Introducing Zia Recommendation Analytics
We are excited to present Zia Recommendation Analytics in Zoho CRM.
Zia recommends products or services to the CRM users by understanding historical behavior of records and by correlating similar attributes. These recommendations benefit users to enhance the sales experience. To assess the effectiveness of these recommendations in your business, we are providing Zia Recommendation Analytics.
Zia delves into different aspects of recommendations, to present the following insights:
Number of active recommendations
- Total recommendations shown vs record conversion rate
- Products wise recommendation
- Recent trend of recommendation
- Recommendation type wise performance
- Top users adhering to recommendations
Let's get into the details!
- Number of active recommendations - This analysis highlights the total number of recommendations that are currently active in your organization and their success rate. This helps you to assess the quality of these recommendations, explore the opportunities, and to know how many of these recommendations are displayed for new and existing contacts.
- Total recommendations shown vs record conversion rate - This analysis will provide insights about the total recommendations displayed in a given period and their conversion rate, how these recommendations are converted - Exact conversion or Partial conversion, and the number of recommendations that failed to convert a record.
- Products wise recommendation - This analysis will highlight the products that are recommended multiple times, the number of customers who purchased the recommended products, and number of transactions for that particular recommendation. Also, you can inspect the insights for the least recommended products, or choose a custom product from the dropdown.
- Recent trend of recommendations- This analysis explores the recommendation pattern overtime. Based on the patterns you can ascertain when a particular product or service has been mostly recommended and the reason behind the surge or dip in the recommendations.
- Recommendation type wise performance - This table provides information like number of recommendations made, number of deals created, and overall success rate in those deals for each recommendation types like Repeat, Sequence, First Time, Relationship, and Bundle.
- Top users who followed recommendation- This analysis explores the distinction between the number of records shown versus number of deals created based on these suggestions. This helps to identify their adoption of recommendations in their selling practices and compare their performances.
P.S.: These analytics are provided only for organization in enterprise and ultimate edition, with 20 users and above.
This feature has been released for all users in US, EU, and IN DCs. Click here
, for more information about recommendation analytics.
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRM
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
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
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
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.