A blueprint in Zoho CRM is designed to execute a business process in a well defined systematic manner that is free from loopholes.
With a blueprint you can
Zoho CRM Blueprint feature
Guides reps through each sales stage for efficient results, ensuring a systematic approach to achieve success.
Enforces a standardized method for customer interactions, promoting consistency and trust in the customer experience.
Allows tailored automation, aligning with unique business processes to meet specific needs effectively.
Reduces manual effort through task automation, enabling reps to focus on critical responsibilities like customer engagement and deal closure.
Minimizes human errors through automation, ensuring precise execution of processes consistently for enhanced reliability.
Keeps everyone informed with real-time updates and notifications, ensuring timely actions and improving collaboration.
Provides in-depth insights into the sales process, aiding in identifying bottlenecks and areas for improvement through comprehensive analytics.
Automates task assignments based on predefined criteria, ensuring optimal task distribution among team members for improved productivity.
Standardizes processes for timely follow-ups and personalized customer engagement, fostering stronger relationships and customer satisfaction.
Adapts easily to business growth, scaling to accommodate more complex processes and a larger volume of transactions, making it a sustainable solution for business expansion.
Here is some blueprint automation samples built by our team
NDA Automation Process
The flowchart shows states and transitions of an NDA process that is fully automated.
MSA Automation Process
The flowchart shows states and transitions of an MSA process that is fully automated.
Work Order Document Population Automation Process
The flowchart shows states and transitions of an Work Order process that is fully automated.
Lead Nurturing Automation using Zoho Blueprints
Diagram showing a flow of lead lifecycle through a locked blueprint process.This is used for a Solar Company.
Sales Pipeline automation for managed services
A blueprint in Zoho CRM is designed to execute a business process in a well defined systematic manner that is free from loopholes.
