We are pleased to announce the launch of Zoho CRM 2016! This new version of our popular business software offers a range of enhancements and improvements, such as multichannel communication, productivity, customization and automation, as well as a new, clutter-free interface.
We've reimagined the CRM you've always loved. Here's a list of top new features to help you stay productive and close more deals.
Simplified user interface. Zoho CRM 2016 comes with a streamlined user interface that allows you to spend less time entering customer data into CRM and more time engaging with prospects. Listed below are some of the UI based improvements you can expect:
Simplified Setup page with search capabilities
Visual workflows
Enhanced reports and dashboards
Better organized record's details pages, including a "quick-stage update section" for deals (potentials).
SalesInbox SalesInbox is a one-of-a-kind email client made exclusively for your sales force. By adding deep CRM context to your emails, SalesInbox helps you prioritize your email stream, making it easy to keep on top of the most important communication. The email client also lets you organize your inbox with email filters based on CRM data, and also measure the effectiveness of your emails with email stats.
SalesInbox is only available upon request for users of the Enterprise Edition of Zoho CRM. To request access, please fill out this form>>
https://www.zoho.com/salesinbox/
SalesSignals SalesSignals notify you whenever your customers interact with your organization across a range of communication channels. Whether it's a missed call, a missed chat, an email click or an overdue support ticket, you'll receive real time alerts in CRM. Use SalesSignals to stay current on your customers' activities across multiple communication channels.
Email insights Email insights deliver the data you need to refine your business correspondence. Measure the effectiveness of emails sent from Zoho CRM with accurate email analytics (opens, clicks, replies, bounces), email template performance stats and version history.
Advanced filters Filter your records based on intelligent search criteria to extract valuable information from your CRM. Suppose you want to pull up any leads that haven't been followed up with yet or deals closing this month that still have overdue tasks. With advanced filters, just input your criteria and apply filter. Once you've isolated the records you're looking for, you can then perform the necessary followup actions, all from within the same screen.
Gamescope Make sales more fun with peer-to-peer contests for your sales team. Reward high-performers with trophies and badges. Display the names of your team superstars on leaderboards, and liven up your sales game.
Apple Calendar Sync (via CalDAV) Enable calendar synchronization with your iOS devices—iPhone, iPad, MacBook, Apple Watch and iPod Touch—via CalDAV to maintain a single calendar for both personal appointments and official CRM events.
True Mobility With the new Zoho CRM mobile app, seamlessly connect with contacts, access customer information, and find everything you need to close a deal from anywhere, anytime. Keep a record of your office visits by checking in to a client's location and associating that visit with an event on the mobile app.
Marketplace Choose from over 50 handpicked extensions for Zoho CRM to extend the power of CRM. Improve connectivity with external applications, ranging from customer support software to online marketing tools.
Sandbox Sandbox is a virtual testing environment that lets companies deploy the code/designs they've developed. Test your settings—automations, customizations—in the Sandbox, and then deploy those configuration to your Zoho CRM account when you are confident they're functioning how they ought to.
Page Layouts Set up custom page layouts within the same module to target different products/services
with specific business processes. Once you have created the layouts, you will be able to choose the layout on record creation - be it via web forms, import, or third party applications (APIs). You will also be able to configure layout-specific workflows, reports and custom views.
CRM Variables
CRM Variables are pseudo-module fields that are used for storing static and reusable information in your Zoho CRM account. These CRM variables have unique set of values that can be widely used as merge fields in email templates, mail merge, and inventory templates. It can also be used as reusable authentication parameters in custom functions, Webhooks, links and buttons, Related Lists, and APIs.
Schedules are automated user-defined actions that are performed through custom functions either at a particular time or on a recurring basis. Integrate your CRM data with your company’s website/intranet, any third-party applications or other Zoho Apps using Schedules. You can periodically sync up your contacts with other applications, push your CRM data to your legacy systems and also alert users about any idle leads or deals with Schedules.
Zoho Finance Suite integration Zoho Finance Suite integration allows you to link your Zoho Books, Zoho Invoice, Zoho Expense and Zoho Subscription accounts with Zoho CRM. View and monitor invoices, estimates, purchase orders, sales orders, expenses, expenses reports, and subscription details within your Zoho CRM account.
Record-level sharing Pick and choose the individual records to share and get your team working on deals that require attention from multiple departments.
Like the improvements? Spread the word about the all new Zoho CRM by using
#ReadyToSell on all major social media platforms. Also, please share your thoughts by commenting below.
Watch this space for further updates on Zoho CRM 2016.
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?
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
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
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
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