A solid CRM system revolves around a predictable and trackable sales process. Here's a breakdown of the typical flow followed in most CRM platforms like Salesforce, EspoCRM, Zoho, or your own custom-built solution.
๐ผ Sales Process Overview:
Lead โ Opportunity โ Quote โ Order โ Invoice
This is the backbone of most B2B sales workflows, where each stage reflects a deeper commitment from the potential customer.
1. ๐งฒ Lead โ Initial Interest
A Lead represents someone who has shown interest in your product or service but hasnโt been qualified yet.
๐ Example:
John from โAcme Corpโ fills out the Contact Us form on your website, asking about your CRM solution.
Typical Fields in a CRM:
- Name, Email, Phone
- Company Name
- Source (Website, Ad, Referral)
- Assigned Sales Rep
- Lead Score
- Status (New, Contacted, Disqualified, etc.)
๐ Goal: Determine if the lead is a good fit โ and if so, convert them into a Contact, Account, and Opportunity.
2. ๐ฐ Opportunity โ Qualified Deal in Progress
Once the lead is confirmed to be serious and potentially ready to buy, it's converted into an Opportunity.
๐ Example:
You have a discovery call with John. He's a decision-maker with a budget and wants to purchase a CRM within 30 days.
You create:
๐ Opportunity Name: โCRM Deal with Acme Corpโ
Common Fields:
- Deal Value (e.g., \$2,500)
- Stage (e.g., Proposal, Negotiation)
- Expected Close Date
- Probability %
- Linked Contact & Account
๐ Goal: Track deal progress and activities like calls, demos, or meetings.
3. ๐ Quote โ Formal Price Proposal
When your customer wants exact pricing, you issue a Quote, which includes itemized costs, terms, and validity.
๐ Example:
๐งพ Quote #Q-2025-043
"CRM Pro Plan โ 10 users"
Quote Fields:
- Quote Number
- Products/Services
- Unit Price, Quantity, Taxes, Discounts
- Total Amount
- Expiry Date
- Status (Draft, Sent, Accepted, Rejected)
๐ Goal: Share formal pricing โ wait for customer acceptance.
4. โ Order โ Purchase Confirmed
The customer accepts the quote. An Order is generated, indicating commitment.
๐ Example:
๐ฆ Order #ORD-34324
Quote accepted โ the sales team triggers account setup.
Order Fields:
- Linked Quote
- Billing Info
- Delivery Terms or Provisioning Status
- Order Date
- Internal Notes
๐ Goal: Fulfill the order โ activate services or ship product.
5. ๐ณ Invoice โ Payment Request
Once the service is delivered or the order is processed, the system issues an Invoice to collect payment.
๐ Example:
๐ Invoice #INV-2025-102
\$500 due by June 5, 2025
Invoice Fields:
- Invoice Number
- Linked Order/Customer
- Due Date
- Payment Status (Unpaid, Paid, Overdue)
- Tax Breakdown
๐ Goal: Get paid โ mark invoice as settled.
๐งญ Recap: Sales Flow in Action
Lead (Interest)
โ
Opportunity (Qualified)
โ
Quote (Price Proposal)
โ
Order (Confirmed)
โ
Invoice (Payment)
Each step involves specific data, people, and workflows that help your team manage and scale the sales cycle efficiently.
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