Zoho CRM 2020 Feature Edition - Post Four

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.
Download the help documents and read more about the 2020 features here.
    • Sticky Posts

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    • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

      This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
    • Enhancement in Field update and date/time based triggers in Workflow

      Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
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      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
    • Updates in Workflow rules: Retry failed actions from workflow reports

      Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow

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