Introducing Zia Presentation in Zoho CRM

----------------Moderation 3.0, Date: 10th May'24---------------------------------------

Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access this feature, moving forward.

----------------------------------------Moderation 2.0, Date: 22nd March' 24-----------------------------------------

The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the US DC and EU DC.

----------------------------------------Moderated on 10th Jan, 2023------------------------------------------
New availability update:
The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the US DC.

Dear All,

We hope you're well!

We're excited to introduce our brand new Zoho CRM feature: Zia Presentation . Let's get into the details!

Business presentation is an integral part of every important decision in an organization. From performance reviews to root cause analyses, a well-crafted slide deck with insightful data is a powerful method of conveying an organization's problems, progress, and performance. However, deriving insight to build such presentations manually can be overly complicated: it requires identifying the right metric, running reports, creating charts and graphs, adding design elements, and compiling them as slides. It is an uphill battle that demands a substantial amount of time and effort.

Introducing Zia Presentation , a collection of personalized analytics gathered from your CRM data and computed by Zia. It generates exclusive insights and behavioral analytics relevant to your organization's performance and compiles the necessary findings as presentation slides.

For example, let's look at how Zylker Pvt. Ltd. employs Zia Presentation. Zylker is an enterprise business that creates about 150 ToFu leads and converts a minimum of 30 leads to customers each day. An organization that handles a handful of data on a regular basis requires constant scrutiny and supervision. By enabling Zia Presentation, they see metrics like leads created this week, the sum of revenue, breakdown of revenue contribution, number of completed tasks for the month, and more, delivered as a presentation without any manual configuration required. They also get charts like cohort and quadrant—auto-computed by Zia—to understand the pattern and behavior of their CRM data.

What are the common insights Zia presents?

Based on the data available in your CRM, Zia will compute and present the following insights and their KPIs as individual slides each month.

Lead information:

Number of leads created
Number of junk leads
Number of untouched leads
This week's leads

Deal information:

Number of open deals
Number of deals created
Number of deals won
Number of deals lost
Average sales cycle
Sum of revenue
Amount by account
Revenue by lead source

Activity information:

Open tasks
Completed tasks
Meetings
Calls
Overdue tasks

Additionally, for an in-depth analysis of patterns, Zia displays two types of behavioral analytical charts: cohort and quadrant charts.

How can I present these slides?

On the first day of each month, Zia will push the presentation as a notification in the Zia notification panel . All you have to do is to click on the notification and view the slides as a preview. Additionally, you can use the following toggles to present your narrative directly from your CRM:

Expand the slide to full screen
Zoom in and out
Navigate between slides
Point and present using arrow and laser light pointer
Annotate as you present using a pen and highlighter
Erase markups

Can I customize the slides?

Yes, the presentation you see from the notification is just the preview. However, if you would like to add your branding elements, more information, update the theme and typography, and more, you can open the presentation in Zoho Show and make your changes there.

Important note: Once saved, all the changes you make to the slides in Zoho Show will be synchronized with the presentation in Zoho CRM.

What are the limitations?

Zia Presentation can be enabled and viewed only by Administrators of an organization. It's available for organizations using the Ultimate edition, with 100 and more user licenses, and in most languages, except those with RTL scripts.

Release plan

We have opened this feature for all organizations with Enterprise and Ultimate edition and 20 and more licenses, in the US DC for now. It will be opened for other DCs subsequently.

Click here to access the help documentation.

That's everything there is to say about Zia Presentation—for now. We hope this feature will add value to your business management activities. Should you have more ideas/feedback on Zia Presentation, we'd be happy to hear from you!

Thanks and have a good one,

Saranya Balasubramanian

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Saranya Balasubramanian

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several