Zoho CRM 2016 is ready. Are you?

Zoho CRM 2016 is ready. Are you?

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.
Learn more>> CRM Variables

Schedules
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.
Learn more>> Custom 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.

To request access to Zoho CRM 2016 and to learn more about what's new, visit>> https://www.zoho.com/crm/whats-new/

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. 

Regards,
Vaagdevi Ravishankar


    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            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

                                                                                                            • How to Integrate Zoho Books with Xero (No Native Connection Available)

                                                                                                              Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
                                                                                                            • UPLOAD A CREATED PDF AUTOMATICALLY

                                                                                                              Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  
                                                                                                            • Short Custom Order

                                                                                                              Hi Everyone, I have question, i create some report use custom short order like below. But this is just show in development mode.... when i publish to production, it is not showing. And this is just showing in full admin mode. Can setting to show roles
                                                                                                            • is there a way to pass whatsapp message to Zoho CRM lead record?

                                                                                                              so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you can
                                                                                                            • How to use CDN with Zoho wesbites.

                                                                                                              I want to use CDN with my zoho- hosted website. I currently have a dot in website. I would seriously like to utilize CDN such as MAX CDN and cloudflare. Its that am not able to change dns with dot in website. Which is a great catch. Today site speed matters a lot both for business or personal sites. I have lot of visitors from different parts of the world and they suggest to make the website more faster. I would be great if I'm able to use dns or may be cdn.
                                                                                                            • Tip of the Week #58– Stay informed by following threads!

                                                                                                              Want to be notified about the activities happening over a specific thread without getting directly involved there? In shared inboxes, not every message requires your immediate response, but that doesn’t mean it’s irrelevant. Without a clear way to keep
                                                                                                            • Zoho CRM 表示が変わった?

                                                                                                              いつからかわからないのですが、本日(6/3)、表示が変わったことに気がつきました。 皆さんの環境でも変わっているのでしょうか? 当方は Zoho CRM Plus で Zoho CRM Everyone 環境です。 ■タブと項目 タブのレイアウト表示名が「標準」から「スタンダード」になっている。 表示だけなので Deluge とか影響はないとは思います。 ■レコード一覧の項目選択の表示 選択すると青色線で囲いが表示されるようになった。 選択しやすくなって使いやすいです。
                                                                                                            • How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

                                                                                                              We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
                                                                                                            • please include option for editing attachment name

                                                                                                              Users need the ability to rename an attachment without having to delete the original and then uploading a duplicate just to rename the doc. We need the ability to edit the name of an attachment directly in zoho. dgdlux
                                                                                                            • Lead Created Time Field

                                                                                                              I don't remember doing it but I must have removed the "Created Time" field from my lead module at some point.  Usually it doesn't let you permanently delete fields like this but it is not in my unused fields so it must have been permanently deleted somehow.
                                                                                                            • Notebook Password Recovery?

                                                                                                              I'm a very happy new user of Notebook, but ... my password has fallen from my memory and I am finding no avenue to reset it. How can I reset it to recover access to my notes? Thanks so much, HOC
                                                                                                            • Unable to create a download link for an uploaded Workdrive File

                                                                                                              Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code for
                                                                                                            • Data preservation when a Recruiter Admin leaves the organisation and account is deleted

                                                                                                              I can’t find in the documentation on this topic, so asking here. When the Recruiter Admin employee who has done all the hiring work, e.g. publish job postings, updating email notification templates, changing candidate statuses, writing notes, communicating
                                                                                                            • Zoho Sprints mobile app(Android and iOS) v2.0

                                                                                                              Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you're
                                                                                                            • Open-source Zoho API package for Python

                                                                                                              Dear Community, Some time ago I have started working on Zoho API to handle data management in more automated manner than before. Then I have found no relevant materials, except of Zoho API documentation, about how to start. Of course I do not mean it
                                                                                                            • Zoho Writer and Zoho Forms - Merge on update of a form

                                                                                                              Once Zoho Form is submitted it requires a check by the adviser / sales person and adding additional infomation to it before it gets send to the customer for the signature. Unfortuantely there is no option to Merge on update, only on submission of the
                                                                                                            • Journal Entries Do Not Show Multiple Entries to the Same Account

                                                                                                              Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
                                                                                                            • Cookies

                                                                                                              Hey Guys, being a EU based company, we're forced to show the cookie banner, providing easy to read information about the cookies we use and giving the choice to select which cookies the accept. I know in Zoho Marketing Hub, SalesIQ and Sites there are
                                                                                                            • Zoho Sign Custom Domain

                                                                                                              Any plans for Custom Domain?
                                                                                                            • Introducing AI-powered agreement management in Zoho Sign

                                                                                                              Hello! From automating repetitive tasks to enabling smarter decision-making, AI has moved from a futuristic concept to a practical tool for modern businesses. One of the most impactful applications of AI is in agreement and contract management. By leveraging
                                                                                                            • My bank is not in Books

                                                                                                              Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user
                                                                                                            • Updating a contact record's multiple select field

                                                                                                              Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email"  (including the quotes) but the flow returns an error requesting a jsondatatype.  I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field  with Zoho
                                                                                                            • CRM module name capitalisation bug ?

                                                                                                              HI, I''m writing a deluge script from Desk to create a task in CRM. All is good when I deal with a lead, but not when a contact is involved. It took me days to figure it out. It might be a bug. Here is a snippet of my script // Ticket Description taskMap.put("What_Id",{"id":ticketContactId});
                                                                                                            • Can I convert Multiline fields from Plain text to Rich Text?

                                                                                                              I have added several custom multiline fields (Plain text) in the Zoho CRM module "Accounts" before the Rich Text (RTF) feature was released in 2024. Now I am looking for a way to convert them to Rich Text format. Is there a way to do this? The problem
                                                                                                            • Webinar Recording: Maximizing Productivity with Bigin's Mobile Apps

                                                                                                              Dear Biginners, Hope you're doing well! As part of our ongoing Masterclass series, we’ve just completed an exciting webinar that explores the capabilities of our mobile apps. Whether it’s managing deals, communicating with customers, or meeting deadlines,
                                                                                                            • Need Help with Zoho CRM Integration

                                                                                                              Hello everyone! 👋 I'm currently in the process of integrating Zoho CRM with an Android gaming website focused on Fire Kirin Game. While everything is progressing smoothly, I'd love to get some expert input to make the integration as efficient and seamless
                                                                                                            • Validating an order by a superior

                                                                                                              Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments
                                                                                                            • Introducing Keyboard Shortcuts for Zoho CRM

                                                                                                              Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
                                                                                                            • Lets Talk Recruit: Key Takeaways from Our India Community Meetups

                                                                                                              Welcome back to Let’s Talk Recruit, the series where we bring you real stories, product insights, and community highlights from the world of recruitment. Our last post covered how you can build approval processes with zero follow-ups using Recruit. In
                                                                                                            • Emails Migration to Zoho

                                                                                                              Hi, I am in the middle of a migration from Salesforce to Zoho one. I am stuck on migratiing emails from Salesforce into Zoho. Does anyone have any suggestions?
                                                                                                            • How to set an automatic BCC recipient

                                                                                                              Hi there, is it possible to set a BCC recipient email address that is automatically showing up in the BCC field when you compile an email for a contact or lead? I want pretty much all emails I sent out of Zoho CRM to have the same BCC email recipient,
                                                                                                            • zoho commerce

                                                                                                              "I need to know where to find the wishlist function in Zoho Commerce."
                                                                                                            • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

                                                                                                              Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted
                                                                                                            • Error 400 Booking

                                                                                                              Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!
                                                                                                            • Popup Input Fields on Kanban View

                                                                                                              Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show these
                                                                                                            • Zoho Developer Hangout (ZDH) – Episode 19 | Catalyst for Zoho Developers

                                                                                                              Hey developers! Ready to shift gears from writing long Deluge scripts to building with single-purpose functions and powerful service calls? This session is for Zoho developers who are familiar with typical approaches to working in the Deluge environment
                                                                                                            • Why is it so difficult to login to zoho store dashboard

                                                                                                              I have logged in using zoho id and unable to access dashboard from past 30 mins - why is it so difficult to go dashboard of my own store?
                                                                                                            • Problem with CRM Connection not Refreshing Token

                                                                                                              I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
                                                                                                            • Zoho Thrive is getting a revamp: Here’s what’s changing

                                                                                                              We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:
                                                                                                            • Narrow Columns for the Calendar Day View

                                                                                                              Hello Zoho folks, First off thank you for Zoho Bookings! I have a feature request: the ability to adjust the columns width for the calendar Day View. User Story: Given that I am a Zoho Bookings admin And I am logged-in And I have > 5 staff members When
                                                                                                            • Next Page