Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together
Greetings from the Zoho CRM team!
Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have, to build meaningful customer relationships and drive revenue.
We realize that these are some unprecedented times, and that businesses need to be efficient with the resources they have and come up with strategies that help them stay resilient in the long run. As such, many of the features we've added are designed to expand on the capabilities of various existing features, improve upon their current functionality and even add new layers of capabilities to Zoho CRM that lets customers make their sales processes more connected, get better insights that impact their decisions and build strategies that drive sustained growth.
You can read more about these features in the following two places:
Our Webpage: What's New in Zoho CRM
Our Blog: Zoho CRM and You - Go Further Together
The features are classified broadly into a few categories:
- Sales Enablement
- Analytics and Performance Management
- Predictive Intelligence
- Sales Operations
1. Sales Enablement
These features are designed to fit seamlessly into the daily processes of the end-user and improve their overall experience by bringing in a high level of effectiveness, better quality of life and personalization in their day-to-day activities. Some key updates are:
- Threaded views in Emails - Gone are the days when you viewed your email communications in an individual and disjointed manner. Threaded views connect the entire email conversation in a single window, giving you the complete picture of your exchange with the customer.
- New fields in Zoho CRM - Custom fields can help businesses accomplish a lot, but nothing beats a natively supported field. We've now added deal lookup fields for Invoices, user lookup fields in subforms and rollup summary fields for CRM records.
- Native SMS functionality - Zoho CRM now supports sending transactional SMS from right inside the product. From managing templates, getting them approved and automating the sending of messages, everything can be managed right inside the product.
Note - The SMS functionality is currently supported in India only and will be opened in phases. We're working hard to ensure support for other countries and updates will be shared in the future.
2. Analytics and Performance management
To help businesses understand the state of the sales operations and pull meaningful insights from the data generated by their business, we have a few exciting additions.
- Forecast Archiving - Access to historical performance data can give you insights into the good and bad side of your sales process. You can now archive up to 5 years of forecasting data, readily accessible for whenever you need to analyze them.
- URL bases analytics for Webforms - How do you analyze the performance of a CRM webform hosted across different pages of your site? With the new URL based analytics, of course, which segregates all the performance data of your webforms across the different URLs they are hosted on.
3. Predictive Intelligence
The great thing about technology is that it can be used to make sense and even pull actionable insights out of the immense amounts of data that businesses generate on a day-to-day basis. Let's see how all the new tools that Zia has at hand to make magic with your data.
- Zia Presentation - Get consolidated reports on your business' most relevant metrics every month. Once configured, Zia will analyze and compose key metrics in a ready to digest presentation.
- Analytics for Zia - Understand how certain Zia functionalities are being used across your organization and their impact on your sales process. You can now get detailed analytics for Recommendations, Data Enrichment and Best time to contact.
- Call Transcription and Intelligence - For every call you make, Zia will now automatically transcribe the call if a recording is available. You get additional information like the intent, sentiment, emotion, and summary of the call as well.
4. Sales operations
We wanted to make the lives of CRM administrators a little easy when it comes to customizing and maintaining an organization's Zoho CRM account. We've introduced a massive quality of life feature and expanded on the capabilities of our existing Sandbox feature.
- An expanding Sandbox - The Zoho CRM sandbox is growing at a rapid pace with the introduction of the multiple sandbox functionality from last year. Now we're expanding what you can test in the sandbox environment by supporting Client Scripts, Static Resources, Trusted Domains and Map dependency.
- Admin Tools - CRM administrators now have a central location to manage and delete templates, workflows, views, and reports in bulk, that are no longer used or bloating up the system.
- Record Locking - If you wish to preserve the state of a record once it reaches a specific point in your sales process, you can now automatically or manually lock the record, preventing any changes from being made by any user in your org barring a few exceptions.
We hope you find these features useful and are excited to implement them into your daily processes. We have a lot more amazing updates coming this year–stay tuned!
For any queries, please write to support@zohocrm.com and we'll be happy to help you out.
But for now, happy selling from the entire Zoho CRM team.
But for now, happy selling from the entire Zoho CRM team.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Akilan S
Amit
Chris Kiadii
Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversSales forecasting now detects anomalies in user performance
Dear Customers, As you're probably aware, we've been continuously adding improvements to the forecasting feature in Zoho CRM, and we're excited to announce the latest one as part of #CRM25Q1: Anomaly detection in forecasting. Forecast reports are a directEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. ThisLeverage UX to Power CX: VoC insights are now available in Kiosk
Efficient teams deliver exceptional experiences Dear Customers, We hope you're well! When we built VoC for Zoho CRM, our focus was in fact to study the "voice" of the customers. It's been over a couple of years since we opened it for you, and we have
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Why is my Lookup field not being set through Desk's API?
Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,Ticket template - Send email to multiple contacts
Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each emailMultiple Zoho Attendees in a Customer meeting
We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating soEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingFeature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books
I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) throughClient Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (fieldZoho desk domain mapping not working
Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.) 2.) 3.) Hope to hear from you soon.Zoho Analytics pulling data from Zoho Sheets and Zoho Forms
It would be smart to have Analytics import data from Zoho Sheets or Forms.Feature Request – Support for Saskatchewan PST Self-Assessment in Zoho Books
I’d like to suggest a feature enhancement for Zoho Books regarding Saskatchewan PST (SK PST) self-assessment. Currently, when filing the SK PST return using Zoho Books’ return generator, there is a field labelled “Consumption Tax”, which is intended forExporting Presentations with Embedded Integrations
I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of whatBug in Total Hour Calculation in Regularization for past dates
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM checkEmbedding Zoho Analytics - is the data always 'live' ?
When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it alwaysCustomer/item(s) bought view
Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-whereZoho Flow Doesn't Detect Desk Ticket Custom Field Change
I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs asWeekly Tips: Track Email Engagement with Read Receipts in Zoho Mail
While email is a convenient and widely used way to communicate, it doesn't offer the immediate feedback you get from face-to-face conversations or phone calls. When we send an email, there is no way to know for sure if the recipient has acknowledged itsReusable Variables
I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollarThe Invoice Status in Zoho Finance is misleading
We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see theZoho CRM's V8 APIs are here!
Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wonderedIf Problema Formula
Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es degaMulti-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?Customer Portal Zoho Desk | Sort ticket list
Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:HTML Code + Writer Documents
Hello, I am in the process of writing a couple of documents in Writer. Both document will have 2 versions each. One version being a freebee that perspective clients can download from my website. The other version will be a paid version, and additionalThis mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Audit Log: Detailed View and Export for Better Tracking
Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experienceDisplay All Admin Roles in Zoho One Admin Panel
Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,Enable users to create and edit presentations in your web app using Zoho Office Integrator
Hi users, Did you know that your users can create, edit, and collaborate on presentations from within your web app? With Zoho Office Integrator's embeddable presentation editor, you can easily add these capabilities. Here are the highlights: Create presentations:Forced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.I can buy a Domine
I need assistance with an issue I'm experiencing. Whenever I attempt to purchase a domain, I receive a message that says, "We ran into some trouble. Please try again later." I would greatly appreciate any help you can provide. Thank you. Please referWhat's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights forZoho Customer Statements open item and NOT balance brought forward
How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstandingFree Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process
Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process April 24, 2025, 12 p.m. EDT As your business grows into the ecommerce sector, so do the complexities of fulfillment. From managing real-time inventory to handlingZoho Books Invoice Enable Payment Gateway with Deluge
I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe". I can not seem to find one article online on how to do this. Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);Issue List Export
When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations toViewing Live data
Where can I see the live data that is sent from the device?Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense
Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculatesHow can a Zoho Desk Admin access restricted files?
How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?NOW Zoho Creator still cannot bulk download Image or File Upload Field
The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed toHaving issue adding email account
Hi Sir/Madam, I having an issue adding an email account (user and group). We have two organization but I am getting an error while adding the account in both User and group. Yet the account is not there. See attached.UNEXPECTED RESPONSE CODE: 400"
Getting this on all new flows created with a Zoho Campaigns connectionNext Page