Llega Zoho One 2021: una nueva experiencia de usuario unificada

Llega Zoho One 2021: una nueva experiencia de usuario unificada

Nuevo Zoho One 2021, el sistema operativo unificado para empresas

¡Hola, comunidad!

Por fin podemos desvelar lo último en lo que hemos trabajado: un nuevo Zoho One, más unificado que nunca. Con el fin de seguir impulsando a los negocios y combatir sus desafíos actuales, como la dispersión de datos y las brechas de comunicación entre equipos aislados, hoy os presentamos la versión 2021 de Zoho One, con 5 nuevas aplicaciones, 3 nuevos servicios y 7 importantes mejoras en la plataforma. ¿Quieres saber más? Quédate leyendo esta publicación.

Navegación unificada y panel de control personalizable

Cada miembro de tu equipo puede ver ahora sus aplicaciones, servicios y paneles de información en una sola vista con la centralización a través de calendarios, paneles de control, navegación y más.  Ahora puedes anclar o desanclar tus aplicaciones favoritas con un solo clic. Y, gracias a las personalizaciones y a los más de 50 widgets preconfigurados, los usuarios tendrán visibilidad de toda la organización en una única vista, con la posibilidad de profundizar en ella con un solo clic.

Paneles de control unificados y widgets en Zoho One

Búsqueda mejorada de ZIA: información unificada y en tiempo real para la toma de decisiones empresariales críticas

¿Te cuesta encontrar un correo electrónico específico o un análisis en tiempo real que antes se perdía entre los departamentos? Ya no. Zia, la asistente de IA de Zoho y la plataforma de BI y análisis de Zoho permite a los usuarios predecir y proporcionar información en toda la organización, lo que permite tomar decisiones con confianza. Las nuevas innovaciones incluyen:
  • BI integrado y conversacional: Zoho One pone a tu disposición más de 1.500 informes y paneles de análisis pre-construidos, con análisis integrados y conversacionales que permiten a los responsables de la toma de decisiones profundizar en los datos y obtener información interdepartamental, todo ello mediante comandos de lenguaje natural utilizando Zia Insights.
BI unificado y conversaciones en todo Zoho One
  • Preparación de datos: Zoho Data Prep, una herramienta de preparación y gestión de datos de autoservicio está ahora disponible en Zoho One. Tanto si los usuarios preparan datos de aplicaciones de terceros como de otras fuentes, DataPrep, con tecnología de aprendizaje automático, puede ayudarles a integrar, modelar, limpiar, transformar, enriquecer y catalogar los datos, así como a integrarlos con Zoho Analytics o con un tercero para obtener nuevos conocimientos.
Preparación de datos con Zoho DataPrep
  • Work Graph: El nuevo servicio de back-end de Zoho mapea las interacciones entre las personas, los recursos, los sistemas y los procesos mediante el estudio de las señales y su fuerza en todo el entorno para construir un gráfico de trabajo en toda la empresa, que es específico para cada individuo dentro de la organización.
  • Búsqueda empresarial: Hemos mejorado la búsqueda de Zia en toda la organización: ahora Zia puede entender las solicitudes de lenguaje natural (NLP - sólo disponible en inglés). Busca en base a múltiples factores como el contexto, la proximidad y la relevancia.
  • Org Dictionary: Este nuevo servicio ofrece un diccionario central para toda la organización. Incorpora automáticamente el nombre de los empleados en la organización y otras fuentes, ofreciendo una dicción central y consistente a través de varias aplicaciones y usuarios de Zoho.
Org Dictionary en Zoho One

Construye una experiencia sólida para los empleados desde cualquier lugar

Para ayudar a acortar la distancia entre empleados, empresas y equipos que se ha ampliado con el trabajo remoto, Zoho One ofrece soluciones que promueven una mayor colaboración y experiencia de los empleados para apoyar cualquier modo de trabajo: 
  • Mobile Application Management (MAM) y Mobile Device Management (MDM): Con el trabajo remoto ahora persistente, Zoho One ahora incluye la capacidad de gestión de aplicaciones móviles de nivel empresarial. Los administradores pueden añadir y gestionar fácilmente todos los dispositivos de sus usuarios para tener una mejor visión y control del aprovisionamiento, los permisos y las políticas específicas de las aplicaciones, el bloqueo y la eliminación de los dispositivos de forma remota, y más, para apoyar la movilidad y la flexibilidad de los empleados. 
Gestión de aplicaciones móviles de nivel empresarial en Zoho One
  • Zoho Commerce: La incorporación de Zoho Commerce te permite crear tiendas online fácilmente con las herramientas necesarias para construir un sitio web, aceptar pedidos, hacer un seguimiento del inventario, procesar los pagos, gestionar los envíos, comercializar tu marca y analizar los datos. Además, Zoho Commerce también se integra con pasarelas de pago de terceros.
  • Zoho Learn: Ahora puedes disponer de una herramienta de gestión del aprendizaje que permite crear programas de formación y evaluaciones interactivas, para así fomentar el crecimiento de tus equipos.
  • Zoho Lens: Para facilitar una mejor comunicación y colaboración en un entorno de trabajo remoto, Zoho Lens proporciona asistencia y orientación remotas a los empleados a través de la Realidad Aumentada (RA) mediante anotaciones de RA en tiempo real, VoIP y chat de texto, y más.
  • TeamInbox: Tus equipos pueden utilizar esta bandeja de entrada de correo electrónico compartida para eliminar la duplicación de tareas y agilizar las conversaciones por correo electrónico en una ubicación central.

Capacidades de la plataforma en constante expansión

Zoho Marketplace ofrece miles de integraciones abiertas que permiten las extensiones de terceros y mejoran la potencia de la plataforma. 
Ahora puedes conectar todas tus aplicaciones favoritas a través de Single-Sign-On y construir flujos de procesos empresariales activos entre ellas. Construye aplicaciones personalizadas, portales, widgets y soluciones verticales con nuestras herramientas internas para desarrolladores.

¿Emocionados? ¡Sin duda nosotros lo estamos!  
El miércoles 20 de octubre está previsto un Zoho Live para explicar todas las novedades de Zoho One.
Para usuarios en España: 17h CEST
Para usuarios en Mexico y otros países de Latinoamérica: 10h CST
Regístrate aquí para no perdértelo: https://zcu.io/xkxp

Esperamos recibir vuestros comentarios sobre la nueva versión de Zoho One.

¡Gracias!

    • Sticky Posts

    • Nuevos tiempos en Zoho Community en español

      ¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar:  1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,

    • Recent Topics

    • Is Desk Down?

      Across department - always an error. [Status Mode] - error [Table View and the rest] - working

    • We Asked, Zoho Delivered: The New Early Access Program is Here

      For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

    • 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

    • How do I change the wording of the tile of SignForm?

      When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

    • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

      Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Clone Recurring Expenses

      Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Automation #7 - Auto-update Email Content to a Ticket

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

    • Ticket to article and Ticket to template

      Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template

    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Non-responsive views in Mobile Browser (iPad)

      Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

    • [Free Webinar] Learning Table Series - AI-Enhanced Logistics 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 Learning Table Series Learning Table Series is a free, 45-60

    • 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

    • Customizable UI components in pages | Theme builder

      Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

    • Feature Request - Set Default Values for Meetings

      Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to

    • Analytics <-> Invoice Connection DELETED by Zoho

      Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Error Logs / Failure logs for Client Scripts Functions

      Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

      I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • 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

    • #7 Tip of the week: Delegating approvals in Zoho People

      With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!

    • Trouble with using Apostrophe in Name of Customers and Vendors

      We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

    • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

      I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

    • 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

    • How to use MAIL without Dashboard?

      Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

    • Peppol: Accept Bill (Belgium)

      Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

    • Zoho Books is now integrated with Zoho Checkout

      Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

    • Add Zoho PDF to Zoho One Tool Applications

      It should be easy to add from here without the hassle of creating a web tab:

    • JOB WISE INVOICE PROCESS

      I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

    • Next Page