Announcing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck

Announcing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck

Dear Customers,

We hope you're well!

There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just help them measure their contribution to the company, but also helps their managers correlate it to the business's resultant growth. Accordingly, a task this important has to be carried out frequently—but, truth be told, getting the right numbers computed and compiled is time-consuming.
With this in mind, we developed Zia's Presentation feature a couple of years ago. Today, we've fine-tuned it even more and are happy to "present" you with some new enhancements!

Introducing user-based personalization and presentation distribution 

Here's a quick recap:

Zia's Presentation is an AI-generated slide deck that gets published to all users as a notification. Using its generative intelligence, Zia computes and compiles usage-based personal and business insights for each rep that has enabled this feature. All a rep has to do is look at the numbers, come up with a workaround, and present them to their managers. This saves a lot of time with respect to computation and compilation. Learn more about the current setup.
In this update:

We've changed the location of the Presentation feature in the setup to be directly under the Zia features in Zoho CRM. Previously, it was a tab under Zia > Notifications.

To achieve presentation personalization, we've re-worked the previously user-enabling feature to be an admin-operated feature. If you're an admin, you can do the following:

Choose user, data, and distribution parameters

Select whom a presentation is intended for—either all users in the organization or selected users.
All users: If you prefer all users, then all users will receive the configured presentation with data built on all users' usage and contributions.

Selected users: If you prefer this presentation for selected users only, then the computed insights will relate to those users and will be shared with those users only. However, you can also view the KPIs of those below each selected user in the organizational hierarchy.

For example:
If you want to prepare a presentation only for reps in level L4, you can configure a presentation only for them. In this case, you can see Kevin Glassman is an L4 rep. A presentation personalized for him will have insights based on his usage and contributions, and will be sent to him alone. If Kevin is the sales lead, and for him to validate his reportees' data cumulatively, he can choose his name and select the "Individuals' data and their respective subordinates' option.

Choose the data: You can choose the modules that are essential for computation. This enables you to focus on what metrics you want to evaluate. You can also let Zia choose that for you based on the popular usage observed in your organization—or you can opt for both.

Choose the carbon copy: Another method of generating sales metrics is to evaluate sales commission, in which case these insights can be shared with the sales operations team to distribute commission and incentives. For this, you can copy other users from the organization.

Choose the medium: You can choose to receive the presentation as a notification via Zia's default notification panel. If you've integrated Zoho Cliq into your organization, you can receive notifications there via a bot as well.
Choose the frequency: You can also set the frequency of computation and distribution as weekly, monthly, or quarterly. You can also tweak more settings, like when each week, month, or quarter you want to generate the presentation.

Here are a few important notes:
  • As an administrator, you can generate up to 10 presentation configurations, and each configuration can be created for 10 individual users.
  • A presentation created for a user will have insights based on their usage and will be shared with them only. Even if you include subordinates' data, the slide will be sent only to the users specified.
  • If you'd like to share the deck with subordinates, you should add them separately.
 
These enhancements to Zia's presentation are built to optimize sales performance reporting. Below are the key benefits you can enjoy with this feature update:
  • Get turnkey analyses with Zia's generative capabilities.
  • Zia analyzes the usage of each user, and therefore includes all observed metrics in the computation.
  • Behavioral analyses like cohorts and quadrants based on a user's performance substantiate the user's objectives and actions.
  • The ability to configure and customize data and distribution helps you monitor the productivity of each sales rep or entire team quickly.
  • Because these entries are triggered by the admin (sales managers) themselves, the findings are accurate.
 
That's all folks! We're constantly working to enrich the sales experience in Zoho CRM. If you have any feedback, please drop it in the comments section. Let's connect!

Availability: Zia's Presentation is available for organizations with Enterprise or Ultimate editions with 10+ user licenses.
DC information: US, EU, IN, CN, JP, and AU

Resources:
Help document: Zia Presentation   

Thanks and kind regards,
Saranya Balasubramanian
Zoho CRM - Marketing 
 

    • Recent Topics

    • Really want the field "Company" in the activities module!

      Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!

    • Upcoming update to Google Drive integration in Zoho Creator

      Hello everyone, We're writing to inform you about an upcoming update to how Zoho Creator integrates with Google Drive. In Zoho Creator, during actions like importing files to create an app or attaching files to fields, you can choose files directly from

    • Managing Scheduled Replies

      Communication is most effective when the intended message reaches the right person at the right time. However, this can be challenging when communication occurs across different time zones. By scheduling replies, businesses can ensure that responses reach

    • Show price book list price

      When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

    • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

      Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • Manage user roles and profiles from the Bigin app (iOS and macOS)

      Hello everyone! We're happy to announce that you can manage user roles and profiles from the Bigin mobile app. The Users & Controls section has three subsections: Users, Profiles, and Roles. Users Employees who belong to your Bigin organization are called

    • Support Bots and Automations in External Channels

      Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

    • Form to PDF template

      I am looking to create a Form and when information is inputted, it will merge it into a PDF template we already have. There could be multiple lines in the form and each line inputs information into a new page of a PDF template.

    • Please verify my account

      Hi, We have just launched our website and received media coverage in our country. Hundreds of users are signing up for our platform every day. We would like to send them a welcome email, but we are unable to do so because our ZeptoMail account has not

    • Subject character limit increase

      We have an occasional user case where subject lines exceed 500 characters which is the ZeptoMail imposed limit. While I understand long subject lines are not "best practice", these are particular notification emails with specific information for client

    • Account blocked

      Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites

    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS

    • Proactive Alert for Existing Open Tickets per Contact / Account

      Hello Zoho Desk Team, Greetings, and hope you’re doing well. We would like to submit a feature request aimed at improving agent awareness and efficiency when handling tickets in Zoho Desk. Use case When an agent opens a ticket (new or existing), it is

    • Ticket resolution field - can you add links, video, and images?

      Seems like the ticket resolution fields is just a text field. Any plans to add the ability to add links, images...the same functionality in the problem description box? I would like to send the customer a link to a KB article, a link to our Wiki, embed

    • Ticket Resolution - Add rich formatting, screenshots and attachments

      The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solution

    • Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

      Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential

    • Convert Lead Automation Trigger

      Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

    • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

      When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • ZOHO add-in issue

      I cannot connect ZOHO from my Outlook. I am getting this error.

    • Marketing Automation

      L.S. Marketing Automation is and has always been part of the Zoho One bundle - according to the information provided on the Zoho Website. Why when I open Marketing Automation do I get the following message?: "Your trial has expired. We hope you enjoyed

    • What's New in Zoho Analytics - January 2026

      Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you

    • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

      Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional

    • The Social Playbook - January edition: Getting started with content creation

      Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through real

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Adding bank details to the contact through API

      How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

    • Font breakage in Zoho Mail Desktop Lite application for Mac

      Dear Zoho Mail and Workplace Community, With the latest update of macOS Sequoia and macOS Tahoe, there has been font breakages in the email preview of Zoho Mail Desktop Lite application for Mac. This breakage is due to the corruption of the System fonts

    • Feature request - image resizing on sales orders

      I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs

    • Nueva edición de "Ask The Expert" en Español Zoho Community

      ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra

    • Automation Series: Auto-Notify External Users on Issue Closure

      Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a Web

    • Turn chat conversations into real action with Integration Blocks in Guided Conversations

      When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving. A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does

    • Basic Mass Update deluge schedule not working

      I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in

    • click to call feature

      I've Zoho CRM and in that i want click to call feature.

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • Creating Parent Child relationship in Accounts

      We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account

    • Learner transcript Challenges.

      Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in

    • Client and Vendor Portal

      Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and

    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

    • Next Page