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Zoho crm

CommandCenter - An Overview

In any business, there is always a predefined path from the point an entity such as a customer, product, or service, enters a process through to when it exits. The steps that the entity goes through during a process defines its journey.

For example, a prospect who decides to buy your product will have a different set of follow-ups than one who abandons products in their cart or calls to ask for more information. Depending on whether they eventually purchase or not, they may either be marked as lost or engaged in further marketing activities.

The role of CommandCenter

CommandCenter allows you to automate this entire journey, reducing manual interventions at every step. Once the actions are clearly defined, the subsequent steps will occur automatically.

For example, if the prospect has items in their cart, an email can be sent automatically every three days reminding them to purchase the items.

Automating business processes allows organization to:

  • Scale productivity and improve the overall performance of their employees.
  • Get a bird's-eye view of the entire process to pinpoint bottlenecks, troubleshoot errors, and identify the exact point in the process where there is the highest risk of churn.

In the forthcoming sections we will explain how CommandCenter can be helpful in different business scenarios.

Before you start reading about the scenarios, take a look at the core elements of the CommandCenter:

State

Each step that an entity moves through from the start to end of a journey is called a state. For example, prospect visits website > adds item to cart > purchased > product delivered > order closed.

Transition

The condition based on which an entity will move from one step to another. For example, for the prospect to move from adds item to cart to purchased, they have to make the payment. Once the payment is received, the prospect is automatically moved to the purchased state.

Automatic actions

Actions such as sending a payment link when the prospect adds an item to their cart or sending delivery messages are automatic actions that occur when the prospect reaches a particular state or transition.

Let us move on to the next section where we will discuss more on designing and implementing journeys.

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