Zoho CRM 2020 Feature Edition - Post Four
Improve work environment for your employees
Your employees may spend a considerable amount of time skimming data, like customer interactions, emails, events, campaigns, and calls to accomplish their daily activities. Their work can be made easier if your CRM can provide active assistance. Our new set of features are directed to empower your workforce.
Zoho CRM Analytics App: Dashboards can be viewed in the CRM mobile app. Teams can have a better control over information by sharing dashboards from the mobile app without accessing the desktop. They can search and select a dashboard and click on the desired component to get the complete details. They can also view the list of records by clicking on the individual data points.
In addition, the chart components can be swapped to view the data in the desired form. For example, a bar chart can be changed to a funnel or pie chart. The analytics app is supported in both Android and iOS versions.
Zia for emails: Most customers include details about themselves, their organization, and requirements in their email communications. As most interactions and transactions happen over email, it's helpful to capture these details directly. It will save time and effort spent entering the details manually, and more importantly, customer details will be quickly accessible to other teams from CRM for the next course of action. The following features in Zia will pull customer information, event details, and sentiment from their emails.
- Data enrichment through emails: Email signatures contain details such as company names, designations, mailing addresses, and contact numbers. By using data enrichment, Zia will directly capture these details to records in the Leads, Accounts, and Contacts modules.
- Event suggestions in emails: Customers requesting product demonstrations, hands-on training, and workshops over email can be captured by Zia. These suggested events can then be automatically added to CRM, saving time and streamlining accountability.
- Intent of the emails: Zia can categorize and highlight the intent of the customer email as requests, queries, complaints, and others. This will allow sales reps to prioritize urgent customer requests without reading through the entire email.
Wizards: Design an interactive and user-friendly record detail page for your teams to ease the process of entering record details. Wizards can let you break down a single, long record creation page into several screens that are easy to navigate and understand. Every page of a form is displayed over several screens and the user can navigate across the screens with the help of buttons like Next, Previous, and Save.
Workflow Suggestions by Zia: You can save time and effort by automating repetitive activities. Zia can identify recurring activities and give suggestions to create workflows to automate them.
Workflow for calls and customizing the call layout: Customize the call information screen by adding pick lists, custom fields, and more to capture vital information about incoming and outgoing calls. Also, automate activities before or after sales calls based on a wide range of triggers. Set up workflows to notify agents about missed calls, sending emails or scheduling call.
Services and Appointments (Yet to release): Service based industries can maintain an organized database of all the services they provide and create appointments on request. The appointments can also be linked to a job sheet that will allow the field agents or service managers to mark a job as complete, reschedule, or cancel. It can also help:
- Strengthening customer base, increasing retention, and attracting customers by sending targeted campaigns to customers.
- Field agents to enter additional information about the job and avoid delays due to miscommunication.
- Service managers to get a quick update on the job status by looking at the appointment details.
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Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activityCanvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpIntroducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in theBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
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