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Zoho CRM - Create a Custom Blueprint with TechnoMap!

Do you have a Zoho CRM process where you need your team to be unified in their execution? As your small business grows, this is often necessary. TechnoMap can help you create a solution to fit your needs! 


Create a custom Blueprint for any repeatable process related to:

 » Sales

 » Project Management

 » Customer Retention

 » Vendor Management

Hear more about creating a Custom Blueprint from Jozette!

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What Is Included

Blueprint Process

The Blueprint process will be installed onto your Zoho CRM system, and configured for all states, transitions and automations. You and your team will be able to utilize the process as soon as it is done. 

Automation

With Zoho CRM Blueprints, we will ensure that all the opportunities to add automation are part of your Blueprint. This will allow you and your users to send emails, update fields, or trigger other actions all with a single click of a button.

Two Live Calls

Once you sign up, we will send you a link to schedule an introductory call to understand your needs. Once we have completed the work, we will have you book a call to answer any final questions you might have. 

Complete Customization

This process is something we created out of the box because it gives us a good place to start with teams. However, it is just a starting point and everything is completely customizable to what you might need. 

CRM Reporting

Utilizing the data we generate from the Blueprint,  we will create reports. With this information your team can plan their next move, and management can also monitor all activity in the CRM.

Training Materials

When we complete our work, we will deliver it with training material. This can be used to train your team, but also will teach you how to make small changes to the Blueprint in the future. 

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Ready to learn more?

Here's what you can expect when you work with TechnoMap:

1:1 Support from a TechnoMap Technician

Once you sign up and fill out our Intake Form, we'll schedule a 1-hour call to review the project with you. As we work to make your requirements a reality, you can contact us any time via phone or email. Finally, before we sign off on the project we'll have another call to verify all your questions are answered.

Customization to Your Needs

All of our blueprint processes are customizable to the needs of you and your users. We have the base process figured out, and we can guide you through all of your choices to ensure the end result meets your satisfaction.

Training Materials

Written and video training materials will be delivered upon project completion. You will receive training that you can train your current and future staff on the process. And we will also include training for system admins, so you can build onto the processes as your company grows. 

Create Something Custom with our Guidance!

Click schedule a call to book a free consultation call for questions about what solution is right for you!

📱 Schedule a Call

For a quote to create a custom blueprint specific to you

Schedule a call with TechnoMap at your convenience 

Calls available Monday thru Thursday

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