CRM Blueprint #2: Créer un Blueprint

CRM Blueprint #2: Créer un Blueprint



Bonjour à tous, 

Découvrons comment créer un Blueprint en 3 étapes :

1. Saisir les informations de base
2. Définir le flux du processus
3. Configurer les paramètres de transition




ETAPE 1 : SAISIR LES INFORMATIONS DE BASE

  • Allez dans les Paramètres > Gestion de Processus > Blueprint
  • Cliquez sur Créer un Blueprint
  • Dans la fenêtre choisissez le nom, module, la disposition et la zone pour lesquels le processus est créé



Dans notre scénario, puisque le processus est le suivi des transactions, choisissons le module Deals, le modèle standard et le champ Statut.
Spécifiez des critères pour que les enregistrements entrent dans un processus, le cas échéant. Par exemple, le montant est >5000.
Si vous n'entrez pas de critères, tous les enregistrements créés dans le modèle entreront dans le processus. Cliquez sur Suivant.


ETAPE 2 : DEFINIR LE FLUX DU PROCESSUS

Dans l'éditeur Blueprint , faites glisser et déposez tous les états (étapes) qui font partie du processus en les connectant avec des nœuds.

Créez des transitions en cliquant sur le bouton + entre deux états.
(Pour supprimer une transition, il suffit de faire un clic droit sur la ligne de transition et de cliquer sur Supprimer la transition).





Que signifie le déroulement du processus ci-dessus ?
Il s'agit d'une représentation graphique du processus de suivi des transactions suivi par Zylker. Les transactions qui entrent dans ce processus passent par toutes les étapes dans l'ordre indiqué sur l'image.
  • Les boutons blancs représentent les états du plan directeur (étapes de l'opération).
  • Les boutons verts représentent les transitions (conditions requises pour compléter chaque étape).
Chaque transition que vous configurez est affichée sous forme de bouton (en bleu ci-dessous) sur la page de détails de l'enregistrement.



Pour compléter une transition, cliquez sur le bouton et exécutez les actions mentionnées dans la fenêtre popup qui s'affiche. Si vous réussissez la transition, vous passerez à l'état suivant du Blueprint.
Le bouton bleu Contrat perdu s'appelle une transition courante et apparaît dans tous les états du Blueprint.




ETAPE 3 : LA TRANSITION

"La transition" désigne le changement d'état dans un processus. C'est le lien entre deux états, où les conditions du changement sont clairement définies. Une transition se compose de trois parties : avant, pendant et après.

Par exemple, examinons la transition entre les états "Qualifié" et "Négocié". Dans l'exemple de Zylker, un représentant commercial de Zylker doit saisir le pourcentage de remise et la date de clôture pour compléter la transition. Selon la politique de Zylker, la remise pour un produit ne peut être supérieure à 25%.
Dès que la transition de négociation est exécutée, une notification par courriel doit être envoyée automatiquement au responsable du représentant commercial pour l'informer de la soumission de la transaction.
Voyons comment nous pouvons prendre en compte tous ces points dans le Blueprint.

Avant la transition

Spécifiez les personnes responsables de la transition. Par exemple en choisissant le propriétaire de l'enregistrement, seul lui (et les personnes hiérarchiquement supérieures) sera en mesure de visualiser la Transition.

Définissez les critères qui dictent le moment où cette transition doit être disponible.
Exemple de critères : "La démonstration du produit est terminée". Dans ce cas, la transition ne sera affichée aux enregistrements que lorsque le champ Démonstration du produit sera mis à jour et sera Terminé.

Si vous n'avez pas de telles conditions, vous pouvez ignorer la section sur les critères. Dans ce cas, la transition sera immédiatement visible sur tous les enregistrements.




Pendant la transition

Cette section guide les responsables de la transition dans la réalisation d'une étape particulière d'un processus en les invitant à saisir des champs spécifiques, des notes, des pièces jointes et d'autres informations en fonction du contexte. Par exemple, dans le processus de suivi de l'affaire, les représentants commerciaux peuvent être tenus de saisir le pourcentage de remise, des notes et de joindre quelques documents de vente conformément à la politique de l'organisation. Dans un tel cas, tous ces détails peuvent être mandatés dans la section Pendant la transition de la transition de négociation.

Vous pouvez ensuite personnaliser les différents champs selon votre besoin.




Après la transition

Définissez les actions qui seront automatisées à la fin de la transition. Les actions qui peuvent être automatisées dans la section.



Transition commune : une transition qui peut être exécutée à partir de tous les états d'un processus.

Par exemple, dans un processus de suivi d'une affaire, vous savez généralement si vous avez gagné ou perdu une affaire après que l'enregistrement soit passé par plusieurs étapes telles que la qualification, la négociation, l'approbation de la remise, etc. La transaction perdue est donc une transition qui n'est disponible que vers la fin du processus. Mais supposons qu'un client ne montre aucun intérêt et que vous souhaitiez abandonner une affaire à l'étape de la qualification elle-même. Dans ce cas, vous devez être en mesure d'exécuter la transition "Contrat Perdu" à ce moment précis - plutôt que de passer par toutes les étapes intermédiaires.

Pour que cela soit possible, vous devez faire de l'abandon de l'accord une transition commune en cochant la case comme indiqué dans l'image suivante. Une fois que vous l'aurez fait, vous verrez la transition "Contrat Perdu" sur tous les états.




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