Focus Group webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships (Part 1)

Focus Group webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships (Part 1)



Hey everyone, 

A couple of months ago, Zoho CRM pushed out its 2020 feature edition release - a collection of 16 massive, brand-new features. All these features spread across different avenues in CRM, aim to collectively enhance and drive long-lasting customer relationships. We've categorized these features based on their function in developing customer insight, experience, foundation, and intelligence. More on the individual features that fall under each of the above categories, can be found here.

This month, we're covering features that help build customer experience and develop customer insight. To smoothen their implementation, we've scheduled Focus Group webinars split across 7 sessions that individually cover all these features. We'll discuss use cases for each feature and how it fits into common business scenarios, challenges it helps combat, and walk through step-wise implementations in CRM. Our panel for the Q&A session at the end of the Focus Group includes Zoho CRM Product Managers who have seen these features built from the ground up, and will be ready to answer any questions you have.  

Each Focus Group webinar is hosted in two sessions under different time zones to enable you to join in at a time that suits you.

 Date


 Title 

11:30 AM EDT | 4:30 PM BST
1:30 PM AEST | 9:00 AM IST
 Sept - 3


 

 Building customer experience with Zoho CRM -       CommandCenter

 Sept - 17


 Developing customer insight with Zoho CRM - Part 1 -   Segmentation and Marketing Attribution 

 Sept - 23


 Developing customer insight with Zoho CRM - Part 2 - Webform   Analytics and A/B testing, Cohort and Quadrant Analysis



Note: All these features are available only in CRM subscriptions that are enterprise-level or higher. 



    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • How to reach the official Zoho Support channels and avoid fake ones.

                                                              Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
                                                            • Function #35: Close all tasks associated with a lead and create a new task.

                                                              Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
                                                            • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

                                                              <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
                                                            • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

                                                              Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
                                                            • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                                Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator 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


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Power of Automation :: Automated Weekly Notifications for Unapproved Timesheets

                                                                                                                Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                              • Extracting Data from Sitelink APIs

                                                                                                                Hi All, I'm working to pull data on Sitelink using API calls but i can't seem to extract it. If you click expand, you will see it has a lot of data in it. I tried extracting from the map but it's not giving me anything. Is there a workaround on this or
                                                                                                              • Export a list of fields for all modules in a spreadsheet with specific field data

                                                                                                                Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could
                                                                                                              • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

                                                                                                                Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
                                                                                                              • 【Zoho Backstage】2025年7月のアップデート紹介

                                                                                                                本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - July 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを3点抜粋して、ご紹介します。 目次 1.参加可否の確認:RSVP 2.証明書作成ツール:Certificate Builder 3.登録の承認 :Registration Approval 1.参加可否の確認:RSVP
                                                                                                              • Can we have Backorder Management ?

                                                                                                                Can we have Backorder Management ?
                                                                                                              • Display a field of an Account on the Ticket view

                                                                                                                Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir
                                                                                                              • Insurance Agencies

                                                                                                                I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.
                                                                                                              • Problem with Egyptian internet ISP

                                                                                                                Dears,  We have problem with our ADSL internet SP, That your site not working with. So, we contact them and they asking us to contact you to solve this problem.  The problem that when we are connecting to Tedata ADSL your website not working (Business Email).  BR,, Mohamed Omar 
                                                                                                              • Mail Not Showing In Inbox or Sent Box

                                                                                                                Hi, there are mails that are not displaying in both my inbox and sent box. I just tried the iPad app and it is the same but there is a blank field where a mail should be and it refers to a server error. Please fix this.
                                                                                                              • Marketing Automation List Entry Criteria is no longer an option

                                                                                                                For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone
                                                                                                              • GCLID arrives not in CRM with iframe integrated ZOHO Form

                                                                                                                Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.
                                                                                                              • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

                                                                                                                Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to
                                                                                                              • Is it possible to edit placeholder text?

                                                                                                                In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting
                                                                                                              • How to allow download of a file AFTER information is collected?

                                                                                                                I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is
                                                                                                              • Add Baseline methods to API

                                                                                                                There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point
                                                                                                              • Fixed Assets beg balance

                                                                                                                Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process
                                                                                                              • CRM Deluge how can link attach file with workdrive file.

                                                                                                                Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you
                                                                                                              • Feature announcement: AI-powered document generator in Zoho Sign

                                                                                                                Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in
                                                                                                              • Permanently deleted files

                                                                                                                Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.
                                                                                                              • Shared Mailbox in iOS app

                                                                                                                Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
                                                                                                              • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

                                                                                                                Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried
                                                                                                              • Revenue Management: #6 Revenue Recognition in Professional Services Industry

                                                                                                                If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project
                                                                                                              • Zoho fsm scheduled maintenance dispatch

                                                                                                                Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,
                                                                                                              • zoho.inventory.getRecords returns no records

                                                                                                                I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection
                                                                                                              • Feature announcement - Simplifying document creation with Zoho Sign

                                                                                                                Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This
                                                                                                              • Integrating File Attachments in Zoho Flow Email Notifications

                                                                                                                Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger
                                                                                                              • Zoho project purchases

                                                                                                                Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.
                                                                                                              • How can I restore all the deleted Time entries of a Task in Zoho Projects

                                                                                                                How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore
                                                                                                              • Is there a way to make an account inactive in ZoHo Desk

                                                                                                                We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                              • How to set the value of the Phone field importing contacts in Zoho Desk

                                                                                                                Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.
                                                                                                              • How to center a field inside a section?

                                                                                                                I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but
                                                                                                              • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

                                                                                                                Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom
                                                                                                              • Showing the map along with mileage expense

                                                                                                                When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
                                                                                                              • Enable Validation Rule for Multi-Select Picklist Field

                                                                                                                Zoho, Please allow validation rules for multi-select fields.
                                                                                                              • File Upload field not showing in workflow

                                                                                                                Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
                                                                                                              • CRM Custom function updating a module record shows the Super Admin user as the record modifier

                                                                                                                Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
                                                                                                              • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

                                                                                                                Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data
                                                                                                              • get file api is returning Junk data

                                                                                                                I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
                                                                                                              • Need help with message box

                                                                                                                End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.
                                                                                                              • Next Page