Blueprint - An Overview
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.
- At which point can a deal go from the “Negotiation stage” to “Discount Approved”?
- Or at which point can you say that a lead has attained the “Contacted” status? After you have contacted them once, twice, five times? If it’s five times, are all your sales reps following the same procedure?
When the process you follow offline is not captured in the software accurately, there is no assurance that it is followed in the right manner. There may be inconsistencies and gaps 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.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Blueprint
Create a mirror image of the entire business process with Blueprint Help guide Blueprint - An Overview Designing a Blueprint Executing a BlueprintCreate a Continuous Blueprint
Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting. Scenario A sales organization wishes to create a continuous ...FAQs: Blueprint in Zoho CRM
Can I edit a Blueprint stage field to go back to a previous state? No. If you have built a Blueprint on a certain status field, you cannot edit this field while a record is still in the Blueprint. However you can use a simple workaround to roll back ...Troubleshooting Blueprint
1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...Executing a Blueprint
Access My Blueprint Records Once the Blueprint has been configured, records meeting the process criteria will enter the process and the Transition Owners mentioned in the Blueprint will be able to execute their respective Transitions. In order to ...