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.
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.
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.
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