Zoho CRM 2020 Feature Edition - Post Two
Offer a personalized selling experience
The basis of personalized selling is in understanding your customers' behavior and choices, so you can pitch them the right products. Depending on your customer base and the size of your organization, it can take months or even years of monitoring to learn about their likes and dislikes. Parameters like business growth, client base expansion, and other factors will play a major role in reshaping your existing assumptions, but these factors are likely to go unnoticed or slip through the silos of information when you are evaluating manually. Therefore, it is necessary to have a system like Zia that can capture your selling movements and customer data and do the math for you.
Enhancing customer loyalty with auto-suggestions (Recommendation): One of the best ways to increase your sales through cross-selling and up-selling is by offering products that you know your customers want to buy. Several factors come into play when you're trying to infer the likes and dislikes of a customer, such as their current buying pattern, interests, and past purchases. Zia can take these factors into consideration and identify the most suitable product for a given customer. For example, suggestions can be based on:
- Previous purchases: a customer who has purchased an item can be recommended to buy similar products because it is more likely to interest them.
- Customer interest: a customer who shows interest in anti-spam software can be suggested similar software.
- Other customers' purchases: let's say that customers who purchased a mobile phone also tend to buy a mobile case, screen guard, and headphones. These items can be suggested to all the customers who buy a mobile phone as items that are frequently bought together.
Preparing your business for the future (Prediction Builder): Creating business plans and marketing ideas, building strategies to increase sales, and planning for the right campaigns to target a specific customer group can help you decide the course of the overall business. The Zia prediction system will analyze your current business pattern and show the possible outcomes of different decisions. Zia can predict:
If customers will be interested in buying a particular scheme or product by studying current interests.
- The chances for growth in revenue, and from which industry-type.
- Salary expectancy or a surge in new hiring, giving a heads-up to the finance and recruitment teams to plan for the days ahead.
- Zia can self-train using the data present in your records. You can specify the exact record types that should be considered as learning data to predict something specific.
Enhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the email
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
Gamescope is leveling upto Motivator for Zoho CRM
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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