CRM Blueprint #5: Glossaire

CRM Blueprint #5: Glossaire



Bonjour à tous, 

Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process.

État : fait référence à chaque étape de votre processus. Par exemple : qualification, démonstration du produit, fermé gagné, fermé perdu

Transition : lien entre deux états dans un processus. Elle décrit les conditions requises pour qu'un enregistrement passe d'un état à un autre. 
Exemple : Dans le processus de clôture d'une transaction, la soumission de documents pourrait être une transition entre les états "Validé par le légal" et "Fermé gagné". 

Avant la transition : permet de choisir qui est responsable de l'exécution de la transition ainsi que les documents pour lesquels la transition sera applicable.

Propriétaires de la transition : Spécifiez les personnes responsables de l'exécution de cette Transition.

Critères : Indiquez les enregistrements pour lesquels la transition est applicable et bouton Transition apparaîtra pour ces enregistrements.
Exemple : Avant la transition de l'examen juridique à l'examen final, les responsables de la transition pourraient être le groupe "Équipe juridique". Le critère d'entrée dans la transition pourrait être "Démo du produit" est "Terminé".

Pendant la transition : Cette section précise les actions à effectuer pour achever la transition. Les utilisateurs peuvent être invités à ajouter des champs obligatoires, qui peuvent également être validés par le CRM. Vous pouvez ajouter des messages à lire par les commerciaux, et utiliser des champs de fusion pour afficher à l'écran des données provenant de CRM.
Exemple : Pendant une transition de l'examen juridique à la conclusion de l'affaire,

Après la transition : définissez les actions à automatiser à la fin de la transition.
Les actions qui peuvent être automatisées sont :
  • Envoyer un e-mail
  • Assigner une tâche
  • Mise à jour des champs
  • Webhooks
  • Fonctions personnalisées
Transition commune : pour qu'un état soit atteignable à partir de n'importe quel autre état du processus. Ainsi, elle apparaîtra dans tous les états du processus (ou dans les états de votre choix). La transition commune est idéale pour un état de sortie (état de sortie = étape finale d'un processus).

Exemple : Supposons que vous ayez 5 étapes dans le processus de conclusion d'une transaction.
Qualification > Recueil des besoins > Démonstration du produit > Examen juridique > Clôture Gagné/perdu
En général, l'examen juridique est un état qui ne peut être atteint qu'après la "démonstration du produit". Mais il peut arriver qu'un client soit déjà convaincu de votre produit et veuille aller de l'avant avec l'affaire. Dans ce cas, vous pouvez créer une transition appelée "Examen juridique" et en faire une transition commune. En conséquence, cette transition apparaîtra dans tous les états et pas nécessairement seulement après la démonstration du produit.

Processus actif : processus déjà utilisé. Vous pouvez choisir de modifier un processus actif si vous le souhaitez. 

Processus inactif : processus qui ne sont pas utilisés à ce moment-là. Vous pouvez modifier un processus inactif en fonction de vos besoins pour le réactiver ou le supprimer.

N'hésitez pas à nous partager vos astuces/conseils sur l'utilisation des Blueprint.

Bonne journée, 
L'équipe Zoho France

    • Sticky Posts

    • CRM - Astuce #5 : Effectuer des actions en masses

      Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

    • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

      Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

    • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

      Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

    • CRM Blueprint #5: Glossaire

      Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

    • CRM : Ajoutez de la couleur à vos balises CRM

      Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but

    • Recent Topics

    • How to transfer all my mails from Zoho to Gmail or Office 365

      is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 

    • Inquiry Regarding Image Display Issue in Campaign Duplication

      We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the header

    • New integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation

      Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leaving

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • What is Attendee Status 0 and 1?

      Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendee

    • How to add a Data Updated As Of: dynamically in text?

      I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

    • ZOHO BackStage

      How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?

    • Email with attachments saving attachments into Zoho CRM from Zoho Mail

      Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

    • 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.

    • Lookup Fields not Converting

      I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There

    • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

      Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.

    • Calculate hours between 2 date/time fields

      Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael

    • External ID validation.

      I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the

    • Sales Order, what are the statuses under Confirmed and Closed

      Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Remove Address from credit card payment

      I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Create a button that executes a customized function

      Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I

    • Custom field doesn't fill when converting sales order to invoice

      Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

    • Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?

      I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho

    • How to Display a Logo Image on a Public Form?

      I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

    • Advice for my first project in Zoho

      Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my

    • Resource utlisation

      Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.

    • Associate Email API Internal Error

      I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the

    • Profit on Sales order

      Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

    • Subform Data in v2 REST API

      What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the

    • ZOHO Widget SDK not loading in html

      I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

    • Information problem

      ZOHO Guys, I am trying to evaluate your product as a serious business tool. However your attitude to providing key information such as 1. CRM Data Model 2. Product Roadmap and Enhancement promises 3. Complete and accurate help make it very difficult to recommend as a serious choice for small business. You may be cheap, but I would prefer to pay if it means not being kept in the dark! Kind Regards Andrew Copley

    • How to create comparison time periods like these examples

      In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected

    • Overwrite Option for custom modules

      Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

    • Zoho Creator - Zoho Analytics

      I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?

    • Important updates to Zoho CRM's email deliverability

      Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains

    • Unable to send emails

      I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

    • Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement

      Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • How to add new deal to existing contact

      Hi, I want to add new deal to existing contact.

    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

    • Linking an email to a Contact when the email is sent in deluge via sendmail

      The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

    • Next Page