Ask the Experts - Q&A discussion on building customer experience and foundation in CRM 2020
Last month, Zoho CRM delivered a mammoth release of 16 brand-new features. These span across developing customer insight, experience, intelligence and foundation in Zoho CRM. To help our users implement and understand the functionality of these new features, we've scheduled live Q&A sessions on this forum.
The first session will be held on 9th July, between 9:00 AM and 2:00 PM EDT | 2:00 PM and 7:00 PM BST and cover features falling under categories of Experience and Foundation in Zoho CRM.
Our panel of experts hail from the CRM development and management team and have seen these features built from scratch. So feel free to ask absolutely any questions around the features listed below
Experience
CommandCenter - It lets you build an online replica of your business process across multiple modules. This lets you manage actions across all departments of your organization, and with detailed reports, helps you improve customer experience at every stage.
Foundation
Wizards - Wizards help you to break down a complex record creation into a sequence of simple contextual data entry forms to help Sales Reps capture the information efficiently.
Multiple Sales Pipelines - Defines your processes as pipelines to manage sales on various product lines, geography, industry or other attributes. This lets you identify which deals you need to act on at any particular time.
Review Processes - Lets you verify and analyze customer data that enters your CRM. Ensures accuracy and credibility of your CRM data.
Calls and Email Workflows - Automates several activities based on incoming and outgoing emails. Start triggering workflows based on all calls and emails, and customize actions based on various parameters
Workflow suggestion and reports - Zia's workflow suggestions ensure you don't have to repeatedly perform mundane tasks that can otherwise be automated. Workflow reports offers you a slice & dice reports on effectiveness of your workflows with performance breakdowns of each action in the process.
How to participate
- Check this space on the above mentioned date and time, and post your questions as a comment below. Our experts will get right on it.
- If you're too eager to wait, simply post your question as a comment below right now, and our experts will respond to it in-line when the session begins. You'll get an email notification when a response has been made to your question.
- If you don't have any questions yourself, feel free to browse through and learn from the discussion.
- If you have implemented the features yourself, feel free to respond to questions your peers might post here. Also, share your experience using these features as comments below!
- Please try to restrict your questions to the features listed above. We will have regular sessions on the rest of the release soon.
- If you need some help getting started with these new features before the session, check out our recorded webinars.
