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.
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:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Understanding the Building Blocks
Business Scenario A Blueprint in Zoho CRM is designed to help you execute a business process in a well-defined, systematic manner. With a Blueprint you can, Define every stage in a process and associate the right people with each stage Guide your ...Multi-Blueprint Setup in Zoho CRM
Steps to use the Multi-Blueprint in Zoho CRM Overview: To implement a widget-based approach for handling multiple Blueprints with different fields in a single record, here are the steps: Create separate modules (child modules) for each field involved ...Blueprint Vs Journey Builder — Similarities and differences
Blueprint Vs Journey Builder in Zoho CRM Blueprint and Journey Builder in CRM may have technical similarities in terms of the components of the builder — such as States, Transitions and automated actions. However, since they primarily differ in their ...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 ...Sandbox Overview
As your organization grows so does the complexity in your sales processes. At such a juncture, any small error in a process could have a domino effect. No organization can afford such a situation. To help overcome this hassle, Zoho CRM offers ...