Zoho CRM 2020 Feature Edition - Post Two

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.

    Access your files securely from anywhere











                            Zoho Developer Community





                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            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

                                                                                                            • Zoho PDF editor has a lot of issues.

                                                                                                              Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.
                                                                                                            • Zohom mail

                                                                                                              Plz resolve the problem . I hope u understand .
                                                                                                            • Workdrive on Android - Gallery Photo Backups

                                                                                                              Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                                                                                            • Clients not receiving emails

                                                                                                              I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
                                                                                                            • stock

                                                                                                              bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
                                                                                                            • Zoho sheet desktop version

                                                                                                              Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
                                                                                                            • ZOHO SHEETS

                                                                                                              Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
                                                                                                            • Zoho Books - France

                                                                                                              L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                                                                                            • Using Zoho Flow to create sales orders from won deal in Zoho CRM

                                                                                                              Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid
                                                                                                            • Is Zoho Sheet available for Linux ?

                                                                                                              Is Zoho Sheet available for Linux ?
                                                                                                            • Bharat

                                                                                                              a
                                                                                                            • how to disable staff selection Zoho Booking integrated to SalesIQ?

                                                                                                              currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
                                                                                                            • Zoho Bookings No Sync with Outlook

                                                                                                              Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
                                                                                                            • End Date in Zoho Bookings

                                                                                                              When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                                                                                            • Custom confirmation message

                                                                                                              How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
                                                                                                            • Issue showing too many consultations in my workspace link.

                                                                                                              Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                                                                                            • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

                                                                                                              I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
                                                                                                            • Zoho Learn & Zoho Connect

                                                                                                              Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
                                                                                                            • Addin Support in Zoho Sheet

                                                                                                              Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                                                                                            • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

                                                                                                              My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho
                                                                                                            • how to add subform over sigma in the CRM

                                                                                                              my new module don't have any subform available any way to add this from sigma or from the crm
                                                                                                            • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

                                                                                                              Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil
                                                                                                            • How to upload own video?

                                                                                                              How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?
                                                                                                            • Support new line in CRM Multiline text field display in Zoho Deluge

                                                                                                              Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
                                                                                                            • Announcing new features in Trident for Windows (v.1.32.5.0)

                                                                                                              Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or
                                                                                                            • How to render either thumbnail_url or preview_url or preview_data_url

                                                                                                              I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
                                                                                                            • Zoho CRM Calendar | Custom Buttons

                                                                                                              I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
                                                                                                            • Max numbr of IMAP Accounts in Zoho Mail?

                                                                                                              In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?
                                                                                                            • Create Lead Button in Zoho CRM Dashboard

                                                                                                              Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out
                                                                                                            • Searching customer field

                                                                                                              Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
                                                                                                            • Introducing Version-3 APIs - Explore New APIs & Enhancements

                                                                                                              Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
                                                                                                            • Zoho CRM Tracking Google Enhanced Conversions

                                                                                                              Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,
                                                                                                            • zoho click, and nord VPN

                                                                                                              Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
                                                                                                            • Connecting Portals from different Zoho apps

                                                                                                              Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
                                                                                                            • Billing Management: #5 Usage Billing

                                                                                                              After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well
                                                                                                            • Function #10: Update item prices automatically based on the last transaction created

                                                                                                              In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
                                                                                                            • Inventory Adjustments

                                                                                                              Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)
                                                                                                            • Zoho CRM Community Digest - Aug 2025 | Part 1

                                                                                                              Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected
                                                                                                            • Please make it easier to Pause syncing

                                                                                                              right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
                                                                                                            • How to create a Zoho CRM report with 2 child modules

                                                                                                              Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
                                                                                                            • Next Page