25 November 2021
From lead capturing to its closure, there could be multiple processes in between. Each of these processes may consist of many stages. Just to cite an example, a Deal Follow-up process consists of several stages before you win or lose a deal, such as qualification, negotiation, value proposition, etc. If you are able to capture each stage thoroughly, it will help to pursue the deal in the correct manner. It will also let you get away with the shortcomings and anomalies encountered in the process.
One way to make things go right on track is to create a blueprint by using the functionality of ZOHO Blueprint. Yes, ZOHO CRM extends the capabilities of its Blueprint to track every small to big detail carried out offline and captures it in the software. It makes your business more efficient and error free by automating, validating and collaborating with your teams.
Simply put, a Blueprint enables you to carry out a business process in an organized manner. For every process, it allows you to:
States and Transitions are the two building blocks of ZOHO Blueprints. Let’s know about them in detail.
Every stage in a process is a state. For example:
To depict a state in a Blueprint, you just need to drag and drop it into the Blueprint Editor.
Just as its usual meaning, a transition refers to the change of state of a particular process from one to another. Simply put, it acts as a link between two states. There can be multiple transitions for a state depending on the conditions.
In the Blueprint builder, you can display transitions in the form of ‘arrows’.
Be it a sales deal, or any other CRM process, you can divide each transition into Before, During and After conditions.
To be precise, building the blueprint of a process includes 3 steps.
Please feel free to contact us if you want complete assistance on creating the Blueprint of any of your business processes. As an authorized ZOHO Consultant, we are committed to helping you the best way possible in your stint with the ZOHO CRM.
Now that you have gained a settled idea about the ZOHO Blueprints, let’s know about the benefits of this tool.
To conclude, Blueprint gives an idea about the processes and helps to associate them with your ZOHO CRM account. You can create a blueprint of any of your business processes with the help of ZOHO Blueprint builder. If while creating it you need any type of assistance, please let us know. We will be quick to provide you the requisite assistance.