What does the above process flow mean?
This is a pictorial representation of the Deal Follow-up process followed in Zylker Inc. Deals entering this process will go through every stage in the order seen in the picture.
“Transition” refers to the change of state in a process. It is the connecting link between two States, where the conditions for the change are clearly defined. A Transition is made up of three parts - Before, During, and After .
Let's see how we can accommodate all of these points in the Blueprint.
This section guides Transition owners in completing a particular stage in a process by prompting them to enter specific fields, notes, attachments, and other information contextually. For example, in the deal follow-up process, sales reps may be required to enter the discount percent, notes, and attach a few sales documents according to the organization's policy. In such a case, all these details can be mandated in the During Transition section of the Negotiation Transition.
You can add the following fields as optional:
A checklist will be part of your During Transition tab, which, when configured by the manager or the process architect, will be shown to the eligible transition owners. You can also decide if each entry in the checklist is mandatory or optional.
For example, in our Deal follow-up process, the following items could be part of a Negotiation Transition Checklist.
To add checklists
To add associated items
- Tasks
- Meetings
- Calls
- Quotes
- Sales Orders
- Cases
To add a message to the Transition owners
In Zylker's example, an email notification must be automated to the Sales Manager regarding a deal submitted for discount approval. So, choose Email Alerts and associate the required email template.
In a similar manner, you can build conditions for each Transition until the end of the process.
A Common Transition is a Transition that can be executed from all States in a process.
To make this possible, you must make Deal Lost a Common Transition by selecting the checkbox as seen in the following image. Once you do, you will see the Deal Lost Transition in all states.
While formulating a blueprint for your sales process, there are chances that it has to be frequently modified to find the right one. Zoho CRM provides a testing environment called Sandbox for you to check how your blueprint works, without affecting the live data.
See also : Sandbox
In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. These are generic process flows meant to give you the perspective you need to start designing your own Blueprints. You can tweak the States, Tranistions and flow based on your unique needs. Start browsing the gallery now!
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