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.

  How to design a Blueprint
  • 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.

Creating a Blueprint

Learn how to create a Blueprint in Zoho CRM with the help of the following scenario.
Deal follow-up process in sales  | Blueprint Sample Process Flows 

Executing a Blueprint

Learn how a Blueprint is executed.
View your Blueprint records   | Execute Blueprint Transitions  | View Blueprint usage reports 

Blueprint Tutorial

Visit this step-by-step tutorial on configuring a Blueprint for various scenarios such as Lead Qualification (Continuous Process), Deal Follow-up and Order Management.
Blueprint Tutorial

    • Related Articles

    • Blueprint Release Notes - 2018

      Table of Contents... Blueprint Enhancements - An Overview Blueprint extended to further Zoho CRM Editions Save a Blueprint as a draft Enhancements in performing a Transition Mandate attachments Associate related module details Checklists Introducing ...

    • Designing a Blueprint

      Table of Contents... Blueprint - A Scenario Building blocks of a Blueprint ​STEP 1: Enter Basic Information STEP 2: Define Process Flow Save a Blueprint as a Draft STEP 3: Configure Transition Settings Before Transition During Transition After ...

    • Automation - Overview

      In business, there are numerous everyday activities and processes that need to be done and when automated will save time and effort. For example, a sales manager may be required to assign the leads to various sales reps based on certain criteria. ...

    • Executing a Blueprint

      How can I... Access My Blueprint Records View Configured Blueprint Execute a Blueprint In the CRM web account On the CRM mobile app Check Blueprint Usage Reports Built-in Blueprint Reports Customized Blueprint Reports Create a Continuous Blueprint ...

    • Blueprint: A Glossary of Terms

      Table of Contents... State Transition Before Transition During Transition After Transition Common Transition Active process Inactive process State State refers to each stage in your business process - that is, all the values of the chosen pick-list ...