Right from the moment you capture a lead in your CRM system up until deal closure and beyond, your organization may have several sales processes in place. For instance, leads generation and follow-up, deals closure and order management. Each of these processes has several stages, and different teams may be responsible to complete each stage. At this point, one needs to take a moment to see if the CRM dictates how these processes should be executed.
Consider the Deal Follow-up process for example. This process has many stages such as qualification, negotiation, value proposition, and legal review until finally the deal is closed won/lost.
When the process your business determine is not captured in the software accurately, there is no assurance that it is followed in the right manner. There may be inconsistencies, gaps, and leeways in the process.
That is the problem that Blueprint aims to solve.
Zoho CRM's Blueprint is simply an online replica of a business process. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes.