Design and implement fully
complaint sales processes.
Ideal and repeatable sales processes are ones that are perfected over
time. What if you could arrive at such a sales process without relying
on salespersons to follow the best practices? This is what Zoho
CRM’s Blueprint is all about.
Create the process in visuals.
Drag and drop elements of your sales process on the Blueprint Canvas to
design a pattern. State refers to sales stages and Transition refers to the
activities that happen between sales stages. For ex- Qualification is a
State and the activities that take it to the next stage, Requirement Gathering
is defined by Transition.
Info and States
Deal Follow Up Process
This process helps in Following up with deals.
Module: Deals | Layout: Standard | Field: Stage
Entry criteria for this Blueprint: + Add Criteria
Available States
Start
Qualified
Start
Negotiation done
Schedule Appointment New
Discount Approved
Discount Rejected
Schedule Appointment
Decision Made
Qualified
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Guide reps all through the way.
When there are many leads to go through everyday, it is highly likely that
reps skip stages or find themselves unsure of what they should be doing
next. With Blueprint you can set a sales process that make reps complete
certain steps in the sequence before they move to the next stage. This way
reps are never stuck or unsure of what they should be doing.
Identity package size... Info and States Transitions
Dimension identifica... Dimension identification and boxi...
+ Description
Send to Warehouse
Continuous Transition
Dispatch to wareho... Common Transition
BEFORE DURING AFTER
Send to area delivery...
Product Width
Product Width <= 100
Send to Area Delivery
Width cannot be more than 100 Units.
Out for delivery Product Weight
Product Weight <= 5
To Vegas To San Jose To New Jersey To NY Width cannot be more than 100 Units.
If product needs to be gift wrapped,
San Jose mention it’s specifications in Notes section
Las Vegas New Jersey New York
below.
Delivered
Make Notes as mandatory
Delivered Support period initia... Return
+ ADD
Save Cancel Refund
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Ensure compliance.
Blueprint not only lets you design sales processes but also ensures that sales
teams comply with it. After design, the process is put in place such that there
is no bypassing of steps towards deal closure. For ex- If the transition prompts
users to write notes after speaking with a prospect, the salesperson must
update Notes and only then they can proceed with the next step. This way
full compliance with the designed process is ensured.
Negotiate
Discount % 55
Discount % should be less than 50%.
Closing Date 04/30/2017
Closing date cannot exceed 30 days for deals negotiated
Notes
Customer is low on budget and has requested additional discount.
Cancel Save
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Automate routine actions.
If you love workflow automation in Zoho CRM, you don’t have to miss it with
Blueprint. Simply include workflow automation in your sequence. Automate
data maintenance, follow-ups, and just about anything you can do with
the workflow feature in CRM.
Info Suggested
Melinda Macros
Andersan Send Email Edit ...
Timeline Last Update : 02:10 AM
Conatct Owner
RELATED LIST We’ve listed the actions that you frequently use. You can now perform
Email
all of these actions in a single click using Macros. Learn more
Notes 3 Phone
Zoho Projects 2 Lead Source
Attachments 2 Department 3 times in a week
Deals 3 Sent Mail Voice Message Notification Email
Emails DEALS
Field Update Status - Voice Message Left
Open Activities 3 Weather Widgets( Statistics)
Task Call Back in 2 Days
Needs Analysis Jul 29, 2016
Closed Activities 9
Invited Events Please specify a Macro Name Save Macro Discard
Cases HIDE DETAILS
Quotes 1
Write My Own
Sales Orders
Conatct Information
Purchase Orders
Contact Owner Quinn Rivers Lead Source Advertisement
Products
Subscription due date Contact Name Melinda Anderson
Invoices
Zoho Books Emergency contact Vendor Name
Zoho Expense Account Name Ventura Capitalists Title
Campaigns 1
Brand Department Purchase
Zoho Subscriptions
Email M_andersoni@gmail.com Home Phone
Zoho Desk
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Receive Blueprint reports.
Blueprint reports lets you know which sales stages reps have trouble with.
This information is useful in modifying processes and changing sales strategies
to close deals faster. There is also information about the number of records
that enter and exit the Blueprint. The reports are very useful in accessing
if a sales processes is really working for you.
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Q&A
1. In what edition of CRM is Blueprint available?
Blueprint is available for Enterprise edition and above.
2. Can Blueprint be used with Page Layouts?
Yes, you can design your sales process around different page layouts in your CRM.
3. What is the difference between Blueprint and
Workflow automation?
The two are very different. Workflow automation exists as an individual feature and can also be
added to a process you are creating in Blueprint. It deals with actions that is automated when
certain criteria is met. Actions that can be triggered via workflow automation includes email
alerts, field updates and such.
Blueprint on the other hand is a process creation dashboard where sales processes can be de-
signed and implemented from scratch.
4. Can I clone a process that I created in Blueprint?
At the moment it is not possible. It will be available in the future.
5. Can different teams be a part of a single process designed in
Blueprint?
Yes you can include individuals from different teams while choosing transition owners in the
‘Before’ segment of the Transition.
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Contact us.
www.zoho.com/crm facebook.com/zoho
sales@zohocorp.com twitter.com/zoho
877-834-4428. zoho.com/blog
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