Sales process: Closing deals
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features
Lead generation and Lead engagement use cases described the methods used to generate, manage, and engage the leads. Eventually, qualified leads are converted to deals. In this use case we will discuss the steps the design team follow from deal creation through to closure:
- Send the Design Preference Form when a deal is created
- Schedule a task for the Design Consultant to call the client once the form is submitted
- Send the calendar link to clients to schedule a site visit for the Design Consultant
- Get an e-signature on the agreement draft and product purchase invoice
- Streamline the deal management process
- Assess key metrics like design consultant performance, deals in pipeline, and lost deals
Orange Interiorz email their Design Preference Form to the customer to capture their ideas and preferences. The form is integrated with with the Deals module and it is automatically sent to the clients as soon as a deal is created in CRM.
Calendar booking
The design consultants visit the project site to take measurements and discuss their ideas for the space. They allow the clients to book a convenient time for the site visit by sending an email with the available time slots.
The design consultants visit the project site to take measurements and discuss their ideas for the space. They allow the clients to book a convenient time for the site visit by sending an email with the available time slots.
Before proceeding with the project, the design consultants need signed copies of the agreement draft and invoice, which they send via email. The clients give e-signatures and send the documents back to the consultants. These signed documents are added to the client's CRM record for future reference.
Blueprint
Orange Interiorz streamlines their deal management process using blueprint. The consultant can only move to the next stage of the deal after the transition conditions are fulfilled. For example, if the agent wants to move the deal from the Call Completed stage to Site Visit Completed, they will need to fulfil the Site Visit transition, that requires the consultant to add notes and check the items in the checklist.
Orange Interiorz streamlines their deal management process using blueprint. The consultant can only move to the next stage of the deal after the transition conditions are fulfilled. For example, if the agent wants to move the deal from the Call Completed stage to Site Visit Completed, they will need to fulfil the Site Visit transition, that requires the consultant to add notes and check the items in the checklist.
The list of transition and the conditions used in the above blueprint are:
Transition | Before | During | After |
| Client fills out form | Owner: Record owner | - | - |
Call client | Owner: Record owner | Make notes mandatory | Email notification: Share calendar link |
Site visit | Owner: Record owner | 1. Make notes mandatory 2. Checklist | - |
Prepare agreement | Owner: Record owner | - | - |
Client consent | Owner: Record owner | 1. Make attachment mandatory 2. Message: Upload the signed copy | - |
Client rejection | Owner: Record owner | - | - |
Payment | Owner: Record owner | 1. Make attachment mandatory 2. Message: Attach payment confirmation mail from Accounts department | - |
Design in progress | Owner: Record owner | - | - |
Revision | Owner: Record owner | Make notes mandatory | - |
Pending payment | Owner: Record owner | 1. Make attachment mandatory 2. Message: Attach payment confirmation mail from Accounts department | - |
Revision 2 | Owner: Record owner | Make notes mandatory | - |
Collect deposit | Owner: Record owner | - | - |
Deposit not received | Owner: Record owner | - | - |
Deposit received | Owner: Record owner | 1. Make attachment mandatory 2. Message: Attach payment confirmation mail from Accounts department | - |
Orange Interiorz creates reports to assess key metrics such as:
- Deals closing this month
- Deals by stage
- Deals by lead source
- Design consultant performance
- Lost deals
Access your files securely from anywhere
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:
New to Zoho Writer?
Create. Review. Publish.
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
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Designing a Blueprint
Building a process is largely a 3-step procedure. Enter Basic Info: Specify the module, layout, and field for which the process should be created. Define the Process Flow: In the Blueprint Editor, define the process flow right from the Starting or ...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 ...Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...FAQs: Blueprint
What is a Blueprint and how it is useful for my business? Blueprint in Zoho CRM is a sophisticated tool designed to digitally replicate and streamline a business's offline processes within the CRM software. It's particularly beneficial for companies ...Blueprint: Sample Process Flow
Sample Process Flows 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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources