Sales and customer process templates
Sales and customer process map templates: lead qualification, pipeline management, customer onboarding, support escalation, complaints and refunds, each with a ready-made swimlane flowchart.
Sales and customer process templates in this category
- Customer onboarding process flowchart — Customer onboarding process flowchart with swimlanes for customer, sales, onboarding, finance and support, from contract signature to steady-state account.
- Customer complaint escalation flowchart — A customer complaint escalation flowchart as a decision tree: nine tests on risk, repeat complaints, account value and payment limits, six named outcomes.
- Customer support escalation flowchart (decision tree) — Customer support escalation flowchart: a decision tree of eight tests routing a case to first line, tier 2, engineering, the account owner or a duty manager.
- Customer refund process flowchart (request to money returned) — Customer refund process flowchart: policy and window eligibility, manager goodwill approval, payment verification, refund to the original method, chargebacks.
- Customer support escalation process flowchart (tier 1 to tier 2) — Swimlane customer support escalation process flowchart: first-line attempt, documented tier 2 handover, severity and SLA check, engineering escalation.
- Sales lead qualification process flowchart: MQL to SAL — A swimlane sales lead qualification process flowchart: lead capture, ICP scoring, the MQL decision, SDR cadence, discovery, BANT or MEDDIC and AE handover.
- Sales pipeline process flowchart: opportunity to closed won — A five-lane sales pipeline process flowchart from qualified opportunity to closed won or lost: discovery, demo, validation, pricing, discount approval, close.
- Quote-to-cash process flowchart (opportunity to cash collected) — Quote-to-cash (Q2C) process flowchart: configure and price the quote, clear the discount ladder and the legal review of non-standard terms, issue the quote, book the order, invoice the milestone and collect the cash.
- Customer cancellation process flowchart (request to account closed) — Customer cancellation process flowchart: contract terms and notice period, reason coded before any save attempt, the offer ladder and its limits, final billing, data export, deprovisioning and churn coding.