[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter

[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:
2/08/23
12:00 PM AEST | 2:00 PM NZST | 10:30 AM Singapore Time
2/08/23
3:30 PM IST | 11:00 AM BST
3/08/23
9:00 AM PST | 11:00 AM PDT | 12:00 PM EDT


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: 
23/08/23
12:00 PM AEST | 2:00 PM NZST | 10:30 AM Singapore Time
23/08/23
3:30 PM IST | 11:00 AM BST
24/08/23
9:00 AM PST | 11:00 AM PDT | 12:00 PM EDT


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. 




      • 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 numbers

      • Function #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 just

      • Zoho 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 practical

      • CRM 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

        • Subform Entry Limit from a Subform Field (A different Subform on the same Form)

          Hi, I would like to be able to use a Subform 1 Field as the Dynamic Entry Limit for Subform 2. Even better would be able to use some code with the values, so for example using the Subform 1 Qty Field as the Max Entry limit for Subform 2, BUT only the

        • Slow Zobot response time

          Hi, We launched the Zobot on our site to sit along with the regular Live Chat but had to take the Zobot down as the response time was very slow. The bot was slow to begin then once the chat had been initiated the response was very slow. The bot typing

        • how to show data of 3 table in pivot

          Based on engineer name i want to get the data from 3 different tables like Service , amc, installation , but Every table contain Engineer name As Common , based that from the service table i want to take service amount , and count of service based on

        • Custom Status for Purchase Orders

          Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

        • Ask the Experts 22: Scale up your customer support with integrations & extensibility

          Hello everyone! The foundation is set. Build the beams. Raise the pillars. Set the walls. The Zoho Desk architecture stands tall. Let's discuss integration within Zoho Desk, extensions from the Marketplace, creating connections between Zoho Desk and other

        • Is there no way to duplicate an entire workflow or even custom function across multiple departments?

          Is there no way to duplicate an entire workflow or even a custom function from one department to other departments, like it is done for field duplication from one department layout to other department layouts?

        • Automated reply on any new ticket raised by customer

          Hi ZohoDesk team, Can we set up an automation so that whenever a new ticket is created against our support email; ZohoDesk immediately sends our standard acknowledgement, including the expected TAT for resolution? If that’s possible, could you share the

        • Zoho equipment rental - just like Booqable

          Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable

        • Profit Margin Scheme

          I'm a tourism company operating in the aviation and outbound tourism sectors. Typically, taxes are 0% as our operations are outside the country. However, the state has now imposed a tax on the profit margin. This means if the selling price of an airline

        • Visibility and Enforcement for Outdated Plug Parameters in Zobot Canvas

          Dear Zoho SalesIQ Team, Greetings, We’d like to suggest an important usability and quality improvement for working with Plugs inside Zobot. Current Behavior: When we update the code of an existing Plug, any Zobot card using that Plug requires manual resaving.

        • Announcement: Zoho DataPrep to Deprecate Password-Only Authentication for Snowflake Connections on July 31, 2025

          As part of our ongoing commitment to security and in alignment with Snowflake's pledge to the Cybersecurity and Infrastructure Security Agency (CISA) Secure by Design initiative, Zoho DataPrep will no longer support single-factor password authentication.

        • The same Contact associated to multiple Companies - Deals

          Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

        • Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

          I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

        • Wise integration in Zoho Books

          Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team

        • Error Message: None of the rows can be imported

          I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,

        • Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment

          so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from

        • Not able to item an item to non taxable via api, despite sending is_taxable as false

          Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!

        • Collection & Payment Mapping Automation

          We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients

        • Nested Sub-forms (Subform within subform)

          Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R

        • Restore Trashed Records Anytime Within 30 Days

          Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

        • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

          I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert

        • Applying EUR Payments to USD Invoices in Zoho Books

          Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in

        • How to prevent users from editing mail merge templates from Zoho crm

          We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho

        • Customer Addresses cannot be edited/deleted in invoices

          In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added

        • Custom Fields connected to Invoices, Customers, Quotes, CRM

          I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?

        • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

          Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

        • Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)

          Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency

        • Partial payment invoicing

          Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as

        • Inputting VAT Pre-Registration expenses for first VAT Return

          Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I

        • Anyone else experiencing very slow loading of pages in Zoho Projects?

          I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other

        • Zoho Desk Lookup Field Reporting

          Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields

        • Integrating asana will cause notification messages to pop up continuously

          When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.

        • Entire notebook that had notes has disappeared

          I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in

        • My site has disappeared from web builder

          www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.

        • Trying to trigger email notification based on rollup summary field

          Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone

        • zia data enrichment - switch to webamigo Extension

          Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method

        • Export Timeline

          With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another

        • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

          Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

        • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

          Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,

        • Linkedin: when Zoho Social is going serious with it?

          Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

        • Next Page