Advanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.
Zoho Expense: Product Updates for April - June 2021
Hello users, Happy July! We know it's been quite some time since we announced updates, as we've been working on the new Zoho Expense for you. Now that the all-new Zoho Expense is up and running, it's time to share some fresh announcements and hear your
Multiple currency limits and availability extended
Hello everyone, We are glad to inform you that from hereon multi currency feature will be available for all paid editions. Earlier only Enterprise and above edition users could use this feature. In addition, we have also increased the limits for the number
SalesIQ chat routing - Connecting right operators with visitors
Running a big brand would involve handling multiple visitors from various domains and requirements. Routing all the incoming chats to random operators and transferring the discussions to the required operators will be very ineffective and time-consuming.
Introducing customizable widgets in the Zoho Desk iOS app
Hello All, In the latest version (v2.5.11) of the Zoho Desk mobile app, we have introduced two new widgets, one to view the ticket stats and the other one to view the tickets list. You can customize these widgets based on the custom views that you have
Custom Layouts and Fields for Meetings
Zoho Sprints has introduced the Custom Layout option for meetings. This will let you include additional information while you schedule meetings for projects. Let's say you'd like to include the meeting organizer's name. Since the existing layout doesn't
Return types in Widgets
Widgets in Zoho SalesIQ help you display different categories of essential information required for operators right inside their live chat window. These widgets can be built either using Deluge or using Webhooks. There are 5 different widget return types
Cliq UNLIMITED, UNLIMITED TRIAL plans pricing changes effective from 12th July 2021
We have added marginal changes to our Cliq UNLIMITED, UNLIMITED TRIAL plans as mentioned below. (The below mentioned pricing is in USD) Monthly Billing Up to 500 users = $3/user 501 - 1000 users = $2.5/user 1001 - 5000 users = $2/user 5001 - 10,000
Option to add 'Epic' is now supported in the Zoho Sprints mobile app
Hello everyone, In the latest version (v1.2.3) of the Sprints iOS app, we have brought in support for the option to add and edit an epic from the mobile app. You can do so by following the steps given below: Go to the Sprints mobile app. Select the 'More'
New in WorkDrive: Meet the improved file preview
Hello everyone! We are back with another exciting update for this month. In case you missed them, you can find our previous updates here. WorkDrive supports 160+ file formats which means you can quickly view files without having to open or download them. For this update, we have added a couple more enhancements to improve your file preview experience. Audio and video preview: You can now choose the speed at which a media file should play. The available speed options are .25x, .5x, .75x, 1 (normal),
Illustrate concepts effortlessly using Feather Icons in Zoho Show
Hi All! As you know, presenting data visually on a slide deck helps your audience get a better understanding of your subject. It also enables them to visualize the concept and take appropriate actions. A vector icon is an ideal option for visually
【7/28〜7/30】Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの Zoho CRM オンライントレーニングのご案内です。 ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/ 初期設定を一緒に行うハンズオンをはじめ、 レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。 コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください！
Twitter Chat on Email Newsletters—July 8, 2021
Hello everyone, You're all invited to join us for our Twitter chat that will take place on the 8th of July, 2021 from 10:30 AM - 11:30 AM GMT (4 PM - 5 PM IST). We hope that this one-hour twitter chat will help you kick start your newsletter and improve
What's new in the revamped calendar - An overview of user interface and features
Hello Everyone, Scheduling meetings and events using online calendars has become inevitable as almost the entire business world has gone online. Keeping track of events, meetings and appointments has become a necessity. To serve you better, we at Zoho have
Tip #3: Update Zoho CRM records using form responses
How to update the existing records in Zoho CRM with form responses? The Zoho Forms and Zoho CRM integration doesn't stop with creating a new record (you can check out our previous article on the topic here ). Existing CRM records can be modified and updated to a newer value, too. This can be useful when you want to modify records without manually searching and entering. How it works? This works by identifying the specific CRM record in the form so that its existing fields can be prefilled into the
Measure your team performance with Analytics
Hello all, While working as a team, it is always important to stay updated about the team's performance, so you'll know what you're doing well and where you should put more effort. To enable this, we are introducing Analytics in Zoho TeamInbox where
Push Notifications in mobile—Get notified about form submissions and record updates instantly
Hello everyone, Mobile notifications are a great way to stay updated about the arrival of new information or be reminded about tasks to complete. Whether it's a lead being generated or a customer who needs quick assistance, these instant notifications
Tip of the week #7: Customize Zoho Calendar's appearance based on your preferences.
Zoho Calendar gives users the options to customize the appearance of calendar grid based on their needs and convenience. The display language, font size, and themes can be customized using the set of options given to the users. Display Language You can
Bigin - Astuce #6 : Importer vos tâches & vos notes
Bonjour à tous, Dans cet article nous allons voir quelles sont les étapes à suivre pour importer depuis une feuille de calcul vos tâches et vos notes. Dans les deux cas, la démarche à suivre est la même. Avant tout, assurez-vous que le fichier d'importation
Option to import and export contacts is now supported in the Bigin iOS app
Hi everyone, In the latest version (v1.3.1) of the Bigin iOS app, you can now import and export contacts with a click of a button. This feature will help you to save time and eliminate the process of entering the contacts information manually. This
Deprecating Support for Authtokens in Zoho Projects
Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
What's new on Zoho Marketplace for Europe region?
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. In the second quarter of 2021, we released 40 new extensions for various Zoho products, including 32 extensions for Zoho CRM. Read on to learn
Explore the potential of Zobot-Zia Skills integration
Basics first, what is a Zobot? Zobot is a flexible bot development framework, that will let you build AI assistants that can be deployed to assist visitors hitting your site. Functionalities of the bots can be streamlined based on your business requirements without having to compromise your needs. Zobot is also open for integration with other best bot building platforms. What are Zia Skills? Zia skills platform lets you build conversational AI assistants, that are capable of more than just merely
Introducing Ytel, Salesloft, WooCommerce, and 8 more extensions for Zoho Desk
Deliver stellar customer service and win customer loyalty with Zoho Desk. Here's a list of all new extensions for Zoho Desk released in the second quarter of 2021. Connect your favourite business apps with Zoho Desk in a snap without writing a single-line
Introducing HoduPBX, Rivet SMS, n8n, Intercom and 13 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 17 more extensions for Zoho CRM in the month of June 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
Pack débutant : vos premiers pas sur Zoho Desk
Qu'est ce qu'un ticket ? Pour commencer à utiliser pleinement votre service client Zoho Desk, vous devez comprendre ce qu'est un ticket. Les tickets sont des demandes d'assistances envoyées par les clients. Ils regroupent plusieurs informations comme
Webinar: Accelerate multichannel online retail with advanced analytics
Hey everyone, Hope you are all safe and well. We are hosting a product webinar in collaboration with the Zoho Analytics team on the 30th of this month. This webinar is made for online retailers who are either into multichannel selling or are at least
What's New—June 2021
Hello everyone, Here are the latest updates for the month of June: During sessions, attendees can raise questions candidly by making their questions anonymous. This will make your sessions more interactive and open. We have revamped the settings and menus
What's new on Zoho Marketplace for June 2021
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in June 2021. Telephony extensions We released four new telephony extensions for Zoho CRM, Zoho Desk,
Zoho For Remote People Management
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
New feature: Create back-dated subscriptions
Hello from the Zoho Subscriptions team. :) We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions! From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based on
Input Parameters in Widgets
Widgets is a feature in Zoho SalesIQ that lets you display different categories of information required for your operator right inside their live chat window. These widgets can be built either using Deluge or using Webhooks. There are 5 different input
CRM Blueprint : Premiers pas
Bonjour à tous, Dans cette nouvelle série nous allons découvrir comment utiliser la fonction Blueprint de Zoho CRM. Chaque processus de vente est unique et comporte plusieurs étapes, gérées par des équipes différentes. Un processus comporte de nombreuses
Zoho Bookings outage on 30th June in the US data center
Dear customers, While we profusely thank you for your patience when we were busy identifying the issue that caused the outage in our US data center, we sincerely apologize for the trouble it has caused you. It was unfortunate but the events that triggered
Community Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is a
Tip of the week #6: Scheduling meetings and events across time zones made easy.
Zoho Calendar gives you options to get notified and change your time zone when you are in a different geo-location. You can also use a Secondary time zone when you regularly work with a team that is seated in a different time zone. Apart from these, you
Emphasize concepts effectively on a slide using audio and video clips in Zoho Show
Hi All! Delivering a presentation on a complex subject while keeping the audience interested can be challenging. Here's where media files are handy. You can add them to slides to help break up monotony in the slide deck. This also gives your voice a
Community Digest - Un résumé de juin 2021
Bonjour à tous, Découvrons ensemble un résumé de l'activité du mois de juin sur notre page Community France. En plus de notre série Trucs & Astuces, à laquelle vous avez été nombreux à réagir, notre communauté à pu vous aider à résoudre certains de vos
Community Digest: un resumen de junio de 2021
Community Digest de junio de 2021 ¡Buenas, comunidad! El mes de junio nos ha traído un meet-up virtual, consultas en el foro, tips and tricks y algunas noticias en Zoho. ¡Un mes muy completo! Pero, no nos adelantemos. En nuestro Community Digest de hoy
Community Learning Webinar: Delve deep into the core concepts of Zoho Creator | 17th June, 2021
Dear developers, Every customer has unique business needs and unique problems to solve. To be able to give solutions to these problems, to get over any stumbling blocks and to be able to build applications expeditiously that tailor to specific needs,
Next Page