Zoho CRM 2020 Feature Edition - Post Three
Evaluate how your business processes are performing
Most organizations use different processes to accomplish important activities, such as prospecting, following up on potential opportunities, customer onboarding, promoting live events and webinars, processing orders, and generating bills. It is crucial to monitor and evaluate the efficiency of each process on a regular basis to ensure their effectiveness and to make improvements along the way. Our new set of features can help you evaluate your business processes and identify the areas that need improvement.
Analyzing performance of web forms through analytics, and drawing comparative results with A/B tests (Web form analytics and A/B testing): Often, visitors browsing your website can turn out to be some of the most promising prospects. That's why it's important to ensure that your web forms can sustain their interest and continue to drive new business. To ensure your webforms are performing well, you need to periodically monitor their performance by checking:
- The number of visits to your web forms
- The total number of form submissions and more...
The results can easily indicate if corrective measures are needed. You can improve on the existing forms by adding/removing fields, introducing color, changing the design, and so on.
Using an advanced automation tool to build and automate customer journeys and business processes (CommandCenter): Lengthy and complex processes need to be regularly overseen to ensure their effectiveness. Processes such as loan disbursement and supply chain management involve many inbound and outbound teams to work collaboratively from the beginning until completion. This heightens the possibilities of delays, missing deadlines, transaction lapses or stagnation at different stages. To get a better hold of the process, it is essential to reduce manual intervention as much as possible, visualize the performance of each stage, and take necessary measures to rectify issues.
Using built-in models to calculate and credit ROI to marketing campaigns (Marketing attribution): From prospecting, to nurturing, to winning a deal, a prospect will often be contacted several times across different touchpoints. Each touchpoint is important in propelling the customer to the next stage in the sales cycle, and as a business it is essential for you to know which campaign is actually responsible in driving the customer to the end of the cycle so you can focus resources on the most effective ones. Marketing attribution provides four easy-to-use models that can help you attribute ROI to your best performing campaigns. For instance, the first-touch and last-touch models allow you to give maximum credit to the first and the last campaigns in the series. On the other hand, the U and W shaped models provide flexibility to adjust the percentage of the total ROI between two and three campaigns respectively. The linear model distributes the total revenue into equal parts among all the campaigns. The time decay model is designed to ascribe the highest ROI to the most recent campaign that led to the deal closure. By correlating a successful deal closure with your respective campaigns, you can identify which ones gave the greatest return on your investment and further build on those campaigns for future events.
Observing, tracking, and analyzing deal progress across multiple sales processes (Multiple sales pipeline): A sales pipeline is a visual representation of your sales process. You can see right away where prospects are in the buying cycle, the time spent at each stage of a deal, the likelihood of winning or losing a deal, and more. Not every deal progresses the same way, however, since every process is different, putting all deals through a single pipeline will not give a clear understanding of their individual progress. Therefore, it is essential to create dedicated sales pipelines for deals of different kinds. You can create multiple pipelines within a layout and ascribe different sales stages in each. This will help you and your sales agents get clarity on each process and take actions accordingly. Multiple sales pipeline can give better understanding of the sales process, help create efficient sales strategy, provide clear insight on the position of each lead in the sales funnel, helps reps spend less time in closing deals.
Regards,
Anumita Gupta
CRM | User Education
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anumita Gupta
Sticky Posts
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Projects - Update Feed via API
Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank youAutomated log-out/session end
I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)?Subform auto populate values
Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records fromWhat is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?WhatsApp Calling Integration via Zoho Desk
Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditionalThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youIdentify long running sync jobs/tables
My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersomeTemporarily rate limited due to IP reputation.
We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmasterAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourSolution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers usersBest-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs
We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,Associate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. ThanksNew integration: Zoho Sign for Zoho Projects
Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridgesUpdate to attachment display in ticket threads
This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times andNarrative 15: Blueprint - Automate, guide, and transform your support processes
Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when theirDifferent MRP / Pricing for same product but different batches
We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now?Batch/lot # and Storage bin location
Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the natureZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesSync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Writer update results in BitDefender blocking it as malware
After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.Zoho One Unified Portal - Applications
Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications plannedRefresh frequency
Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning butRefund
My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan beforeAdd "Fetch Composite Item" Action for Inventory
I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.Calling Function via REST API with API Key gives 401 using Zoho Developer
Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the DeveloperError due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.Embed CRM record images in email templates
I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ IAssign multiple departments to multiple helpcenters
Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in helpZoho Desk Training
Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?Edit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!PO Based Advance payment to Vendor
We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associateGetting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project TemplatesHow to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How doZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following isZoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated byAdmin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:Next Page