Focus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone,
Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight.
This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challenges it helps combat. We'll walk you 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.
Date | Title | 11:30 AM EDT | 4:30 PM BST | 1:30 PM AEST | 9:00 AM IST |
Oct - 15 | Building customer foundation with Zoho CRM - Part 1 (Multiple Sales Pipelines, Wizards, Review Process) | ||
Oct - 28 | Building customer foundation with Zoho CRM (Call Customization, Call and Email Workflows, Signals) | ||
Oct - 16 | Developing customer intelligence with Zoho CRM - Part 1 (Prediction Builder, Recommendation, Validation) | ||
Nov - 3 | Developing customer intelligence with Zoho CRM - Part 2 (Workflow and Assignment Suggestions, Zia for Email) |
Here's a brief run-through of these features and what they entail.
Foundation
Multiple Sales Pipelines - Manage multiple pipelines for different sales processes and track the progress of each deal through its multiple stages
Review Process - Verify and analyze customer data that enters your CRM. Ensure accuracy and credibility of your CRM data
Call Customization - Customize call information screen by adding pick lists, custom fields, and more to capture vital information about incoming and outgoing calls
Call and Email Workflows - Create automations based on emails and calls, and configure actions based on various parameters
Signals - Receive real-time notifications of all touch points from your leads, contacts, or potential customers, and follow-up with them from one central place
Intelligence
Prediction Builder - Keep up with the evolving market by predicting deal closure, forecasting growth, and likelihood of purchase
Recommendations - Get recommendations for the next product/service your customer might want based on their requirements, purchase, and behavioural patterns, and more
Image Validation - Weed out invalid images while automatically classifying and verifying image data
Workflow and assignment suggestions - Automate workflow suggestions for repetitive manual activities
Zia in email - Automate understanding email sentiments to prioritize responses and capture event information with a single click
Note - You can choose to register for a session that best suits you based on time zone as below
Column 3 -
11:30 AM Eastern Daylight Time
10:30 AM Central Daylight Time
08:30 AM Pacific Daylight Time
04:30 PM British Summer Time
09:00 PM Indian Standard Time
Column 4
02:30 PM Australia Eastern Daylight Time
04:30 PM New Zealand Daylight Time
11:30 AM Singapore Standard Time
09:00 AM Indian Standard Time
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sushmitha B
Bryant McNeil
marvin henson
Shah
634867837@zohoclosedAccount.com
Sticky Posts
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
New to Zoho TeamInbox?
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 CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
add meeting link
i want to add A meeting link in the mail when the user book the appointment then with the conformation mail i want to add meeting link thereUnable to add Guest Members
We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from anZoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label featureMissing parameters in request, any way i can figure out what parameters i need to add?
const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":Can you modify "Last Activity Time" in deluge? If so what's the field name?
I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhereRunning Total % in Pivot with filters
Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i addIncluded in Zoho One?
Will LandingPage eventually be included in Zoho One?Add an "Impersonate" feature to Zoho Projects
It would be nice to have an "impersonate" feature added to Zoho Projects that would allow administrators to impersonate employees to enable administrators to see for themselves what employees can and cannot see in the system. I am aware of all of theSelect CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?GROUPING OF CUSTOMER
SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKSZoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,2024 Wrap: Rediscover these features and enhancements in Zoho CRM
Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announcedA quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks
Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit timeThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youUpdate Candidate Status Through Workflow in Blueprint
Hi Team, We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,Zoho Canned respond do have a huge lag issue.
Previously the Zoho canned respond works perfectly ... on once server update and all the Canned respond enconter huge lag... in the end cause most of the canned respond just shown code with /xxx and not the sentence....ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your effortsSaving slide elements
I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?Are downloadable product available in Zoho Commerce
Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much AliceFunction #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you customMove site from WIX to ZOHO Sites
I have a simple website on WIX. I am wondering if someone is available to help me move this website - https://www.videothreezero.com/ to ZOHO. Michael Bostonzoho calendar week view - "super compact by default"
every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?Change work hours per day for employees
Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships
Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want toAdding New Domain to Zoho mail
Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,I cannot receive emails.
I need help, I've tried everything but I still can't receive emails from other people. I can send it but I can't receive emails, When I created the email it was all in order and suddenly I can't get emails from anyone anymore.Incoming Gmail Email Not Coming Into Zoho
My outbound email from Zoho is working, but when people respond to the email, it's not coming back into Zoho. I can see it when I'm in Gmail, but it's not in Zoho.Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked.
Preciso de ajuda não consigo enviar emails,conta recen criadaAverage Costing / Weighted Average Costing
Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.Credit note
By mistake I issued credit note in Jan 2025 for the invoice related to Dec 2024. Now I want to delete this credit note but anable to do so. Need help in thisHow to query for Deals record based on Pipeline?
I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'InvalidCRM formula field help
Hello! i was hoping to get some help with a formula i'm creating within a module. I'm looking to make a formula that changes based on a date field but based upon the present date. This is the formula i have so far: If(Now() < ${Instructors.Start Date},Change to copy/paste functionality in Deluge code editor
Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?BIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? ThanksBANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING
As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?Create a custom button to modify custom fields in zoho Inventory
I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhereCanadian payroll
Hello ZOHO, is any updates on when payroll for Canada will be available?Default reminders on Emails
I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requiresin zoho assist I would like to temporarliy go into view only mode
During a zoho assist remote support / remote control session, I would like an option to turn off control, and go into view only mode. Then later, turn back on control, all within the same session. (Many other remote login apps have this feature.) ForZoho notes list issue
Hi team, Suddenly my extension is not working and I could not find the extension in my marketplace list anymore. Extension version deprecated This version of the extension is no longer in use. Please update the extension and try again.Next Page