Each business has a well-defined way of doing things. There are workflows that serve as a pathway to complete different tasks and projects. The way in which workflows transpire contributes as a significant factor while deciding the software requirements as the software must be robust to offer a vast amount of capabilities that handle unique business processes. Now, Zoho understands these different requirements down to the core and does everything possible to implement them properly. The Zoho CRM Blueprint is, in fact, a method in which the sales process can be broken down into individual stages. As we transition between every stage, it becomes possible to prompt users and the staff to enter relevant information so that nothing goes unnoticed.Below, we will first understand what is Blueprint in detail to get a clear context on how we can set it up on Zoho CRM and what it can do.
From the time a lead gets captured in the CRM system until the time it is followed and beyond, there are many sales processes that an organization carries out in function. For example, there is a company called Explore Electronics Pvt. Ltd. that offers technical gadgets to customers.Now, other than the online orders that this company might get, they can also have a dedicated sales team that is supposed to follow up on the leads that get generated via demonstrations, offline sources, and events. The sales representatives at Zoho CRM Blueprint can start by calling a set of leads and scheduling product demos with these potential customers.By the end of this demo, when the prospects get interested in purchasing the projects, a quote gets generated, which can further get converted to an order once it is approved. The products can then get shipped and delivered to the customers.
Now this process that we just spoke about may sound very simple to you when you read it. However, when it actually comes to the execution of this process, one can face many problems because of certain roadblocks and loopholes. Let us look at them in complete detail.
The instances mentioned above are some of the most classic ways in which problems can be encountered when you have a large team for executing a process, but a well-defined system is missing for executing it efficiently. In this case, the main problem always revolves around the absence of clear guidance and validation of CRM.
The Zoho CRM Blueprint can enable an organization to design and execute a process in an organized manner while being completely free from loopholes. With the Zoho Blueprint setup, almost every detail can be captured from the offline process within CRM, and hence the process of streamlining becomes very easy.It is possible to define each stage in one process and link people with each stage. You can guide your teams along with the execution of a process, validate important information contextually, and also automate routine actions.
Blueprint in Zoho CRM is basically designed to execute a business process in a systematic and well-defined manner. With this Blueprint, one can define each stage in a process and associate the right people with every stage. It can also help in guiding the teams all through the execution of a process. In addition, it also helps in mandating and validating important information contextually while automating routine actions.A Blueprint gets designed by creating a sequential order of the stages counted in a process. In the CRM language, the primary building blocks of a Blueprint are States and Transitions.
In a Blueprint setup, a “State” is the condition that something is in at a specific time. For instance, any deal in a CRM goes through different stages until the follow-up happens, which includes qualification, negotiation, and discount approval. All these stages are called a State. The states must be dragged and dropped in the Blueprint Editor to design the process flow.
A Transition is nothing but a link between two States that come in a process. It prescribes the conditions needed for a record to move from one kind of State to another. For example, the conditions and actions required for a record to move from Qualification to Negotiation are usually prescribed in the Transition block.
The process of setup or building a process is actually a three-step procedure. It includes:
Here, you can specify the module, layout, and field for which the process needs to be created.You can go to the “Setup”, then “Automation”, and then “Blueprint.”
In the Blueprint Editor, you can define the process flow right from the beginning of the default state to the exit state.In the Blueprint Editor, you can drag and drop all the States that form a part of the process.
You can configure the Before, During, and After Transition settings between different states in the process just as required. For example, we can look at the Transition between the States.We can name this “Closing”. In the example of Explore Electronics mentioned above, the following can be some of the guidelines that should be observed at the time of configuration.
Hence, one can easily say that Blueprint enables you to create a replica of offline business processes in your CRM. Right from lead generation to deal closure, an organization follows many business processes. The Blueprints can be used to give Zoho CRM users a detailed guide on how to carry out all steps in a business process.For example, one needs to collect some documents before sending a quotation to a customer. One can set up a stage within a blueprint that mandates the document upload and enable the record to move to the next stage right after the documents have been uploaded.
When the process that you follow offline is not captured accurately in the software application, there is never any assurance that it will be followed in the right manner. There might be some inconsistencies and possible gaps in the process, and this is the problem that Blueprint solves.The Zoho CRM Blueprint is like an online replication of a business process. It can capture all details of an offline process in the software. Implementing the Zoho CRM Blueprint by getting in touch with an expert Zoho Consultant can ensure automation, validation, and effective team collaboration which further make the process efficient and free from any kind of loopholes.
