Your CRM success starts with your sales process. A process is only effective when it’s adhered to, and when you know how each part is performing. But as your business grows, knowing if your process is implemented exactly as you’ve designed it can be a challenge. We solve this challenge with Blueprint—Zoho CRM’s newest feature. Blueprint not only helps you efficiently align your sales process with your CRM, but also ensures your team follows through with it.

Here’s how Blueprint helps you streamline your sales process in Zoho CRM.

1. Signboards for easy navigation.

Not all leads, prospects, and customers are always at the same stage in the sales funnel. Based on which stage each one is at, Blueprint’s signboards help you decide what the sales rep’s next step should be, or what they need to do next to convert the prospect. This makes the process easy to follow and repeatable.

2. Information is truly wealth.

You’ve done all the follow-up work to make sure that your prospect stays engaged. They’re ready to convert, but before you can close, you have to pull in different pieces of data– which are scattered across emails, sales diaries, and old documents. Outline the details you want your reps to record at every stage with the Blueprint Editor. This way, Blueprint will automatically prompt them to fill in the correct information wherever necessary.

3. Better insights. Better decisions.

 Not having enough visibility about your business process will lead to detecting problems late. To get that visibility, it’s important to know the status of each step in your sales process. With Blueprint’s reports and graphs, you know how much time reps are spending on each stage, how long it takes reps to complete one stage and move on to the next, and more. The more visibility you have on your pipeline, the more informed your decisions will be.

4. Uniform data entry.

You’ve mapped out every possible stage that’s involved with your sales process. Now you want to make sure that people follow it. Blueprint helps ensure that your salespeople log every call and add notes before they move on to the next stage.

So why wait? Tie your sales process together, and help your team sell better with Blueprint in Zoho CRM.

Learn more about Blueprint here.

If you have any questions or thoughts you want to share, please let us know in the comments below. Happy selling!