- Process Management
- Blueprint
Standardize your sales processes at scale
Growth is a natural part of every business; how well your sales process adapts to that growth can set you apart. Zoho CRM's Blueprint feature helps you enforce standard processes at scale and ensure all your prospects receive sufficient attention.
Sign up for freeBuild, sell, and repeat
With Blueprint's visual editor, you can define your sales process in detail. Guide sales reps on what they need to do at each stage while also automating any standard actions. This way, new hires hit the ground running while veteran salespeople adapt to changes without missing a beat.
Turn best practices into daily actions
Insert checks and balances to ensure your team follows the process just as designed. Use conditions to check when certain criteria are met or certain tasks are completed at every stage of the sales process before moving to the next one.
Let your system act for you
Don't let the standard stuff weigh your sales team down. From creating follow-up tasks to updating the right fields, automate actions at every stage of your process and let your sales reps focus on more value-driven work.
Sell on time, every time
Your sales team knows what to do. But what if they just... don't do it? Ensure no lead or deal sits unattended for too long at any stage. Keep the sales process running like clockwork and your prospects happy.
Hone your process to perfection
Bottlenecks creep up in any process, and Blueprint helps you iron them out. Built-in reports help you uncover which part of your process needs the most revision. See where employees are spending the most time and where things have stalled.
