Build scalable and repeatable sales processes

As your sales team grows you need to make sure the sales processes you've designed can scale, and that the same level of attention is given to the right customers and leads. Zoho CRM's Blueprint helps ensure everyone in your team follows the right process, even when you're not looking.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Visually design your sales process
  • Configure actions for every stage
  • Measure and improve your sales process

The easiest and most powerful way to build, sell, and repeat

How does your sales team keep up with all the leads, prospects, and customers? How do they know what to do at each stage in the pipeline? That's why we've created Blueprint, a technology inside Zoho CRM that gently guides users through what actions should be taken at what time, and prompts them for the right information in the right sequence. Make your process repeatable for new hires, as well as longtime salespeople.

Design your process visually with the Blueprint editor

Drag and drop to connect your sales actions together. Specify the sequence in which you want your sales team to address each type of opportunity, decide on who can do what, and set conditions and actions that have to be met for a deal to close.

design your process visually

Turn best practices into daily actions

Best practices remain good intentions unless they are put into action. Blueprint ensures everyone in your team follows the process just as you've designed it. For example, when your team is in the process of closing a deal, Blueprint helps you ensure certain conditions, like fixing the maximum discount or negotiation period, are met. Ensure sales activities not only happen, but happen within the time period you've specified.

Sell on time, every time

Time waits for no one, not even when you're selling. By not letting a lead or deal stay in a particular stage for more than a specified time, Blueprint in Zoho CRM makes sure your sales process keeps moving. Blueprint also ensures that important tasks for a particular stage, like sending a quote or scheduling the next follow-up call, are marked complete before moving to the next stage of your process.

Measure and improve

Ensure your team works together to remove any bottleneck. Built-in reports help you uncover which part of your process needs the most revision. See where significant time is being spent by employees and where things have stalled.

measure and remove bottlenecks in your sales process

Let your system act for you

What's the use of a sales process if you can't execute it? From sending follow-up emails to maintaining customer records, there's lots of work to be done every time your sales team corresponds with a prospect. Configure actions for every stage of your process, and let Blueprint perform them automatically for you. ​