Sales process: Closing deals | Use Cases - Zoho CRM

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:
  1. Send the Design Preference Form when a deal is created
  2. Schedule a task for the Design Consultant to call the client once the form is submitted
  3. Send the calendar link to clients to schedule a site visit for the Design Consultant
  4. Get an e-signature on the agreement draft and product purchase invoice 
  5. Streamline the deal management process
  6. Assess key metrics like design consultant performance, deals in pipeline, and lost deals
A pictorial representation of the stages in deal closure:

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. 
 
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.



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:
  1. Deals closing this month
  2. Deals by stage
  3. Deals by lead source
  4. Design consultant performance
  5. 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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • 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 ...
                                                                                                              • Multiple Sales Pipeline

                                                                                                                What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources