Use Cases of Zoho Qntrl

1. Forms: Forms in Zoho Qntrl are used to capture data from users, which then kickstarts workflows. They can be customized with various fields to collect specific information relevant to the process.
2. Blueprints: Blueprints are visual representations of workflows, breaking down processes into stages and transitions. They help in mapping out the entire process, ensuring clarity and consistency.
3. Cards: Cards represent individual instances of a process. They are used to track the progress of a workflow from initiation to completion, providing real-time updates and visibility.

1. Marketing

Zoho Qntrl simplifies marketing operations by automating the entire campaign management process. From capturing leads to executing campaigns, Qntrl can handle various marketing tasks effectively.

•  Lead Management: Automate the process of capturing leads through forms. Create workflows to qualify leads, assign them to sales teams, and track follow-ups.
• Campaign Execution: Design blueprints to manage campaign planning, approval, execution, and monitoring. Set stages for content creation, design approval, campaign launch, and performance tracking.
•  Marketing Collateral Management: Streamline the creation and approval of marketing materials. Use forms to request new brochures or banners, track their design progress, and ensure timely approvals.

2. Human Resources (HR)

HR departments can benefit immensely from Zoho Qntrl by automating repetitive tasks and ensuring smooth management of employee-related processes.

• Recruitment: Create workflows to manage the hiring process from job posting to candidate selection. Use forms to collect applicant information, schedule interviews, and track the status of candidates.
•  Onboarding: Design blueprints for the onboarding process, ensuring new hires complete all necessary steps, from document submission to training.
•  Performance Appraisals: Automate the appraisal process by creating forms to gather feedback, set performance goals, and schedule review meetings.

3. Manufacturing

Manufacturing processes often involve multiple steps and teams. Zoho Qntrl can help in coordinating these activities efficiently.

•  Production Planning: Use blueprints to design workflows for production schedules, inventory management, and quality checks.
•  Maintenance Requests: Automate the process of handling maintenance requests. Use forms to capture issues, assign tasks to the maintenance team, and track the resolution progress.
•  Compliance Management: Ensure compliance with industry regulations by creating workflows for audits, inspections, and documentation.

4. Finance

Finance departments can leverage Zoho Qntrl to manage financial operations with greater accuracy and accountability.

•  Expense Management: Streamline the process of recording and approving expenses. Use forms to submit expense reports, track approvals, and manage reimbursements.
•  Invoice Processing: Automate the invoice approval process by designing workflows that ensure timely review and payment of invoices.
•  Budgeting: Create workflows to manage the budgeting process, from initial planning to final approval. Track budget allocations and monitor expenditures.

5. Administration

Administrative tasks, though often routine, are crucial for smooth organizational operations. Zoho Qntrl can automate and manage these tasks efficiently.

•  Meeting Management: Use forms to schedule meetings, invite participants, and track meeting minutes and follow-up actions.
•  Facility Management: Automate the process of managing office facilities. Use forms to report issues, assign tasks to the maintenance team, and track resolution status.
• Policy Updates: Create workflows to manage policy updates, ensuring all employees are informed and have acknowledged the changes.