What is Zoho CRM Blueprints and how it can be used for your business?

What is Zoho CRM Blueprint?

Zoho CRM's Blueprint feature can be described as a digital representation of a business process, accessible through an online platform. The software comprehensively records all aspects of your offline procedures. The utilization of this technology enables the automation, validation, and coordination of teams, hence enhancing process efficiency and eliminating potential vulnerabilities.

Your company may have multiple sales processes in place, beginning with the lead capture in your CRM system and continuing through transaction completion and beyond. Things like creating and following up on leads, closing deals, and managing orders. Each of these procedures has numerous stages, and different teams may be accountable to accomplish each stage. At this juncture, it's important to pause and see if the CRM has specific requirements for carrying out these actions.

Let us use the process of Deal Follow-up as an illustrative example. The process encompasses several distinct steps, including qualification, negotiation, value offer, and legal review, culminating in the final outcome of either a successful or unsuccessful deal closure.

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At what juncture can a transaction transition from the "Negotiation stage" to "Discount Approved"?

At what stage may it be determined that a lead has achievedthe "Contacted" status? After initiating contact with them on multiple occasions, such as once, twice, or even five times, If the frequency is fivefold, do all of your sales representatives adhere to a uniform procedure?

When the offline process is not accurately captured in theprogram, there is no guarantee that it is being executed correctly. The method may exhibit irregularities and gaps.

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The issue at hand that Blueprint endeavors to address is the focal point.

How can Blueprint help Business?

You can carry out a predefined business process in Zoho CRM with the help of a Blueprint.

What You Can Do With a Blueprint?

·       Determine who should be involved at each step of the process and assign them.

·       Help your teams carry out the process by guiding them through its steps.

·       Information should be mandated and validated incontext.

·       Do mundane tasks automatically

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To understand how the process can help, let’s see:

There is a company named “Automate Accounts” and their deal follow-up consists of

Lead converted>Negotiation done>Offer approved>Dealwon

This process can be designed in Zoho CRM using Blueprint as:

The creation of a Blueprint involves the establishment of a sequential arrangement of phases within a given process. In the terminology of Customer Relationship Management (CRM), the fundamental components of aBlueprint are referred to as States and Transitions.

State

Within the context of a Blueprint, a "State" refers to the exact condition that a given entity exists in during a certain moment in time.

Deal in CRM goes through different stages Lead converted>Negotiation done>Offer approved>Deal won. Each of these stages will be referred to as a "state".

Transition

Connecting two stages of a process is what we call aTransition. It lays out the parameters under which a document can be transferred across states.

The defined circumstances and actions necessary for a recordto transition from the Lead conversion stage to the Negotiation stage is theTransition Process.

Through this you can create the replica of your business andget out from the manual labour.

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