The document outlines sales flowcharts for new and existing business in both B2B and B2C contexts. It shows the process from lead generation and assignment to follow up, qualifying leads, converting leads to prospects, creating opportunities, following up on opportunities, and whether deals are won or lost. It also includes using customer databases to generate sales for existing customers through campaigns and cross-selling or up-selling. Definitions of B2B and B2C are provided along with contact information.

1. Sales Flowchart – New Business (B2B)
Campaign
(Email, Advt., etc)
Lead Generation
Assign Leads to
Lead Managers
Follow up
Lead
Qualified Junk
? Leads
Convert Lead to
Prospect
Account Opportunity Contact
(Company) ($$$) (Business Card)
Follow up
Buy? Deal Lost
Deal Won
1 CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document

2. Sales Flowchart – Existing Business (B2B)
(Cross-Selling & Up-Selling Opportunities)
Customer
Database
Campaign
Success? Offer Better
Service
Opportunity
($$$)
Follow up
Buy? Deal Lost
Deal Won
2 CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document

3. Sales Flowchart – New Business (B2C)
Campaign
(Email, Advt., etc)
Lead Generation
Assign Leads to
Lead Managers
Follow up
Lead
Qualified Junk
? Leads
Convert Lead to
Prospect
Contact Opportunity
(Business Card) ($$$)
Follow up
Buy? Deal Lost
Deal Won
3 CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document

4. Sales Flowchart – Existing Business (B2C)
(Cross-Selling & Up-Selling Opportunities)
Customer
Database
Campaign
Success? Offer Better
Service
Opportunity
($$$)
Follow up
Buy? Deal Lost
Deal Won
4 CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document

5. Definitions
B2B – Business to Business (One business selling products/services to another business)
Ex: Company selling products to another company
B2C – Business to Consumers (Businesses selling products/services to individuals)
Ex: Individual person purchasing books from Amazon.com
For more details refer: http://zohocrm.wiki.zoho.com
Contact Information:
S.S.G.Gopal
Ph: 925-965-6387
Skype: sripadag
Email: gopal@zoho.com
Wiki: http://zohocrm.wiki.zoho.com
Blog: http://blogs.zoho.com
5 CRM – Sales Flow Chart | © AdventNet Inc, Confidential Document