Build a scalable sales organization.

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. Workflows and Macros help you automate your daily activities, while Zia—the new AI-powered sales assistant—works for you.​

Introducing Blueprint. 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.

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.

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.

Learn more about Blueprint

Automate actions with workflows and macros.​

From sending follow-up emails to maintaining customer records, there's lot of work to be done every time your sales team interacts with a prospect. Use workflow and macros to save time and make their lives easier.​

Learn more about Workflows

Let Zia work for you.

Zia, your AI-powered sales assistant, understands the nature of your daily work. When she notices you are manually performing repetitive actions, Zia will suggest relevant macros and workflows. If you approve, she'll simplify your work by creating them on the fly.

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