Inside Sales Process Workflow Template

OpsDog Inside Sales Workflow - Preview Image

Overview: Inside Sales Workflow Template

This workflow template illustrates the submission of qualified sales leads to inside sales staff members and subsequent lead/prospect contact (over the phone, initially), account information update, meeting setting and coordination with outside sales team members to set face-to-face meetings. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Inside Sales processes.

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Process Details and FAQ: Inside Sales

What is included in the Inside Sales process?

The Inside Sales process typically involves coordination/contact between sales leads, marketing staff, inside sales representatives, sales support staff and outside sales representatives to contact and set meetings with sales prospects in hopes of converting them into paying customers. Sales leads are researched and passed off to inside sales team members, who then contact the prospect over the phone. If the lead is interested, the inside sales representative collects additional information and works to set a meeting with an outside sales representative, who will meet with the contact face-to-face.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Inside Sales process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Inside Sales process:

  • Customers/Sales Prospects
  • Inside Sales Representatives
  • Outside Sales Representatives
  • Sales Support Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Inside Sales

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Mapped in BPMN 2.0 format


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