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


 

 





    • Sticky Posts

    • Enhancements in Email Notifications

      Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the email
    • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

      This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
    • Enhancement in Field update and date/time based triggers in Workflow

      Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
    • Gamescope is leveling upto Motivator for Zoho CRM

      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
    • Updates in Workflow rules: Retry failed actions from workflow reports

      Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow

    Zoho Pagesense Resources

        Zoho SalesIQ Resources



              Zoho TeamInbox Resources

                Zoho DataPrep Resources


                    Zoho CRM Plus Resources

                      Zoho Books Resources


                        Zoho Subscriptions Resources

                          Zoho Desk Resources

                            Zoho Projects Resources


                              Zoho Sprints Resources


                                Qntrl Resources


                                  Zoho Creator Resources


                                    Zoho WorkDrive Resources




                                        Zoho Campaigns Resources

                                          Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now