Spotlight #5 Enrich your data from emails efficiently with Zia
Zia is Zoho's AI powered assistant that with high precision, recommends insightful suggestions to automate redundant tasks.
Do you still spend time replicating the details from your email to the CRM account? If so, read on, as this spotlight series discusses how Zia for emails can automate and delegate your repetitive tasks, so you can devotee your time and energy focusing on winning more deals. Learn how to make the most of, "Zia for emails" in Zoho CRM and, supporting features.
Zia for Emails
Emails are the official go-to place for important information regarding meeting schedules, business agendas, addresses, invoices etc. Any and every business spends too much time locating and entering data manually into their CRM database.
To understand this better, let's take the instance of an automobile manufacturer. Like every other business, there's an influx of leads. Naturally, this means a mix of leads - business leads and customer leads alike, spanning across the world. Here, it relies heavily on emails which inadvertently leads to manual work. Zia for emails automates repetitive tasks and captures data with high accuracy, freeing your time to focus more on closing deals efficiently.
Zia Data Enrichment
Once a record is created in your CRM account, it becomes increasingly difficult to modify its information due to the necessary periodic data update. Manually staying on top of all the record modifications and ensuring to update every one of them adds up to a lot of work.
With Zia's data enrichment for email signatures, automatically populate the data in CRM, and keep updating it with no hassle. Capture your customers' personal information such as website, contact number, company name, social handles, designation, company location, and address, right within your email and store it in CRM.
To enable data enrichment for email signatures:
- Select a record from any module
- Open an received email from the record's related list
- Click Enrich data
- Ensure that field mapping under data enrichment by Zia is configured to automate it
- Hit, "update leads".
Note: In CRM, there are certain frequently used fields called enrichment fields that include fax, designation, phone number, last name, and email, etc. Possibilities of referring these fields with different names in the CRM account might lead to field mismatch. To avoid field mismapping or incorrect data entry, you can map these enriched fields with the right CRM field manually.
Note that data enrichment in Zoho CRM and Zia data enrichment for emails are two different features. The data enrichment feature in Zoho CRM gathers data directly from a website or collates information from the web. Thus, the collected data is generic. Whereas parsing from an email signature makes it more personal and specific. So, the data is more reliable and accurate. The users need not manually update the required information. Zia will capture the data with high accuracy from their emails.
Though Zia has been there for a while, it still has a way to go, and there may be some initial hiccups in getting Zia tuned to your business. However, the more you use it, the better it gets. Do give it a shot, and post your questions in the comment section below. We'll be happy to help you out. Until then, stay tuned for the next Spotlight on Zia intent and sentiment analysis for emails.
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Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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