New Enhancements in Zoho CRM Plus

New Enhancements in Zoho CRM Plus

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:
  1. Social media analytics: Facebook Pages, Twitter handles, and Twitter competitive analytics
  2. Marketing analytics: Bing Ads and Facebook Ads
  3. 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




    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on
    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
    • Recent Topics

    • Ability to Add YouTube Video to Playlist During Publishing

      Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has
    • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

      Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
    • Sharing Form Ownership Among Multiple Users

      I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 
    • How to go to the next open ticket in the queue when agents closes ticket

      Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
    • How to Automate Email Sequence

      I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
    • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

      Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween
    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
    • Zia expands to China with native features and DeepSeek-powered generative AI features

      Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek
    • Email in each module

      We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.
    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has
    • Introducing Skill-Based Ticket Assignment

      The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency
    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
    • Kaizen #213 - Workflow APIs - Part 1

      Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,
    • Browser and address bar hide

      Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really
    • Cells Border

      Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give
    • Credit Management: #2 Configuring Right Payment Terms for Credit Control

      Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine
    • Zobot and Sales IQ

      What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too
    • Workflow workdrive rollout

      Hi! When will workflow be rolled out to all users? Thanks.
    • Task Due Date greater than 10 years.

      We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example
    • Zoho Analytics - Make text clickable in underlying data

      Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the
    • Custom Modules - Where are Comments??

      In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
    • ZOHO TEAM INBOX Calendar Integration

      The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
    • mail admin not loading

      i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i
    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
    • Blueprint status change

      I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible
    • Support french language options

      Greetings, I want to use Zoho with the french language portal, however the supplied translation is not very good (google translate). There are many basic mistakes on the main most important sections (my requests, submit a request). Is there a way for
    • 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
    • filter broke my data

      I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
    • Introducing the Workflow and Actions APIs for Zoho CRM

      We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow Rules
    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized
    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
    • Zoho Form URL displays incorrect name

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any
    • Consumers are talking about your business. Are you listening?👂

      A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect
    • What counts as a Temp for Billing Purposes in Workerly

      I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point
    • Form name incorrectly displayed in URL

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any
    • I can't receive mail

      Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for ​my site. I also edited the DNS settings, but it doesn't work at all.
    • 1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt

      1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq
    • Next Page