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Zoho CRM - Ongoing Follow Up Blueprint

Do you or your team struggle with keeping track of following up with your Leads or Contacts in your Zoho CRM? We have the solution! 


The Ongoing Follow Up Blueprint is great for:

 » New Zoho CRM users who need a place to start tracking

 » Sales teams with a large rolodex of existing contacts

 » Businesses who offer ongoing warranty or maintenance to their customers

See the blueprint in action!

✨ ​Users can choose their own follow up cadence for each record

​✨ ​The date and time of last contact is captured on the record

​✨ ​The next follow up date is projected for reporting and planning

​✨ Users can receive reminders when the follow up date is approaching
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Hear more about the Ongoing Follow Up 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. 

Date Fields & Automation

Two date fields will be added to your system - one for the date of last activity, and one for the next anticipated activity date. These will be automatically updated and can be used in reporting. 

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 organization from your chaos of CRM records!

Click the purchase button below to be redirected to our checkout page!
Questions? Click schedule a call to book a free consultation call for questions about what solution is right for you!

All this and more for just: $1000.00​

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We accept ACH or Credit Card payments

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📱 Schedule a Call

If you have questions before you checkout and would like to learn more

Schedule a call with TechnoMap at your convenience 

Calls available Monday thru Thursday

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Not what you're looking for?

We can also collaborate to create something custom for you.

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