4 Benefits of Integrating Blueprint + Zoho CRM

We recently presented at the Zoho Toronto User Group, and one of our topics was Blueprint in Zoho CRM. So, we thought — what better topic to blog about? Blueprint is a newer feature of Zoho CRM that has recently been revised to make it more user friendly. Blueprint will not only help you efficiently align your sales process with your CRM, but will also ensure that your team follows through with it.

Sounds good? Then keep reading!


You probably know that 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. This is where Blueprint comes in! Here are four ways that Blueprint will benefit your business by streamlining your sales process in Zoho CRM.

1. 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. Necessary Information.

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. Smarter insights.

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, and how long it takes reps to complete one stage and move on to the next. The more visibility you have on your pipeline, the more informed your decisions will be.

4. Uniform data.

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.

Questions on how Blueprint will work in your business?

Let us know in the comments below!

Category: Zoho CRM
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