Tip #30: Sobre los Blueprints y sus transiciones.
Tips and Tricks #30¡Hola a todos!
Como hemos anunciado, este será el último consejo de la serie de Tips and Tricks para CRM en español. ¿Significa esto que no vamos a publicar más contenido de CRM? Absolutamente no. Siendo Zoho CRM uno de nuestros productos más queridos, podréis encontrar más contenido sobre el producto en esta comunidad. En cuanto al consejo de hoy, lo dedicaremos a los Blueprints de CRM. ¡Allá vamos!
Tip #30: Sobre los Blueprints y sus transiciones.
Antes que nada, haré una breve introducción de lo que son los Blueprints de Zoho CRM. Un Blueprint (o Plan de Acción en español) es una solución creada para replicar los procesos empresariales - en el caso de CRM, en muchas ocasiones son procesos de ventas. Un Blueprint te permite definir distintas etapas de un proceso, relacionar unas etapas con otras a través de transiciones, y crear acciones a realizar (o desencadenarse) al avanzar a través del proceso. Facilita la automatización, la validación, y la colaboración entre equipos, haciendo los procesos más eficientes y evitando cortes entre los mismos. Un Blueprint, como bien dice la palabra, es una hoja en blanco donde diseñar un mapa del proceso que quieras representar y automatizar.
Este ejemplo muestra un Blueprint para el proceso de seguimiento de tratos. Aquí, se distinguen las etapas (color blanco), las transiciones (color verde) y la dirección del proceso (flechas) que une las etapas. Cada transición puede contener un número de pasos o acciones a realizarse, lo que indica que el cambio de etapa sólo puede realizarse si dichas acciones (es decir, la transición) se han ejecutado. Esto permite tener un control sobre cómo se realiza el proceso. Veamos, en este ejemplo, qué acciones se requieren para pasar de la Creación del Trato a la Propuesta de Valor, durante la transición Diseñar Trato.
Para avanzar hacia la etapa de Propuesta de Valor, la persona responsable debe realizar una serie de acciones durante la transición. Estas acciones se mostrarán en el registro del trato en el orden en que se observan aquí, para su realización:
Para su modificación en cuanto al orden en el que aparecen, podemos usar las flechas mostradas en la segunda imagen.
Una vez estas acciones se hayan realizado por la persona responsable del trato, esta podrá avanzar y alcanzar una nueva etapa, lo que le permitirá seguir con el proceso de forma ordenada y automatizada.
¡Por cierto! Es probable que hayas notado algunos cambios en Zoho CRM. Eso es porque ya está activa la versión 2020, con nuevas y emocionantes características que te ayudarán a mantener largas relaciones con tus clientes. Puedes conocer más sobre la nueva versión aquí.
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