Nuevas mejoras en Zoho CRM Plus
Hola a todos,
Tenemos el placer de anunciar el esperado lanzamiento de Zoho CRM Plus, preparado para ofrecer una experiencia unificada al cliente. Hemos agregado algunas mejoras a los módulos Desk, Social, Analytics y Salesiq que le ayudarán a dirigir sus procesos de negocio con más eficiencia. Además, nuestra plataforma unificada está diseñada para proporcionar al cliente una experiencia mejor y fluida gracias a la interfaz de usuario unificada, el panel de administración, las opciones de configuración, la función de búsqueda y el panel de usuario.
La lista de mejoras es bastante extensa, por lo que las describiremos en dos publicaciones separadas. En la primera publicación analizaremos brevemente las mejoras realizadas en los módulos Desk y Analytics, seguida de otra publicación en la que daremos detalles sobre las mejoras en Salesiq y Social.
Mejoras en Zoho Desk
En el módulo Desk hemos agregado las características siguientes:
- Blueprint
- Funciones de Zia, tales como el análisis de sentimientos, el etiquetado automático, la detección de anomalías, el panel de Zia , el asistente para respuestas, el bot de chat y Zia Voice.
Permita que sus equipos de asistencia técnica saquen provecho de las ventajas de la función Blueprint de CRM mediante Blueprint para Desk. Los equipos de asistencia pueden supervisar estrechamente los problemas e impedir su remisión frecuente a niveles jerárquicos superiores mediante la creación de un proceso de resolución de solicitudes de asistencia (tickets) que asegura que cada cliente reciba las mejores soluciones de forma puntual y coherente.
Ampliación de las funcionalidades de Zia a Desk
Hemos agregado funcionalidades de Zia al módulo Desk que le permitirán mejorar su proceso de negocio de muchas maneras. Veamos los detalles:
- Análisis de sentimientos : Al igual que el análisis de sentimientos para correos electrónicos existente en CRM, Zia ayudará a los agentes de soporte a identificar el tono de cada ticket de cliente para asegurar una respuesta rápida.
- Etiquetado automático : Zia etiquetará automáticamente las respuestas del cliente con palabras clave de acuerdo con el contenido del ticket, las cuales se agruparán de forma inteligente como etiquetas automáticas. Esto también ayudará a identificar las etiquetas de tendencias y el sentimiento del cliente que subyace en ellas.
- Detección de anomalías : Zia predice la tendencia que tendrán las respuestas a tickets entrantes y salientes y compara esa predicción con el tráfico real. Zia también sugerirá las posibles anomalías que puede haber.
- Panel de Zia : El panel maestro inteligente ayuda a los equipos de asistencia técnica a ver las etiquetas de tendencias, los sentimientos de tickets, las anomalías y otros elementos.
- Asistente para respuestas : Zia genera respuestas automáticas para las preguntas de los clientes mediante el análisis de palabras claves y también sugiere documentos de ayuda pertinentes de la base de datos. Los agentes de soporte puede previsualizar las respuestas de Zia y hacer uso de ellas al responder al cliente.
- Bot de chat : ASAP integra su centro de ayuda directamente en su sitio web o aplicación móvil. Cuando un usuario tiene un problema, puede consultar la base de conocimiento, escribir mensajes en la comunidad de usuarios, iniciar un chat con un experto o incluso emitir un ticket de soporte. Todo ello puede hacerlo sin necesidad de salir del sitio web u aplicación móvil.
- Zia Voice : Hemos agregado la funcionalidad de Zia Voice a Desk para que los equipos de asistencia técnica puedan acceder con facilidad a información contextual de cliente a través de mensajes de voz y de chat. De esta forma, Zia Voice puede ahora ayudar a los negocios a extraer información de cliente procedente de los departamentos de ventas, marketing y asistencia técnica. Zia Voice también está disponible como SDK, lo que permite a los negocios proporcionar la funcionalidad de Zia a sus clientes.
Mejoras en Zoho Analytics
Zoho Reports ahora se denomina Zoho Analytics y tiene las nuevas características siguientes:
- Ask Zia
- Información unificada procedente de los departamentos de ventas, marketing y asistencia técnica
- Nuevos conectores de datos en medios sociales, marketing y análisis de recursos humanos
- Alertas de datos inteligentes
- Análisis de colaboración
- Edición de instalación local
Ask Zia : Zia está ahora disponible en Zoho Analytics como asistente de búsqueda basado en inteligencia artificial. Los usuarios pueden hacer preguntas tales como "¿Cuál es la tendencia de ventas mensuales para cada región?" y obtener respuestas en forma de informes gráficos, en lugar de crearlos manualmente.
Información unificada procedente de los departamentos de ventas, marketing y asistencia técnica : Zoho Analytics combina automáticamente datos procedentes de diversas fuentes y genera informes y paneles predefinidos para supervisar métricas de negocio críticas. Aunque existen más de 300 informes y paneles predefinidos que proporcionan información empresarial útil, el usuario puede también combinar datos procedentes de diversas fuentes de acuerdo con sus necesidades.
Nuevos conectores de datos : Se han agregado seis nuevos conectores de negocio a Zoho Analytics, lo cual amplía el número de conectores a más de 100. Cada uno de estos conectores tiene 100 informes y paneles predefinidos, específicos del dominio, que el usuario puede utilizar inmediatamente con fines de análisis.
Estos son los conectores disponibles:
- Análisis de medios sociales: Páginas de Facebook, nombres de usuario de Twitter y análisis competitivo de Twitter
- Análisis de marketing: Bing Ads y Facebook Ads
- Análisis de recursos humanos: Zoho People
Alertas de datos inteligentes : Esta función avisa a los usuarios, mediante notificaciones integradas en la aplicación o de correo electrónico, cuando se detecta una anomalía y sugiere la acción apropiada.
Análisis de colaboración : Se ha agregado la posibilidad de hacer comentarios contextuales a las funcionalidades de colaboración de Zoho Analytics. El usuario puede hacer comentarios sobre cualquier informe o panel y tener interacciones contextuales con las partes interesadas.
Edición de instalación local : Además de la edición existente en la nube, Zoho Analytics estará disponible como versión para instalar en el sistema local del usuario a fin de ofrecerle opciones de implementación y permitir que las grandes y medianas empresas puedan analizar datos almacenados localmente.
Como continuación de la presente publicación, examine las mejoras realizadas en SalesIQ y Social. Este es el vínculo a la publicación.
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
Aishwarya EK
Octavio
Sticky Posts
GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM
¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la
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 Campaigns 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
Access CRM Variables from Formula field
Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts
Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger onSuper Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard
Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happeningPulling Specific Products from Sales Orders in Books to a CRM Record
We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,Clear String field based on the value of other field
Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do thisCustom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would beWithin the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter
Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possibleInvoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a wayFor each loop with available time slots
I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:Can we have Backorder Management ?
Can we have Backorder Management ?Converting Amazon Sales Order to Invoice
Hi there, We need advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory andZoho Inventory | Can't uncheck/turn off Advance Tracking
Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.Landed Cost application to Vendor Bills from dropship Purchase Orders
When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbersZoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions[Zoho Writer Webinar] Tips on collaboration control in Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll[Zoho Writer Webinar] Working with tables in Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take[Zoho Writer Webinar] Customize Writer to suit your business process
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of August 2023: Customize Writer to suit your business process. This webinar will cover the various ways to customize Writer to streamline business processes and improveIs there a way to print the dashboard?
I would like the capability of printing the dashboard - is that possible?Workflows for Timesheet
Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way toLinkedin - Recruiter System Connect
Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?[Webinar] A recap of Zoho Writer in 2024
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. ThereLearn how to automate IT asset and incident management with Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for November 2024: Learn how to use Zoho Writer's fillable forms for IT asset and incident management. This webinar will focus on how Zoho Writer can help you automate your organization's[Webinar] Learn how Zoho Writer can streamline your finance and admin operations
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for October 2024: Streamlining finance and admin operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you generate payslips and automate claim processes.[Zoho Writer Webinar] Learn how Zoho Writer can enhance the productivity of sales teams
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for August 2024: Streamlining sales operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you create sales documents and automate sales routines. There[Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring[Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of[Zoho Writer Webinar] Use formulas and conditions in Zoho Writer's document automation
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for May 2024: Learn how to use formulas and conditions in Zoho Writer. This webinar will focus on how to use formulas and conditions when automating document generation in Zoho Writer.[Zoho Writer Webinar] Personalize Zoho Writer to suit your needs
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for April 2024: Learn how to personalize Zoho Writer to suit your needs. This webinar will focus on how to easily customize Writer's features at the user and organization level forHow to refresh/update module fields in
Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BRData update/pull from a specific field or module
Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetchLookup field in User module cannot look up to custom modules!
Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?Trigger Zoho Cliq Channel Workflows for API Messages
Dear Zoho Cliq Team, I hope this message finds you well. We have noticed that reminders or messages posted to Zoho Cliq channels via the API do not trigger channel-based workflows. This limitation means that any bot configured with a participation handlerWebhook Trigger for New Messages in Cliq Channels
Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger canAbility to Edit the "Current Job Title" dropdown field
Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usuallyI'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.
I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.appProblem configuring/customizing sales pipeline steps
Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance Mworkflow for bounced email gets triggered, but email is status = opened
Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > BouncePower of Automation :: Automatically start / pause / stop timer on task status update.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Next Page