Announcing early access for PathFinder in CRM Plus

Announcing early access for PathFinder in CRM Plus


Hello everyone,
 
We're happy to announce we're launching early access to PathFinder—our journey discovery tool—in CRM Plus for all users. Every customer traverses a unique journey with your business that includes different touchpoints and channels. It's important to capture all these interactions and map them out, so you know which touchpoints yield you the most results and can lay out a plan of action accordingly. PathFinder helps you do just that!

As its name suggests, PathFinder captures customer interactions and automatically creates maps of their paths. You can use these maps to identify bottlenecks and common drop-off points in your existing touchpoints so you can make improvements as needed.

With PathFinder, you'll be able to:
  • Understand how customers interact with your business—how they find you, how they interact on your website, and more.
  • Identify the best cross-sell and upsell opportunities for your company.
  • Optimize and streamline your existing business processes for better outcomes.

The paths PathFinder identifies are visualized as three types of reports:
  • Path: Identifies and represents the order in which states are navigated.
  • Sankey: Represents the flow of data from one state to another via Sankey diagrams.
  • Journey: Shows a preview of the entire journey with all states and paths.

Here's an example of how you can use PathFinder:
 
Zylker Clothing is an ecommerce website that sells fashion and lifestyle products. They have multiple tabs and features on their website, like a signup form, a live chat bot, products, a quiz, a blog, a cart, and more. To gain insights into how and where first-time visitors engage with the website, Zylker Fashion uses PathFinder to track customer movements and generate reports on which tabs they click before adding items to the cart and purchasing them.




You can access the feature by going to Setup > CRM > Process Management > CommandCenter > PathFinder.
 
Note: PathFinder is one of two major components of CommandCenter—now a journey orchestration platform—that plays the role of a journey discovery tool. PathFinder enables you to fetch the relevant data necessary for constructing a journey map, which you can then use to create automated actions via the other main component of CommandCenter: Journey Builder. In simpler terms, PathFinder helps you to identify the paths customers take, and Journey Builder enables you to automate personalized interactions along those paths.

Feature limits:

No. of PathFinders
PathFinder versions
No. of states
Total no. of records per day
10
5
50
100,000
 

To learn more about the PathFinder feature, please visit this help page.



    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • 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


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now