Introducing user-based personalization and presentation distribution 

Here's a quick recap:

Zia's Presentation is an AI-generated slide deck that gets published to all users as a notification. Using its generative intelligence, Zia computes and compiles usage-based personal and business insights for each rep that has enabled this feature. All a rep has to do is look at the numbers, come up with a workaround, and present them to their managers. This saves a lot of time with respect to computation and compilation. Learn more about the current setup.

We've changed the location of the Presentation feature in the setup to be directly under the Zia features in Zoho CRM. Previously, it was a tab under Zia > Notifications.

Choose user, data, and distribution parameters

Choose the data: You can choose the modules that are essential for computation. This enables you to focus on what metrics you want to evaluate. You can also let Zia choose that for you based on the popular usage observed in your organization—or you can opt for both.

Choose the carbon copy: Another method of generating sales metrics is to evaluate sales commission, in which case these insights can be shared with the sales operations team to distribute commission and incentives. For this, you can copy other users from the organization.

Choose the medium: You can choose to receive the presentation as a notification via Zia's default notification panel. If you've integrated Zoho Cliq into your organization, you can receive notifications there via a bot as well.

• As an administrator, you can generate up to 10 presentation configurations, and each configuration can be created for 10 individual users.
  
• A presentation created for a user will have insights based on their usage and will be shared with them only. Even if you include subordinates' data, the slide will be sent only to the users specified.
  
• If you'd like to share the deck with subordinates, you should add them separately.
  

• Get turnkey analyses with Zia's generative capabilities.
  
• Zia analyzes the usage of each user, and therefore includes all observed metrics in the computation.
  
• Behavioral analyses like cohorts and quadrants based on a user's performance substantiate the user's objectives and actions.
  
• The ability to configure and customize data and distribution helps you monitor the productivity of each sales rep or entire team quickly.
  
• Because these entries are triggered by the admin (sales managers) themselves, the findings are accurate.