About this template

This template offers a roadmap for a sales company, showing step-by-step how a product goes from an idea to a profit. It uses simple words and clear visuals.

It starts with the basics: money, people, and technology. These are like the building blocks for the whole process. Next, it shows how the product is made, inspected, and ready to sell.

Then, it explains how the product gets to customers. This includes getting it to stores, taking orders, and convincing people to buy it. After that, it's about looking after customers and keeping them happy.

This whole process adds value to the product. The more value you add, the more money the company makes.

How to use this template

Step 1

Click Use this template to open it in the EdrawMax online editor.

Step 2

Click on each part to change the words to match how you sell. For example, if you find new customers on social media, you can change Lead Generation to Social Media Outreach.

Step 3

Add or remove steps as you need. Maybe your sales process has a special step like the Product Demo or Contract Talks. Pick colors that match your company or show different sales steps. Use clear and easy-to-read fonts.

Step 4

Click File, then Export to save it for later. Pick your required format, like a PNG, SVG, or PDF, and there you have it!

Benefits of the template

This template is your roadmap to sales success, not just a fancy chart. Identify every step of your sales process, from finding potential customers to closing deals and making them happy.

This clear view helps you find any roadblocks or areas that need improvement. Maybe you're losing leads too early, or the sales cycle is too slow – it lets you pinpoint those problems.

Once you know where the problems are, you can brainstorm solutions. Make lead generation smoother, improve your sales pitch, or follow up with customers better. It is your guide to working smarter, not harder.

Everyone in your company can benefit from understanding the sales journey, not just the sales team. It helps everyone work together and focus on the same goal: more sales and business growth.

FAQs about this template

  • Value chain analysis begins by clearly defining the company's product or service. Next, identify and detail all activities from sourcing to after-sales support.

  • Value chain analysis breaks down a company's operations. It shows how each part helps the company compete. Businesses find ways to add value, cut costs, and improve by studying core and support tasks.

  • Value share in sales measures a company's portion of its industry's total value creation. It reflects the company's ability to capture value at each process stage.

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