECT to CLOSED WON stages and 2) types of activities tracked on Accounts. - Thanks

Jim
April 27

In my experience, including consulting experience, the sales process varies greatly by size of the organization and the industry. Also, the terminology varies greatly. Consider the word "cases" Salesforce considers this a standard tab, and that may be fine if the sales process involves selling life insurance, medical supplies, etc. But, it means something entirely different to a beer manufacturer, distributor, or grocery store dealing in canned beans.
MY POINT BEING: Salesforce needs to re-think/eliminate its inflexibility on job titles and standard required fields, and perhaps make process maps by industry, rather than one size fits all.

robert
June 5

When are non-junk leads moved over to contacts? After the campaign? Only qualified sales opportunities?

I'm a little unclear on the best practice here.

Jamie
June 6

When a lead is qualified it's turned into a contact, account, and opportunity. This takes place between slide 2 and 3. We should probably clarify that on the map. Good suggestion.

Tezhart Elvandiar
June 14

With all this world's convergence, this helps our NGO's best practices on empowering our women's communities! Enlights us!

Eva
June 21

What if marketing wants to do a follow-up on closed-dead leads, where do we find the contact information since the leads were never converted?

Jamie
June 25

Eva to market to deaded leads you can create a view on the leads tab. All the contact information should be there so you can create a mass email or call down.

Stephen Welton
July 9

We are looking forward to taking on these best practices and growing with Salesforce. Seeing things visually helps us work through our sales process start to finish. Thanks