An Overview of Process Management in Zoho CRM

An Overview of Process Management in Zoho CRM

If you are running a company or are a part of one, you would know the importance of defining business process strategies that lead to success. Various business processes run simultaneously. 


Let’s take sales, for example. When we talk about sales and succeeding at it, it becomes necessary to understand and appreciate the significance of creating well-defined sales processes. Companies have their sales representatives implement various strategies initially, but the key step is to differentiate the ones that work from those that do not. Once it is clear that a process works for succeeding at sales, the work becomes easier.


Zoho CRM is an excellent tool that enables representatives to complete tasks such as lead creation, deal closure, and much more. In addition, it lays down a set of standardized procedures to avoid any inconsistencies, errors, and gaps in the business process.


Implementing Zoho CRM can ensure that the teams follow the proper business process even when the manager is not supervising. In this blog, we will attempt to get an overview of the process management that the implementation of Zoho CRM makes easier. Let’s begin by understanding how Zoho standardizes business processes.


How Does Zoho CRM Make Business Processes Structured?


Business processes can be suitably defined as a wide range of activities performed by users to achieve a specific goal. Regardless of the firm's size, there are myriad activities being planned and implemented each day that is focused on streamlining a business.


Based on the requirements and priorities of a company, business processes can be limited to one department, or they can extend to various departments. No matter the kind of business process that seems vital for a company, the important thing is to avoid overlooking any tasks, errors, and gaps in information. Hence, it is necessary to set a standardized procedure to avoid any gaps.


The process management in Zoho CRM makes it easy to create logical and structured steps so that business processes are productive. In addition, they structure all important things that must be done to reach an optimal result. 


Some of the tools offered by Zoho CRM that make process management easier are: 


Zoho Blueprints:


Zoho Blueprint is one of the finest process management tools that maximize the use of automation for completing the same business process repeatedly. It is basically like a guide that moves from 1 to 2 to 3 without any option to skip even one step in between.


You can consider a blueprint to be a flowchart that stands for an end-to-end operation in the business process. Once you implement Zoho CRM, you can create a blueprint of your business process in a way that helps the business representatives take the right actions. It is like a sales process builder that moves the record to the next step once the conditions for a stage are satisfied.


Approval Process:


Zoho CRM enables the automation of processes that entail the approval of records. The user can define criteria for records that should be considered for the approval process and identify those who should approve the records.

To make this simple, let’s understand with an example. While running a business, there are multiple times when taking some actions requires approval of the senior management. For instance, if the sales representative working at a junior level feels a need to offer a discount to close a deal, the junior may need to get the manager's approval.

​

If multiple decisions need to be approved in the CRM database, it becomes troublesome to sort and sift through records while sending the requests for someone’s approval. The workflow approval in Zoho CRM makes automating approvals way more seamless and practical.


The users can set up the approval process using the “Manage Workflow” option that allows defining criteria based on which the records should be sent for approval. In addition, it is also possible to include a couple of actions that can be performed on the approval and rejection.


Sandbox:


With the growth of an organization, the sales processes grow too and become rather complex. At this point, even a tiny error can be harmful to the end results. So Zoho CRM comes up with Sandbox to ensure that this does not happen.


You can think of Sandbox as a different environment used for testing and validating different business cases in real-time. In other terms, Sandbox is like a simulation that impersonates the existing CRM environment. Sandbox can be used to test various changes before they are pushed live.

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The purpose of using Sandbox is to safeguard the production environment from facing any wrong codes, configurations, etc. Organizations can effectively run various environments for testing and making suitable changes without affecting the present system. After the test has been done, the changes can be implemented.


Conclusion

Zoho CRM is an excellent tool for aligning processes with an organization’s objectives while designing and implementing process architecture. With the proper use of Zoho CRM, you can quickly establish process management systems that align with your business goals and train the representatives to manage processes effectively.


I hope that you learned something new 
Follow me for more such posts!

Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185


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