Blueprint for Deal Follow-up Process

Enter Basic Info

Pre-requisites

Even before the first step of entering basic info, you must follow the pre-requisites mentioned below. These are essential to create a Blueprint for Zylker's Deal Follow-up scenario.

Under Setup > Customization > Modules > Deals, create the following custom fields.

• 1. Click Setup > Automation > Blueprint.
• 2. Click Create New Blueprint. In the ensuing popup window, specify the following details:
  • Blueprint name: Zylker Deal Follow-up
  • Module: Deals
  • Layout: Standard
  • Choose field: Stage
  • Criteria: None

Design Process Flow

• 1. In the Blueprint Editor, drag and drop all the States (stages) that form a part of the process.
• 2. Establish the process flow between the States by connecting the nodes in the State buttons.
• 3. Create Transitions by clicking on the + button between two States. (To delete a transition, simply Right Click on the transition line and click Remove Transition)

Configure Transition Settings

Once you have configured the Transition settings, save the Blueprint. Now we are ready to execute this Blueprint.

Execute Blueprint

• 1. Create a new deal.
• 2. Go to the new record's detail page.
• 3. A Blueprint strip displays the "Current State" of the record and the Transitions available at that State.

This process begins with the result of the product demo. Let's say the demo went well and the customer liked it.

• 4. Click Demo Successful. This opens a popup window which prompts you to enter the demo details such as Demo Status and notes on demo feedback from the customer. When you update the Status as Completed, you can qualify the deal.
• 5. Now click Send Quote.
• 6. Associate the sent quote with the deal.
• 7. Next, the quote has to be reviewed by the customer. If it is accepted, the order is placed. Click Place Order. You are prompted to ensure that the customer has accepted the Terms and Conditions and fill the Order Summary. On execution of this transition, the deal is closed and won.
• 7. If the quote is rejected, it goes through a negotiation and then re-sent to the customer. The product discount offered at the Negotiation stage is also validated by CRM - that is, the deal cannot complete the Negotiation stage if the discount is greater than 25%.
• 8. If the demo has been unsuccessful or for some other reason, the order is lost, click Lost Deal.

This way, you can systematically follow up with a deal and close it.