Blueprint - An Overview

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 processes has several stages, and different teams may be responsible to complete each stage. At this point, one needs to take a moment to see if the CRM dictates how these processes should be executed.

Consider the Deal Follow-up process for example. This process has many stages such as qualification, negotiation, value proposition, and legal review until finally the deal is closed won/lost.

  • At which point can a deal go from the “Negotiation stage” to “Discount Approved”?
  • Or at which point can you say that a lead has attained the “Contacted” status? After you have contacted them once, twice, five times? If it’s five times, are all your sales reps following the same procedure?

When the process you follow offline is not captured in the software accurately, there is no assurance that it is followed in the right manner. There may be inconsistencies and gaps in the process. 

That is the problem that Blueprint aims to solve.

Zoho CRM's Blueprint is simply an online replica of a business process. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes.

Availability
Permission Required
Users with Manage Automation permission in their profile can access this feature.





SEE ALSO

    • Related Articles

    • Blueprint

      Create a mirror image of the entire business process with Blueprint    Help guide Blueprint - An Overview Designing a Blueprint Executing a Blueprint

    • Troubleshooting Blueprint

      1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...

    • Check Blueprint Usage Reports

      Blueprint Reports will give you valuable insights about your business processes and their execution and help you streamline them better. Blueprint reports of two types - Built-in reports and Customized reports. Built-in Blueprint Reports Following ...

    • Create a Continuous Blueprint

      Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting. Scenario A sales organization wishes to create a continuous ...

    • Cloning a Blueprint

      As you build and manage CRM Blueprints for various business processes, there will be situations where some processes are similar in nature. In such cases instead of creating new blueprints from scratch and repeating the stages and details all over ...