Zoho Blueprint Explained For Managers and Business Owners

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Zoho Blueprint Explained For Managers and Business Owners

Рет қаралды 26,170

Business Automation Solutions Using Zoho One

Күн бұрын

My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada. Our company provides various Zoho and Business solutions. More details on our website www.amazingbus...
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Пікірлер: 69

@l.brentgilmore2020 4 жыл бұрын

Another great video 💪🏼. You keep reminding me of how much work I need to do.

@smallbusinessautomation 4 жыл бұрын

Thank you my friend.

@CoreyMorrow 6 ай бұрын

Thanks, Lior!

@smallbusinessautomation 6 ай бұрын

Anytime 🤩

@sajjadmahmoudi6333 2 жыл бұрын

It was very helpful. Thank you for your time creating such a insightful video about Blueprint.

@smallbusinessautomation 2 жыл бұрын

Glad it was helpful!

@josueavila1115 8 ай бұрын

Do you have a video on how to set up a blueprint? Or more information on the blueprint creation process?

@smallbusinessautomation 8 ай бұрын

I should have some videos on how to create a Blueprint. Not sure what is the video name.

@MackChess 2 жыл бұрын

Great energy my guy :) I'm thinking of getting into zoho myself. Very informative.

@smallbusinessautomation 2 жыл бұрын

Thank you 🙏 do it. Zoho is great.

@arulmoorthymarappan4651 2 жыл бұрын

Nicely explained Lior Izik!

@smallbusinessautomation 2 жыл бұрын

Thanks!

@ujjwalchoudhary4141 10 ай бұрын

hi sir can you tell me how we can change or transfer the lead or we can say how to add a button through which we can directly add lead to contact or deal module. please tell and by the way you are a great explainer i am lucky that i get such a mentor on youtube🙂

@picolosoccer17 3 ай бұрын

Could you provide some guidance on how you created that blueprint view for the lead modules? I want to implement somehthing similar for my Real Esate firm

@smallbusinessautomation 3 ай бұрын

Since then we made it more sophisticated. Here is the new Blueprint: kzfaq.info/get/bejne/oKuVi8KlyZ66Zo0.html Extension we used: marketplace.zoho.com/app/crm/abr-complete-leads-system-for-zoho-crm

@hugz415 3 жыл бұрын

Great video! Very helpful!

@smallbusinessautomation 3 жыл бұрын

Thank you!

@kiraningale5302 3 жыл бұрын

Great video. How can i enforce my employee to select specific field value just before completing the pipeline stage? For eg just before selecting pipeline stage 'complete' make some custom field mandatory. In that case employee will not able to complete the deal without selecting the custom field value.

@personaldevelopmentwithlio966 3 жыл бұрын

Thank you. If you have my Zoho CRM course its the layout rules lesson. If you don't have it you will need to set a layout rule on the stage field. I hope it helps.

@kiraningale5302 3 жыл бұрын

@@personaldevelopmentwithlio966 thank you sir

@smallbusinessautomation 3 жыл бұрын

yes its possible. all the requested fields on the blueprint are mandatory. the employee will have to fill them

@jimcunliffe6549 2 жыл бұрын

Excellent!

@smallbusinessautomation 2 жыл бұрын

Thank you 🙏

@andreaskarlsson6352 Жыл бұрын

I don't understand how this will be manageable for the worker after a few hundred leads. He won't be able to prioritise actions for the day but will just end up waisting time clicking around in the system?

@smallbusinessautomation Жыл бұрын

Since this video I have created more videos about how to manage employees' workloads. The key is a good Blueprint and our productivity package or a followup system. The goal is to have in a list, only the leads that suppose to get attention now and not all the leads. I hope it makes sense.

@IAmKenArts 4 жыл бұрын

How would you set up a blueprint for two different entry points? I mean this: there are two ways how a lead can reach me. Via Calendly appointment booking or via any other way. In the first case, i don’t have to contact the lead. In the second way I do. How can I set this up in a blueprint so that the steps fit?

@harishtrial7958 4 жыл бұрын

You may setup an entry criteria for the blueprint based on the field "Lead Source". I believe there is a field that differentiates between Leads from Calendly and other sources. Hope this helps!!!

@smallbusinessautomation 4 жыл бұрын

Great advise!

@Consultant-wz5yw Жыл бұрын

Hi Lior, how can this be implemented, it's brilliant but i don't have time for courses etc, can we get intouch, get a price and implement through anydesk, Regards

@smallbusinessautomation Жыл бұрын

Sure. Here is the booking link: calendly.com/d/wrzg-gpm8/intro-meeting-with-amazing-business-results

@juanmartinsanguinetti 3 жыл бұрын

Hello Lior! Are you planning a new video explainign Command Center? Im having a though time trying to define where to use command center and when use blueprints, and how to get the best of both worlds. Great videos! Thanks

@smallbusinessautomation 3 жыл бұрын

Sure. I will add it to my plan.

@smallbusinessautomation 3 жыл бұрын

I created a video and presented it on my Wednesday webinar. I will release it soon. Stay tuned

@juanmartinsanguinetti 3 жыл бұрын

@@smallbusinessautomation Awesome, I will :)

@IRSTaxShield Жыл бұрын

New to Zoho One - Great blue print structure, I will implement similar. Off subject question while viewing old vs new videos. Pipelines vs Deals vs Opportunities, ... is the terminology obsolete or intertwined? I do not see Deals or Opportunities in my Zoho One CRM, maybe relates to my trial version. I am confused. Thanks in advance

@smallbusinessautomation Жыл бұрын

I am with you 😀deals and opportunities are the same module. Pipelines will be lines of business inside the deals/opportunities. Each pipeline will have its own stages. I hope it make sense.

@medialphalaboratoriesinc.3811 3 жыл бұрын

We are trying to get our Zoho CRM off the groudnd, but the onboarding team isn't that helpful. So we are now thinking of abandoning it. It seems a difficult transition

@smallbusinessautomation 3 жыл бұрын

Any crm migration is a difficult move. I am with you. If you choose a good partner it can be a bit less difficult.

@joaquingarza35 11 ай бұрын

What does Follow-up required button does in your blue print?

@smallbusinessautomation 11 ай бұрын

It will ask for the followup date and followup reason so the agent can do the followup

@aayushisharma2462 2 жыл бұрын

Hey. I wanna ask a question if you could help on that. Is it possible to have an automation in auditors area where according to the days the salesperson last contacted or updated the notes, the rating would automatically become red, orange or green accordingly.

@smallbusinessautomation 2 жыл бұрын

Possible. Its a mix of a special functionality that we call "Last Real Update", a workflow and a picklist field with colors that changes based on the last contact. It is possible for advanced users.

@5710fpilot 3 жыл бұрын

Which Zoho app would you recommend for helping manage collections/receivables for a company while also allowing for internal collaboration? The traditional CRM? I have One.

@smallbusinessautomation 3 жыл бұрын

Zoho books.

@youcantseeme4266 8 ай бұрын

Hi Lior! Quick question. Is it possible that in Zoho CRM Blueprint once a lead is qualified, it will automatically generate a workorder in zoho fsm? Thanks for the help!

@smallbusinessautomation 8 ай бұрын

Good question. I am not sure. From what I know currently its impossible. But, you can check with Zoho.

@youcantseeme4266 8 ай бұрын

I appreciate the prompt response. I;m looking at Zoho Function and praying this can work. **Cross fingers**@@smallbusinessautomation

@shmuelhochman1286 3 жыл бұрын

Thank you for this video. Would you by any chance know if setting up a blueprint will work with electronic leads that are coming into crm via zoho sign/crm intergration?

@smallbusinessautomation 3 жыл бұрын

Sure. As long as the lead created in a record. A blueprint can be applied on it.

@jasonatef 4 жыл бұрын

Great Video. Thank you!

@smallbusinessautomation 4 жыл бұрын

thank you

@michelmrzb1983 6 ай бұрын

where do i find the blue print? or where do i create it ?

@smallbusinessautomation 6 ай бұрын

Setup -> Process Management -> Blueprint

@leoplant9813 3 жыл бұрын

Hi Lior Thank you for the videos. I am in the process of setting up a blueprint and would like to set a follow the same as you have in missed 1. How do you do this? Many Thanks

@smallbusinessautomation 3 жыл бұрын

It’s impossible to teach it over a comment in KZfaq. If you have my crm course, pls refer to the blueprint lessons. If you do not have it pls check www.amazingbusinessresults.com/zoho-crm-course/

@leoplant9813 3 жыл бұрын

@@smallbusinessautomation I do indeed have your course. I will check out the blueprint lesson. I was trying to shortcut the system. Many Thanks Leo

@TerryHardy 3 жыл бұрын

Thank you for making us aware of this product. Question. What tool did you use to make your video to allow your computer screen as a background while featuring you at the forefront?

@smallbusinessautomation 3 жыл бұрын

Camtasia for the screen recording and a green screen

@AceHardy 4 жыл бұрын

🙏

@viktorvaneeckhoudt5582 3 жыл бұрын

Hello Lior, your videos have already helped me a lot! I have a question concerning the escalation rules. Would it be possible to assign the lead to another salesperson once the record owner hasn't responded in time? So that besides giving a notification 'before' the escalation, it would be assigned to another team member during the escalation? And then thus to a role rather than one specific person? and meanwhile adjust the lead status to 'free for all lead' for instance?

@smallbusinessautomation 3 жыл бұрын

Thank you. Yes that’s possible. It is the field update and change the owner.

@ezekielstevenson126 2 жыл бұрын

I need help!! Blueprints are extremely confusing. I am setting up blueprints for real estate leads.

@smallbusinessautomation 2 жыл бұрын

I can recommend taking my crm course or let my company plan and execute the blueprint for you. Crm course: www.liorizik.com/courses/zoho-crm-course-for-administrators-and-business-owners Our company sales: calendly.com/d/wrzg-gpm8/intro-meeting-with-amazing-business-results

@zipiaizik4056 4 жыл бұрын

אין עליך ילד יקר שלי עלה והצלח בכל דרכיך אוהבת אותך מהנשמה אמא

@smallbusinessautomation 4 жыл бұрын

Zipi aizik מתוקה שלי

@davisandmac9971 4 жыл бұрын

Fantastic video...im struggling to get my first Blueprint to work...would love some help?

@smallbusinessautomation 4 жыл бұрын

In the description there is a link to book appointment. Book an intro meeting. i will try to help you during the 30 minutes to solve the problems. The meeting is free.