Ask the Experts: Q&A session on Blueprint in Zoho CRM

Ask the Experts: Q&A session on Blueprint in Zoho CRM


Hey folks! 

 

Welcome to the first Ask the Experts session of 2018! We're kicking off this year with one of Zoho CRM community's most popular topics—Blueprint. 

 

Blueprint is one of Zoho CRM’s most efficient features:It helps you design and define your sales process at every stage. The simple drag-and-drop interface makes it simpler and easier to visualize your process flow. Blueprint covers everything an user will need to move from step to step, and it bundles the configuration neatly. If you've encountered these sales challenges; 

 

  1. Do your sales reps take time to understand what's needed and what isn't at the different stages of the sales cycle? 
  2. Do they miss vital information during sales followup or closure?
  3. Is your data integrity affected when your sales team grows in head count? 
  4. Does invalid data or dummy data make your reports inaccurate? 
  5. Do you find it difficult to incorporate best practices because work isn't streamlined?? 


Well, Blueprint addresses all these sales challenges. 

 

In this session, we'll invite questions about using Blueprint in Zoho CRM:

 

1. Regular Blueprint vs. continuous Blueprint


2. States and transitions  
3. Usage reports  
4. Points to remember  
5. Use cases  


 

You know how this plays out: We'll have a panel of product experts set to offer answers If you have questions you'd like them to address, please comment below. Please feel free to go ahead and start posting your questions right away as comments below. 

 

We'll respond to your questions in real-time in the CRM forum from 5 :30 - 10:30 A.M. (PST) | 1:30 - 6:30 P.M. (GMT) on Jan 30.