Nuevas mejoras en Zoho CRM Plus

Nuevas mejoras en Zoho CRM Plus

Hola a todos,

Tenemos el placer de anunciar el esperado lanzamiento de Zoho CRM Plus, preparado para ofrecer una experiencia unificada al cliente. Hemos agregado algunas mejoras a los módulos Desk, Social, Analytics y Salesiq que le ayudarán a dirigir sus procesos de negocio con más eficiencia. Además, nuestra plataforma unificada está diseñada para proporcionar al cliente una experiencia mejor y fluida gracias a la interfaz de usuario unificada, el panel de administración, las opciones de configuración, la función de búsqueda y el panel de usuario.

La lista de mejoras es bastante extensa, por lo que las describiremos en dos publicaciones separadas. En la primera publicación analizaremos brevemente las mejoras realizadas en los módulos Desk y Analytics, seguida de otra publicación en la que daremos detalles sobre las mejoras en Salesiq y Social.

Mejoras en Zoho Desk

En el módulo Desk hemos agregado las características siguientes:
  • Blueprint
  • Funciones de Zia, tales como el análisis de sentimientos, el etiquetado automático, la detección de anomalías, el panel de Zia , el asistente para respuestas, el bot de chat y Zia Voice.
Permita que sus equipos de asistencia técnica saquen provecho de las ventajas de la función Blueprint de CRM mediante Blueprint para Desk. Los equipos de asistencia pueden supervisar estrechamente los problemas e impedir su remisión frecuente a niveles jerárquicos superiores mediante la creación de un proceso de resolución de solicitudes de asistencia (tickets) que asegura que cada cliente reciba las mejores soluciones de forma puntual y coherente.

Ampliación de las funcionalidades de Zia a Desk

Hemos agregado funcionalidades de Zia al módulo Desk que le permitirán mejorar su proceso de negocio de muchas maneras. Veamos los detalles:
  • Análisis de sentimientos : Al igual que el análisis de sentimientos para correos electrónicos existente en CRM, Zia ayudará a los agentes de soporte a identificar el tono de cada ticket de cliente para asegurar una respuesta rápida.
  • Etiquetado automático : Zia etiquetará automáticamente las respuestas del cliente con palabras clave de acuerdo con el contenido del ticket, las cuales se agruparán de forma inteligente como etiquetas automáticas. Esto también ayudará a identificar las etiquetas de tendencias y el sentimiento del cliente que subyace en ellas.
  • Detección de anomalías : Zia predice la tendencia que tendrán las respuestas a tickets entrantes y salientes y compara esa predicción con el tráfico real. Zia también sugerirá las posibles anomalías que puede haber.
  • Panel de Zia : El panel maestro inteligente ayuda a los equipos de asistencia técnica a ver las etiquetas de tendencias, los sentimientos de tickets, las anomalías y otros elementos.
  • Asistente para respuestas : Zia genera respuestas automáticas para las preguntas de los clientes mediante el análisis de palabras claves y también sugiere documentos de ayuda pertinentes de la base de datos. Los agentes de soporte puede previsualizar las respuestas de Zia y hacer uso de ellas al responder al cliente.
  • Bot de chat : ASAP integra su centro de ayuda directamente en su sitio web o aplicación móvil. Cuando un usuario tiene un problema, puede consultar la base de conocimiento, escribir mensajes en la comunidad de usuarios, iniciar un chat con un experto o incluso emitir un ticket de soporte. Todo ello puede hacerlo sin necesidad de salir del sitio web u aplicación móvil.
  • Zia Voice : Hemos agregado la funcionalidad de Zia Voice a Desk para que los equipos de asistencia técnica puedan acceder con facilidad a información contextual de cliente a través de mensajes de voz y de chat. De esta forma, Zia Voice puede ahora ayudar a los negocios a extraer información de cliente procedente de los departamentos de ventas, marketing y asistencia técnica. Zia Voice también está disponible como SDK, lo que permite a los negocios proporcionar la funcionalidad de Zia a sus clientes.

Mejoras en Zoho Analytics

Zoho Reports ahora se denomina Zoho Analytics y tiene las nuevas características siguientes:
  • Ask Zia
  • Información unificada procedente de los departamentos de ventas, marketing y asistencia técnica
  • Nuevos conectores de datos en medios sociales, marketing y análisis de recursos humanos
  • Alertas de datos inteligentes
  • Análisis de colaboración
  • Edición de instalación local

Ask Zia : Zia está ahora disponible en Zoho Analytics como asistente de búsqueda basado en inteligencia artificial. Los usuarios pueden hacer preguntas tales como "¿Cuál es la tendencia de ventas mensuales para cada región?" y obtener respuestas en forma de informes gráficos, en lugar de crearlos manualmente.

Información unificada procedente de los departamentos de ventas, marketing y asistencia técnica : Zoho Analytics combina automáticamente datos procedentes de diversas fuentes y genera informes y paneles predefinidos para supervisar métricas de negocio críticas. Aunque existen más de 300 informes y paneles predefinidos que proporcionan información empresarial útil, el usuario puede también combinar datos procedentes de diversas fuentes de acuerdo con sus necesidades.


Nuevos conectores de datos : Se han agregado seis nuevos conectores de negocio a Zoho Analytics, lo cual amplía el número de conectores a más de 100. Cada uno de estos conectores tiene 100 informes y paneles predefinidos, específicos del dominio, que el usuario puede utilizar inmediatamente con fines de análisis.

Estos son los conectores disponibles:
  1. Análisis de medios sociales: Páginas de Facebook, nombres de usuario de Twitter y análisis competitivo de Twitter
  2. Análisis de marketing: Bing Ads y Facebook Ads
  3. Análisis de recursos humanos: Zoho People

Alertas de datos inteligentes : Esta función avisa a los usuarios, mediante notificaciones integradas en la aplicación o de correo electrónico, cuando se detecta una anomalía y sugiere la acción apropiada.


Análisis de colaboración : Se ha agregado la posibilidad de hacer comentarios contextuales a las funcionalidades de colaboración de Zoho Analytics. El usuario puede hacer comentarios sobre cualquier informe o panel y tener interacciones contextuales con las partes interesadas.

Edición de instalación local : Además de la edición existente en la nube, Zoho Analytics estará disponible como versión para instalar en el sistema local del usuario a fin de ofrecerle opciones de implementación y permitir que las grandes y medianas empresas puedan analizar datos almacenados localmente.

Como continuación de la presente publicación, examine las mejoras realizadas en SalesIQ y Social. Este es el vínculo a la publicación.


    • Recent Topics

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • PDF Template have QTY as first column

      I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

    • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

      Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

    • Welcome to the Zoho ERP Community Forum

      Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Consolidated report for multi-organisation

      I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

    • IMAP mail after specify date

      Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.

    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

    • Next Page