Hello everyone,
We are pleased to announce the much anticipated release for Zoho CRM Plus, that is all set to give you a unified customer experience. We have added some exciting enhancements to the Desk, Social, Analytics, and SalesIQ modules that will help you run business processes more efficiently. Also, our unified customer experience platform aims to give a better and seamless experience with unified user interface, admin panel, set up options, search, and user panel.
Since the list of enhancements is quite extensive, we will walk you through each of them in two separate posts. In the first post we will discuss briefly about the enhancements in Desk and Analytics, followed by another post with details on SalesIQ and Social enhancements.
Enhancements in Zoho Desk - In Desk module we have added the following features:
- Blueprint
- Zia features like Sentiment analysis, Auto-tagging, Anomaly detection, Zia dashboard, Reply assistant, Chatbot and Zia Voice.
Extend the benefits of CRM's Blueprint feature to your support teams with Blueprint for Desk. The support teams can be on top of the issues and prevent frequent escalations by building a foolproof ticket solving process that ensures every customer gets timely, consistent, and better solutions.
Extend Zia's capabilities to Desk
We have included Zia's abilities in the Desk module that will help you enhance your business process in many ways. Let's see what's in store:
- Sentiment analysis: Just like Email sentiment in CRM, Zia will help support agents identify the tone of every customer ticket to ensure prompt action.
- Auto-tagging: Zia will automatically tag customer responses with keywords based on the ticket's content, which will be intelligently grouped as auto tags. This will also help to identify the trending tags and the customer's sentiment behind them.
- Anomaly detection: Zia will predict how incoming and outgoing ticket responses will trend and compare that prediction with actual traffic. It will also suggest any relevant anomalies.
- Zia dashboard: The intelligent master dashboard will help the support teams view trending tags, ticket sentiments, anomalies and more.
- Reply assistant: Zia automatically generates responses to customer questions by analyzing the keywords and also suggests relevant help documents from the database. Support agents can preview Zia's answers and include them in their responses.
- Chat bot: ASAP brings your help centre directly into your website or mobile app. When users have a problem, they can browse through the knowledge base, post to the community, chat with an expert, or even raise a ticket. There's no need to leave your website or mobile app.
- Zia Voice: Like Zia Voice in CRM, we've extended it's capabilities to Desk to help support teams access contextual customer information easily through voice and chat messages. With this, Zia Voice can now help businesses pull customer information across sales, marketing and support. Zia Voice is also available as an SDK, allowing businesses to provide Zia's functionality to their customers.
Enhancements in Zoho Analytics - We have renamed Zoho Reports as Zoho Analytics and added the following features in the Analytics module:
- Ask Zia
- Unified insights from sales, support, and marketing
- New data connectors in social media, marketing and HR analytics
- Smart data alerts
- Collaborative analysis
- On-premise edition
Ask Zia: Zia, is now available as an AI-driven search assistant in Zoho Analytics. Users can ask questions such as "What is the monthly sales trend across regions" and receive answers in the form of visual reports, instead of manually creating them.
Unified insights from sales, support, and marketing: Zoho Analytics blends data automatically from multiple sources, in the form of prebuilt reports and dashboards, to track critical business metrics. While there are 300+ pre-built reports and dashboards that provide useful business insights, users can also blend data from different sources, according to their needs.
New data connectors: Six new popular business connectors are added to Zoho Analytics, expanding the number of connectors to over 100. Each of these connectors has 100 prebuilt domain-specific reports and dashboards that users can use for analysis right away.
The list of connectors available are:
- Social media analytics: Facebook Pages, Twitter handles, and Twitter competitive analytics
- Marketing analytics: Bing Ads and Facebook Ads
- HR analytics: Zoho People
Smart data alerts: This feature alerts users via in-app notifications or email when an anomaly is detected, prompting appropriate action.
Collaborative analysis: Contextual commenting is now added to Analytic's collaborative capabilities. Users can comment on any report or dashboard and have contextual interactions with stakeholders.
On-premise edition: In addition to the existing cloud version, Zoho Analytics will allow an installable on-premise edition to offer deployment choices to users, and lets medium and large enterprises analyze their data stored in-house.
Check out more on these enhancements here.
In continuation to this update, please check out the enhancements in SalesIQ and Social. Here is the link to the post.
Regards,
Anumita
Recent Topics
Support www.camcard.com
Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy
Option to Customize Career Site URL Without “/jobs/Careers”
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
Can't make a document editable to anyone
Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings
Edit Default Print
What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).
Widget shows error
Hi, May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com
How to print envelope labels from Zoho CRM
Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho
Data Import: New interface, improved field mapping, and more
Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more
Address labels
Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal. First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this
Print Labels
How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!
Mailing labels - Improperly formatted
All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,
Printing mailing labels
The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data
Pageless mode needed to modernise Writer
When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
Zoho Projects - Visual improvement to parent and sub-task relationship
Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks
API method to get activity feed in Recruit
Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?
Printing Mailing labels
Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.
Default to Current Date
I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?
Different Company Name for billing & shipping address
We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
Make Packages from multiple sales order of a single customer
Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
Show Custom Button in Portal Listview Canvas
I have created a custom button that shows in a list view of deals (internally I can see it). I have permissions to allow this button on the portal. But it is not displaying in the canvas list? Before I do too much leg work, is this function allowed?
Zoho Sites "pages" management page
I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
AI feature in Zoho Desk suggesting answers based on past ticket threads
Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.
Advanced Customization of the Help Center using JavaScript
Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming
Introducing Zoho POS for the Kingdom of Saudi Arabia
Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, and
Unveiling Zoho Sites 2.0 - A new dimension in website building
Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
Script Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
Not able to link email text.
Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.
Migrate data from old to new account
Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?
Zoho Analytics Regex Support
When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
landed cost-need help with different currency under the same bill
I’m having trouble recording landed costs in Zoho Inventory/Books. My purchase order is in CNY, but the landed cost (freight) I pay is in USD. Zoho forces everything under the same bill to use one currency, so I can’t enter the landed cost in its actual
Pricing Strategies: #1 Nuances in Pricing
When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it
[Free Webinar] Learning Table Series – Education Management in Zoho Creator
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
Move attachments from one module to another with Deluge
I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.
Help in function code
Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record to
Automation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your
how to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crm
Zoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
Zoho Projects - Add Feed to Project Tabs
Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can
Flow - Fetch info from drop down in another module
I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
Show unsubscribed contacts ?
Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
Next Page