[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter. Register for one of the three webinars listed below where we discuss new features in the context of real time business challenges, spanning across these tools:
Webinar 1 - Discussing CPQ end-to-end for a business process [Completed - Watch recording here]
Webinar 2 - How to use Parallel Transitions to maximise Blueprint efficiency
Webinar 3 - CommandCenter and Blueprint - Use both in tandem to automate a single business process
Webinar 2 - Multiple and Parallel transitions in Blueprint
Blueprint is Zoho CRM's business process enforcer tool. Be it any process followed in an organization, there's always an optimal way to do things. Specific data that needs to be captured, a list of actions to be performed, or automated activities that need to be set at the right moment in a prospective customer's journey. Parallel transitions allows mandation of activities that need to run parallelly, to be completed in unison before the record can move further along its journey. Blueprint now also allows providing users with multiple optional transitions between two states.
Webinar Schedule:
Webinar 3 - Use Blueprint and CommandCenter in tandem for business process automation
In this webinar, we'll go over:
- What each of these features aim to do and the business challenges that they each individually address
- A discussion exploring how a business process can be defined for an organization and as we do this, we'll clearly define and automate at which points in a record's journey different users in the organization would need to interact with the record. We'll also configure a timely sequence of automated actions based on signals. In short, we'll see how to configure and use both Blueprint and CommandCenter, contextually and simultaneously.
Webinar Schedule:
More Details on CPQ:
Quote creation and getting it approved eats up quite a chunk of any sales team's time. A lot of quote approval requests are based on criteria that could've just as easily been automated. Not just that, in the absence of these approvals, discounts or prices offered could go the other way and be too indulgent that it ends up costing the business instead. Sales teams also spend time in trying to understand customer requirements to figure out which products or services they'd be interested in trying out.
Product Configurator - When a certain product or service is selected for purchase, various actions could be automated to support upselling other products/services offered. Product Configurator automatically adds in these products when a primary product is selected, or suggests these supporting products to the salesperson who provides the quote.
Price Rules - Contextual pricing for customers is vital to prevent drop-offs. Pricing needs to be adjusted based on several factors such as region, multiple items bought, referrals etc. Price rules fix prices and discounts offered to ensure that nothing too high/low is offered, to make the sale and still generate revenue.
More details on Parallel and Multiple Transitions in Blueprint:
Blueprint lets us break down the process a record follows into a series of states. Further still, these states can be connected through transitions that display as buttons to user(s) in an organization. This gives CRM administrators leverage to direct and streamline the way its done, and automate some of the actions simultaneously as the business process progresses.
We're glad to introduce a handful of additions to Blueprint:
Parallel Transitions : A business process has quite a few sub-processes. And for a prospective customer or any record to move to its next stage, there's often a need for multiple actions to be sometimes performed by multiple departments, teams, or people simultaneously. Parallel Transitions let's us define multiple sub-transitions to run in parallel between two states.
Multiple Transitions : Blueprint already lets us configure different transitions that allow a record to reach different states. Sometimes, however, there are multiple optional paths or actions that a user can select from to move a record to its next state. Multiple Transitions allows configuration of multiple transitions between two states in a Blueprint, allowing the user the freedom to choose one.
Filters in Blueprint : Criteria set within a Blueprint lets us choose which records enter a Blueprint once it's created. But when you've already got a lot of records in your system you'd like to enforce your Blueprint process for, Include Blueprints lets you have your Blueprint configured for them as well. It also provides criteria based exclusion capabilities.
More details on Using CommandCenter and Blueprint together for a business process:
Process Management and the automation that comes with it goes a long way in simplifying processes, providing direction, automating a lot of actions at the right time, and tracking customer behaviour. CRM offers two major process management features - Blueprint and CommandCenter.
Blueprint is a process enforcing tool that defines your business process. It allows an admin the ability to divide a business process up into action blocks for user(s) in your organization. What shows up as a sequence of action blocks, each of them are configured to display contextual information, checklists, fields from the record that needs to be filled and more, by users in an organization. It also allows the creation of automated actions at the end of each of these blocks.
CommandCenter's finish line is a display of the journey a record takes throughout this business process. It breaks down an entire business process too, but unlike Blueprint that guides a user through their actions to guide a record's journey, CommandCenter sets up a flow of automated actions, each triggered by the customer's interactions with the system, otherwise called signals.
Recordings of the webinars will be updated here after the webinar is over, so watch this space for more.
Topic Participants
Sushmitha B
Mary
Administração Dataland ADM
Ishwarya SG
Solutions to Success - Jason
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
Recent Topics
OS X Notebook quits immediately upon launch
NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>LogCan External users upload files or images to WorkDrive?
I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?Multi-line fields character limits
Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone. Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.Taz bot not working — What should I do to resolve this issue?
I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!OneNote Migration
I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancelSet various time slot reminders for task and event
Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min andZoho Calendar not functioning---cannot edit, add attendees, etc.
Hello, My calendar is acting strange. I'm using Chrome as my browser and pop ups are not blocked (the calendar worked fine yesterday). When creating an event, I'm not able to "edit" the event and add attendees, etc. The link is non-responsive. I cannotSpilt Axis for stacked column and line graph
Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stackedPin a note on top
Dear Zoho Notebook Team, Please highly consider adding ability to pin a note on top and arrange pinned notes. I have a lot of notes that I want to pin important ones on top and this feature is missing badly. Thank you.Windows 11 app ver 2.2.8
I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected toDeluge Script: Onboarding → Access Form
Hello everyone, Edit: Sorry, I think I put this topic in the wrong section. I’ve recently run into an issue that’s been giving me a bit of a headache for the past few weeks. Context: This is my first time using Deluge to create a script, but it’s notWindows Device Authentication
We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, itHow can I change spell check language?
I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it fromMail is so slow - doesn't even work!
Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the uselessUser marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.
I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that itMy domain did not activate
Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?how to see if a specific contact opened an email in zoho campaign?
how to see if a specific contact opened an email in zoho campaign?Revenue Management: #8 Revenue Recognition in Educational & Training Institutions
Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.Using files from Zoho CRM in Gemini/ChatGPT/Claude
Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documentsEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMaximum file limit in zoho people LMS
Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ OperationsDynamically prefill ticket fields
Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the sellerOptimize your Knowledge Base for better visibility by allowing search engine crawling and indexing
All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, itHas anyone created a public ASAP Guide that I can check out?
I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spendZoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynoteWhat’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expandedZoho MCP has no tools for Creator or 3rd Party Apps?
I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.Zoho Forms - Zoho Drive connection - Shared Drives not supported
Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat needCan't create package until Bill created?
I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normallyWhats the Time out Limit for API Calls from Deluge?
Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the defaultHow to get the authorization code for domain transfer from Zoho?
I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, ArunI have error AS101 when I try to add paypal@mydomain.com to Zoho
Please help me with this. I tried to call the help line 4 times but don't get any response.Tip #3: How to change your booking page language
Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let'sHow can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?
Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:Diff signature for compose new email and replies
Hi, How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.Zoho Website Site Speed Up & Setting
We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >Clickjacking: Zoho Vault's Response
Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, IndependentNext Page