[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter. Register for one of the three webinars listed below where we discuss new features in the context of real time business challenges, spanning across these tools:
Webinar 1 - Discussing CPQ end-to-end for a business process [Completed - Watch recording here]
Webinar 2 - How to use Parallel Transitions to maximise Blueprint efficiency
Webinar 3 - CommandCenter and Blueprint - Use both in tandem to automate a single business process
Webinar 2 - Multiple and Parallel transitions in Blueprint
Blueprint is Zoho CRM's business process enforcer tool. Be it any process followed in an organization, there's always an optimal way to do things. Specific data that needs to be captured, a list of actions to be performed, or automated activities that need to be set at the right moment in a prospective customer's journey. Parallel transitions allows mandation of activities that need to run parallelly, to be completed in unison before the record can move further along its journey. Blueprint now also allows providing users with multiple optional transitions between two states.
Webinar Schedule:
Webinar 3 - Use Blueprint and CommandCenter in tandem for business process automation
In this webinar, we'll go over:
- What each of these features aim to do and the business challenges that they each individually address
- A discussion exploring how a business process can be defined for an organization and as we do this, we'll clearly define and automate at which points in a record's journey different users in the organization would need to interact with the record. We'll also configure a timely sequence of automated actions based on signals. In short, we'll see how to configure and use both Blueprint and CommandCenter, contextually and simultaneously.
Webinar Schedule:
More Details on CPQ:
Quote creation and getting it approved eats up quite a chunk of any sales team's time. A lot of quote approval requests are based on criteria that could've just as easily been automated. Not just that, in the absence of these approvals, discounts or prices offered could go the other way and be too indulgent that it ends up costing the business instead. Sales teams also spend time in trying to understand customer requirements to figure out which products or services they'd be interested in trying out.
Product Configurator - When a certain product or service is selected for purchase, various actions could be automated to support upselling other products/services offered. Product Configurator automatically adds in these products when a primary product is selected, or suggests these supporting products to the salesperson who provides the quote.
Price Rules - Contextual pricing for customers is vital to prevent drop-offs. Pricing needs to be adjusted based on several factors such as region, multiple items bought, referrals etc. Price rules fix prices and discounts offered to ensure that nothing too high/low is offered, to make the sale and still generate revenue.
More details on Parallel and Multiple Transitions in Blueprint:
Blueprint lets us break down the process a record follows into a series of states. Further still, these states can be connected through transitions that display as buttons to user(s) in an organization. This gives CRM administrators leverage to direct and streamline the way its done, and automate some of the actions simultaneously as the business process progresses.
We're glad to introduce a handful of additions to Blueprint:
Parallel Transitions : A business process has quite a few sub-processes. And for a prospective customer or any record to move to its next stage, there's often a need for multiple actions to be sometimes performed by multiple departments, teams, or people simultaneously. Parallel Transitions let's us define multiple sub-transitions to run in parallel between two states.
Multiple Transitions : Blueprint already lets us configure different transitions that allow a record to reach different states. Sometimes, however, there are multiple optional paths or actions that a user can select from to move a record to its next state. Multiple Transitions allows configuration of multiple transitions between two states in a Blueprint, allowing the user the freedom to choose one.
Filters in Blueprint : Criteria set within a Blueprint lets us choose which records enter a Blueprint once it's created. But when you've already got a lot of records in your system you'd like to enforce your Blueprint process for, Include Blueprints lets you have your Blueprint configured for them as well. It also provides criteria based exclusion capabilities.
More details on Using CommandCenter and Blueprint together for a business process:
Process Management and the automation that comes with it goes a long way in simplifying processes, providing direction, automating a lot of actions at the right time, and tracking customer behaviour. CRM offers two major process management features - Blueprint and CommandCenter.
Blueprint is a process enforcing tool that defines your business process. It allows an admin the ability to divide a business process up into action blocks for user(s) in your organization. What shows up as a sequence of action blocks, each of them are configured to display contextual information, checklists, fields from the record that needs to be filled and more, by users in an organization. It also allows the creation of automated actions at the end of each of these blocks.
CommandCenter's finish line is a display of the journey a record takes throughout this business process. It breaks down an entire business process too, but unlike Blueprint that guides a user through their actions to guide a record's journey, CommandCenter sets up a flow of automated actions, each triggered by the customer's interactions with the system, otherwise called signals.
Recordings of the webinars will be updated here after the webinar is over, so watch this space for more.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sushmitha B
Mary
Administração Dataland ADM
Ishwarya SG
Solutions to Success - Jason
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeksCRUD actions for Resources via API
Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"Unable to Assign Multiple Categories to a Single Product in Zoho Commerce
Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one categoryオンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zohodoubts about customer happiness in zoho desk
Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to theCOQL API in JS Widget only pulling 200 records
Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?Standard Description Field - Can I change label or add dd tooltip
Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childAbility to CC on a mass email
Ability to CC someone on a mass email.Different Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.Shift Question
Can someone explain why it says weekend during Monday-Friday? Manager set Zoho up and has handed over to me and I can't get figured out how to change this.Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.Customizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundAbility to Edit Ticket Subject when Splitting a Ticket
Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notificationAutomatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when newReopen ticket on specific date/time
Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)Column letter from number
Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank youAPI credit COQL COUNT
The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?Weekly Tips : Save Time with Saved Search
Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—youRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanOrganize and manage PDFs with Zoho PDF Editor's dashboard
Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: UploadCustom function return type
Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. AddingPassing Info from Function to Client Script
Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function toDrag 'n' Drop Fields to a Sub-Form and "Move Field To" Option
Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice toZoho Payroll for Canada
Is anyone else having problems getting setup for Canada?Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andUser Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoDisable Zoho Contacts
We don't want to use this app... How can we disable it?Default Ticket View - Table?
Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JVZoho One IS BUGGY
Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feelsPaid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? TheMerge Fields that previously worked are now giving an Error!
Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.MailingClarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers
Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create andCRM Cadences recognise auto-responses
I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponseApp for Mac OS X please!
It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,Facing Issues with Sites Mobile font sizes
my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line spaceZoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!
Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what'sNext Page