Setting up Blueprints
How do you ensure that your sales team can keep track of all the leads, suspects, prospects, and customers and know exactly what to do at each stage? That’s where Blueprints in Zoho comes in. Blueprints ensure that your sales team always follows the right process. It makes your sales process easily repeatable, both for new hires and seasoned salespeople. This keeps everyone on the same page and helps you get more out of your sales efforts.
How does a Blueprint work?
With a Blueprint you can:
- Record every stage in your sales process: Ensure clarity and consistency in your sales journey.
- Guide your teams through the process: Provide employees with step-by-step direction within Zoho.
- Assign the right people to phases: Assign specific tasks to the most appropriate team members.
- Maintain and validate important information in a structured manner: Avoid errors by checking data at every stage.
- Automate routine actions: Save time and improve efficiency by automating repetitive tasks.
With Blueprints you make your sales process structured, repeatable and more efficient.
Example of a Blueprint created with the Blueprint Editor
Blueprint-editor
With Zoho’s Blueprint Editor, visually design your sales process and connect sales actions in the right order. Determine who is responsible for specific stages and define conditions that must be met to successfully close a deal.
How Blueprints Optimize Your Sales Process:
- Keep your process moving: Mark important tasks as completed, such as sending (standard) emails, quotes or scheduling follow-up calls.
- Measure and improve: Use built-in reports to see where your team is spending a lot of time and identify parts of the process that can be optimized.
The Blueprint Editor gives you full visibility and control over your sales process, allowing you to work more efficiently and achieve better results.
Structure and time savings
With a Blueprint you automate processes, bring structure to your company and save valuable time. In addition, you improve the quality of your processes and reduce the chance of errors. Do you want to learn all the ins and outs of Blueprints or help with the implementation? Contact us today - we are happy to help you!
