Llega Zoho One 2021: una nueva experiencia de usuario unificada

Llega Zoho One 2021: una nueva experiencia de usuario unificada

Nuevo Zoho One 2021, el sistema operativo unificado para empresas

¡Hola, comunidad!

Por fin podemos desvelar lo último en lo que hemos trabajado: un nuevo Zoho One, más unificado que nuncaCon el fin de seguir impulsando a los negocios y combatir sus desafíos actuales, como la dispersión de datos y las brechas de comunicación entre equipos aislados, hoy os presentamos la versión 2021 de Zoho One, con 5 nuevas aplicaciones, 3 nuevos servicios y 7 importantes mejoras en la plataforma. ¿Quieres saber más? Quédate leyendo esta publicación.

Navegación unificada y panel de control personalizable

Cada miembro de tu equipo puede ver ahora sus aplicaciones, servicios y paneles de información en una sola vista con la centralización a través de calendarios, paneles de control, navegación y más.  Ahora puedes anclar o desanclar tus aplicaciones favoritas con un solo clic. Y, gracias a las personalizaciones y a los más de 50 widgets preconfigurados, los usuarios tendrán visibilidad de toda la organización en una única vista, con la posibilidad de profundizar en ella con un solo clic.

Paneles de control unificados y widgets en Zoho One

Búsqueda mejorada de ZIA: información unificada y en tiempo real para la toma de decisiones empresariales críticas

¿Te cuesta encontrar un correo electrónico específico o un análisis en tiempo real que antes se perdía entre los departamentos? Ya no. Zia, la asistente de IA de Zoho y la plataforma de BI y análisis de Zoho permite a los usuarios predecir y proporcionar información en toda la organización, lo que permite tomar decisiones con confianza. Las nuevas innovaciones incluyen:
  • BI integrado y conversacional: Zoho One pone a tu disposición más de 1.500 informes y paneles de análisis pre-construidos, con análisis integrados y conversacionales que permiten a los responsables de la toma de decisiones profundizar en los datos y obtener información interdepartamental, todo ello mediante comandos de lenguaje natural utilizando Zia Insights.
BI unificado y conversaciones en todo Zoho One
  • Preparación de datos: Zoho Data Prep, una herramienta de preparación y gestión de datos de autoservicio está ahora disponible en Zoho One. Tanto si los usuarios preparan datos de aplicaciones de terceros como de otras fuentes, DataPrep, con tecnología de aprendizaje automático, puede ayudarles a integrar, modelar, limpiar, transformar, enriquecer y catalogar los datos, así como a integrarlos con Zoho Analytics o con un tercero para obtener nuevos conocimientos.
Preparación de datos con Zoho DataPrep
  • Work Graph: El nuevo servicio de back-end de Zoho mapea las interacciones entre las personas, los recursos, los sistemas y los procesos mediante el estudio de las señales y su fuerza en todo el entorno para construir un gráfico de trabajo en toda la empresa, que es específico para cada individuo dentro de la organización.
  • Búsqueda empresarial: Hemos mejorado la búsqueda de Zia en toda la organización: ahora Zia puede entender las solicitudes de lenguaje natural (NLP - sólo disponible en inglés). Busca en base a múltiples factores como el contexto, la proximidad y la relevancia.
  • Org Dictionary: Este nuevo servicio ofrece un diccionario central para toda la organización. Incorpora automáticamente el nombre de los empleados en la organización y otras fuentes, ofreciendo una dicción central y consistente a través de varias aplicaciones y usuarios de Zoho.
Org Dictionary en Zoho One

Construye una experiencia sólida para los empleados desde cualquier lugar

Para ayudar a acortar la distancia entre empleados, empresas y equipos que se ha ampliado con el trabajo remoto, Zoho One ofrece soluciones que promueven una mayor colaboración y experiencia de los empleados para apoyar cualquier modo de trabajo: 
  • Mobile Application Management (MAM) y Mobile Device Management (MDM): Con el trabajo remoto ahora persistente, Zoho One ahora incluye la capacidad de gestión de aplicaciones móviles de nivel empresarial. Los administradores pueden añadir y gestionar fácilmente todos los dispositivos de sus usuarios para tener una mejor visión y control del aprovisionamiento, los permisos y las políticas específicas de las aplicaciones, el bloqueo y la eliminación de los dispositivos de forma remota, y más, para apoyar la movilidad y la flexibilidad de los empleados. 
Gestión de aplicaciones móviles de nivel empresarial en Zoho One
  • Zoho Commerce: La incorporación de Zoho Commerce te permite crear tiendas online fácilmente con las herramientas necesarias para construir un sitio web, aceptar pedidos, hacer un seguimiento del inventario, procesar los pagos, gestionar los envíos, comercializar tu marca y analizar los datos. Además, Zoho Commerce también se integra con pasarelas de pago de terceros.
  • Zoho Learn: Ahora puedes disponer de una herramienta de gestión del aprendizaje que permite crear programas de formación y evaluaciones interactivas, para así fomentar el crecimiento de tus equipos.
  • Zoho Lens: Para facilitar una mejor comunicación y colaboración en un entorno de trabajo remoto, Zoho Lens proporciona asistencia y orientación remotas a los empleados a través de la Realidad Aumentada (RA) mediante anotaciones de RA en tiempo real, VoIP y chat de texto, y más.
  • TeamInbox: Tus equipos pueden utilizar esta bandeja de entrada de correo electrónico compartida para eliminar la duplicación de tareas y agilizar las conversaciones por correo electrónico en una ubicación central.

Capacidades de la plataforma en constante expansión

Zoho Marketplace ofrece miles de integraciones abiertas que permiten las extensiones de terceros y mejoran la potencia de la plataforma
Ahora puedes conectar todas tus aplicaciones favoritas a través de Single-Sign-On y construir flujos de procesos empresariales activos entre ellas. Construye aplicaciones personalizadas, portales, widgets y soluciones verticales con nuestras herramientas internas para desarrolladores.

¿Emocionados? ¡Sin duda nosotros lo estamos!  
El miércoles 20 de octubre está previsto un Zoho Live para explicar todas las novedades de Zoho One.
Para usuarios en España: 17h CEST
Para usuarios en Mexico y otros países de Latinoamérica: 10h CST
Regístrate aquí para no perdértelo: https://zcu.io/xkxp

Esperamos recibir vuestros comentarios sobre la nueva versión de Zoho One.

¡Gracias!

    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

                                                          • Nuevos tiempos en Zoho Community en español

                                                            ¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar:  1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,


                                                          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 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

                                                                                                          • URL validation

                                                                                                            We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
                                                                                                          • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

                                                                                                            Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??
                                                                                                          • How can I adjust column width in Zoho Books?

                                                                                                            One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but
                                                                                                          • Invalid value passed for file_name

                                                                                                            System generated file name does not send file anymore - what is the problem?
                                                                                                          • Custom Function for Estimates

                                                                                                            Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate
                                                                                                          • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                            I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                          • Search in module lists has detiorated

                                                                                                            Every module has a problem with the search function :-/
                                                                                                          • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

                                                                                                            Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
                                                                                                          • Search in module lists has detiorated

                                                                                                            Every module has a problem with the search function :-/
                                                                                                          • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

                                                                                                            find attached extract of my report
                                                                                                          • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                            Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
                                                                                                          • Bigin: filter Contacts by Company fields

                                                                                                            Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
                                                                                                          • Has Zoho changed the way it searches Items?

                                                                                                            Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
                                                                                                          • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

                                                                                                            I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
                                                                                                          • CRM->INVENTORY, sync products as composite items

                                                                                                            We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
                                                                                                          • Zoho Calendar not working since a few days

                                                                                                            Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a
                                                                                                          • Monthly timesheet, consolidation of time by project

                                                                                                            I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
                                                                                                          • Building a Strong Online Identity with G-Tech Solutions

                                                                                                            In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create
                                                                                                          • Sending emails from an outlook account

                                                                                                            Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
                                                                                                          • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

                                                                                                            My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
                                                                                                          • Automating CRM backup storage?

                                                                                                            Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                          • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                            Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                                                                          • can't login Kiosk URGENT

                                                                                                            already try, can't login pls help to support. thanks.
                                                                                                          • 【Zoho CRM】CRM for Everyoneに関するアップデート:関連データ機能

                                                                                                            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。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法
                                                                                                          • Zoho Books

                                                                                                            How do I manually insert opening balance?
                                                                                                          • Profit / margins on Sales orders / Invoices / Estimates

                                                                                                            When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
                                                                                                          • Inventory to Xero Invocie Sync Issues

                                                                                                            Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
                                                                                                          • How to activate RFQ? What if a price list has ladder price for items?

                                                                                                            Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
                                                                                                          • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                                                                                            Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
                                                                                                          • Can't join canal Developers Zoho User

                                                                                                            Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
                                                                                                          • Desk Email reply - set default font / use custom font

                                                                                                            Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
                                                                                                          • PDF Templates - Checkbox Borders

                                                                                                            Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
                                                                                                          • Zoho CRM's custom views are now deployable from sandboxes

                                                                                                            This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
                                                                                                          • Settings Icon No Longer in ZOHO Desk?

                                                                                                            In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
                                                                                                          • Introducing the all-new email parser!

                                                                                                            Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                                                                                                          • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

                                                                                                            Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
                                                                                                          • Function #20: Custom calculation in item table of invoices

                                                                                                            When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
                                                                                                          • CBSA - GST CHARGES on imports

                                                                                                            Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on
                                                                                                          • Simplified Call Logging

                                                                                                            Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                                                                                          • Sub form doesn't as formula field

                                                                                                            Is it possible to get formula field in sub form in futures?
                                                                                                          • Next Page