CRM: The 'Need Help?' section inside the product is revamped

CRM: The 'Need Help?' section inside the product is revamped

The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources".

Now, we have introduced a few more channels of communication:

  • Write to us
  • Talk with us
  • 24*7 Priority Assistance
  • Need a demo?
  • Community



Write to us:

Users can send an email to our support team (support@zohocrm.com) from within the product itself. 


Talk with us:

Users can dial the toll-free support numbers shown in the list and talk to the support executives available at their location.



24/7 Priority Assistance:

24/7 Priority Assistance gives you the option to choose your level of support assistance. There are three tiers in the support plan: Classic, Premium, and Enterprise.

Users have the privilege to purchase the plan of their choice. By default, all paid edition users will be part of the Classic Support Plan. They can upgrade to Premium or Enterprise plans by clicking Upgrade, which will redirect them to the payments page.




Points to remember

  • Enterprise support is available only for organizations that have 25 or more user licenses.

  • Users of the Classic support plan can check the available support plans by clicking on the "24/7 Priority assistance" option.


  • Users of the Premium support plan can check the available support plans by clicking on the "Try Enterprise support" option.


  • Users of the Enterprise support plan can check the available support plans by clicking on the Enterprise support option.


  • Users who made payments through offline sources by contacting the sales team need to contact sales@zohocorp.com to change their support tier.

  • Users can downgrade their support plan from the manage subscription page.

You can find more information on support plans here.

Need a demo?

We have received many requests from customers to give product demos, and we've decided to introduce an option for users to schedule a demo at their convenience. This feature is provided to all users who subscribe to the Professional and Enterprise trial editions of CRM.

To book a demo, users must click Need Help?, then click on Need a demo?, then they will fill in their basic information in the form and choose a slot. 




An acknowledgement email is sent to users once the demo slot is confirmed.

Community:

Earlier, the Community space was displayed under "Resources" within the Need Help section. We have now moved it under Need Help for easier access.



Tooltips added to User IDs:

Your User ID is a unique number that helps identify your account during support requests. We have added a tooltip to User IDs under the profile icon. This will help users identify and share their unique identification number while seeking assistance in the toll-free helpline.


 



Kindly let us know your feedback and suggestions by commenting below.


Regards,
Aayisha


 

 





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