Quadrant Analysis - Word of the day #105
When you have a large amount of sales data in your Zoho CRM, quadrant analysis allows you to distribute the data that you want to analyze or measure into four quadrants. You can analyze data such as, i) the type of campaigns versus the revenue generatedCohort Analysis - Word of the day #104
Cohorts are groups of users, customers, or data that share similar characteristics at any point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific time period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and observing the resultant impact on the overall health of theSuper Admin - Word of the day #94
The Super Admin in Zoho CRM is one master administrator for the entire organization's CRM. Furthermore, communication regarding billing and other financial transactions concerning Zoho is held with the Super Admin. What is the difference between a Super Admin and an Admin? The Super Admin is the user who purchases the Zoho CRM subscription on behalf of the organization, and is the owner of the account. Super Admin is at the top of hierarchy in profiles and has all the privileges of an administrator.Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team
Hello folks, We are back again with a cool tip for this week on how you can maintain a clean Zoho CRM Home page. Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team The home page of Zoho CRM is very crucial for most of us. It is where you organize your day's work - your way! A cluttered home page could leave you lost in a busy schedule affecting your productivity. And the same holds true for anyone who uses Zoho CRM - be it for sales or marketing or any purpose. So in today'sTarget Meter - Word of the day #103
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through a pile of reports to get these information, all you need to do is choose a target meter and define the relevant parameters and get the data. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you seeComparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you useKPI - Word of the day #101
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the averageMy Zoho Story #06 Suzy McGrath - Importance of reinventing the business model
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Suzy McGrath is the co-founder of Better Living Australia manufactures adjustable beds and distributes across the country. Listen to her story on how reinventing the business model made their business successful.Anomaly Detector - Word of the day #100
An anomaly detection offers meaningful insights about the business's trends which can play a critical role in influencing key decisions. Decision makers can change existing processes or assimilate better ideas and plans by observing what brings positive changes to their overall business health. For example, a sudden dip in purchases, lead conversions, or an increase in students dropping out of courses can indicate a negative deviation from the regular pattern; whereas, a surge in the purchase frequencyPredictive Sales - Word of the day #99
When there are too many deals in the sales pipeline, it's hard for salespeople to chase the right leads. With Zia, that's no longer a problem. She can predict the win probability of every ongoing deal and assign a dynamic score based on how close they are to conversion. Zia can also detect oncoming anomalies in your sales trends, giving you enough time to avert a drop in revenue or prepare for a surge in incoming leads. Make smarter sales pitch - Zia can help you by finding the product that a leadPerformance Management - Word of the day #98
Accelerate your sales team's productivity with accurate forecasts of potential revenue, and use productivity games to exceed your sales quotas. You can categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Forecasting: Forecast your revenue and assign targets for your team, using key information like deals in the pipeline, quotas achieved during the last fiscal year, and individualsCommandCenter - Word of the day#97
Today's customers can interact with your brand via multiple channels, and go through multiple organic paths before reaching a purchase decision. All this, with the expectation of individual attention along the way. Zoho CRM's CommandCenter helps you provide and keep track of thousands of such personal journeys without compromising on brand experience. CommandCenter allows you to create the customer journey (or other business processes) and add automated condition-based workflows across modules inSegmentation - Word of the day #96
Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/Up-sell opportunities and execute targeted campaigns to increase engagement, improve retention and deliver better ROI. The most common metric that is used for a post-purchase segmentation is the RFM metric. It evaluates the customers based on the recency, frequency, and monetary values. 1. Recency - When was the last time they purchased? 2. Frequency - How frequently did they purchase? 3. MonetaryAuto-number Field - Word of the day #95
In the Zoho CRM module layout, the 'Auto-number' field enables you to associate a sequential numeric value to each entry your users submit through your layout form. The number held by this field is automatically assigned immediately after your users submit an entry in the module, thus the auto number is a field for which your users cannot enter an input. Here's a knowledge-base article on how to create an Auto-number field. Previous 'Word of the Day': Super Admin Next 'Word of the Day': SegmentationGroup - Word of the day #93
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records. You can also create a group directly from the Feeds tab by clicking on the Create Group icon. For example, specify the Group Name as ProductWizards - Word of the day #92
A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous data entry, as the partially completed form can be saved as draft and submitted later. Here's a knowledge-base article on how Wizards can be useful for you and how you can create it. Check this video from Lior Izik on working with Wizards. Previous 'Word of the Day': WebWeb Tab - Word of the day #91
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and access them inside Zoho CRM. By default, the web tabs functionality is available only to the users with Administrator privilege. However, you can also activate this functionality for other users. Here's a knowledge-base article on working with Web Tabs. CheckCommunity Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich yourActivities - Word of the day #90
An important aspect in CRM is to keep track of various sales activities such as tasks, meetings (previously called 'Events') or calls. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc. They can be very useful in initiating and tracking pending action items and in recording the results of meetings or events. In Zoho CRM, the Activities module is where you can create and associateMulti-page Layout - Word of the day #89
Zoho CRM allows you to run a separate sales process with its fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can use the software without the need for multiple CRM accounts. Check this video from OscilloSoft Pty Ltd. Previous 'Word of the Day': Email Parser Next 'Word of the Day': ActivitiesAsk the Experts - Q&A discussion on building customer experience and foundation in CRM 2020
Last month, Zoho CRM delivered a mammoth release of 16 brand-new features. These span across developing customer insight, experience, intelligence and foundation in Zoho CRM. To help our users implement and understand the functionality of these new features, we've scheduled live Q&A sessions on this forum. The first session will be held on 9th July, between 9:00 AM and 2:00 PM EDT | 2:00 PM and 7:00 PM BST and cover features falling under categories of Experience and Foundation in Zoho CRM. OurEmail Parser - Word of the day #88
Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails. An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. Here's a knowledge-base article on how Email Parser works. Check this video from 'SaaS on a Shoestring' on Email Parsers. Previous 'Word of the Day': Escalation Rules NextEscalation Rules - Word of the day #87
If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently. Here's a knowledge-base article on how to set escalation rules. Check this video from TheMarksGroup. Previous 'Word of the Day': Review Process Next 'Word of the Day': Email ParserReview Process - Word of the day #86
The impact of your sales team depends on the quality of information they get from your CRM. Inaccurate or missing information can hurt a sales rep's chances of closing a deal. Zoho CRM helps your organization define a review process where a user or team of your choice can vet incoming information before approving or rejecting it. They can add comments as well as state reasons for rejection to ensure your sales team has access to information of the highest quality. Here's a knowledge-base articleImproving banking process efficiency with Zoho CRM
Banks act as a bridge between borrowers and lenders, thereby facilitating millions of transactions each day and play a key role in the functioning of the economy. Some of the many functions performed by banks include: Acting as a custodian for people's money Helping corporate organizations in disbursing salaries to employees Providing loans for real estate, business, personal, educational and healthcare purposes. Offering credit & debit cards. Insurance schemes for people, assets and organizations.Approval Process - Word of the day #85
There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Zoho CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system. Here's a knowledge-base article on creating an Approval Process. Check thisProcess Management - Word of the day #84
Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking. Zoho CRM offers some easy-to-use features that can help build flowcharts and create logical steps for the process to make it repeatable, productive,Recycle Bin - Word of the day #83
All the records and files that are deleted from the Zoho CRM account will be stored in the recycle bin. You can restore the records from the recycle bin within 60 days, after which they will be permanently deleted from your CRM account. You can also manually delete the records from the recycle bin before the default deletion period. Here's a knowledge-base article on working with recycle bin. Check this video from Aspen Technology Group. Previous 'Word of the Day': Export Next 'Word of the Day':Export - Word of the day #82
The Export Data feature in Zoho CRM allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). You can export a maximum of 3000 records from a module. Here's a knowledge-base article on how to export data from Zoho CRM. Check this video on data exporting. Previous 'Word of the Day': Import Next 'Word of the Day': Recycle BinImport - Word of the day #81
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities in any business. For that reason, importing should be easy and should help you maintain clean data without duplicates. If the import file is in .XLS, .XLSX or .VCF format, you can import a maximum of 5000 records/batch for all CRM editions. However, toMy Zoho Story #05 Tiffany Stillwell - Adapting a cloud solution for business growth
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Tiffany Stillwell is the Vice President of Marketing at Patten Title Company. Listen to her story on how going cloud empowered their business.IMAP - Word of the day #80
IMAP (Internet Message Access Protocol) is an email retrieval and storage protocol, which syncs with the servers and maintains the status of messages across multiple email clients. Zoho Mail can be accessed via IMAP on any standard IMAP client using the configuration details provided in this guide. Log in to your webmail and Enable IMAP Access for your account before you configure IMAP in the email client. (You might require an Application-specific Password to set up the account for other devicesPOP - Word of the day #79
POP or Post Office Protocol enables you to access the emails in any email client of your choice. POP performs one-way email retrieval and there is no sync between the email clients and server. That means, emails are downloaded in the client and deleted from the server unless "Keep a copy on server" option is provided. Zoho Mail can be configured in any standard POP email client providing the POP and SMTP server settings. Here's a knowledge-base article on setting up POP account. Previous 'Word ofTranslation - Word of the day #78
Zoho CRM provides an option for Administrators to translate the fields and picklist values to other languages for CRM users. The first step is to turn on the translations setting. Then, you may add as many languages you need from the list of 26 pre-defined languages available in Zoho CRM. Read this knowledge-base article to learn the step by step process of adding languages. Previous 'Word of the Day': Data Backup Next 'Word of the Day': POPData Backup - Word of the day #77
The Data Backup feature allows Zoho CRM users with Administrator privileges to take a complete backup of the CRM data. The data backup takes a few minutes to hours depending on the size of the data that needs to be archived. Smaller the data, lesser time it takes to complete the backup. The backup can be downloaded from Setup > Data Administration > Data Backup. Backup download link remains active for a maximum of 7 days from the date of backup creation. Here's a knowledge-base article on workingNotes - Word of the day #76
Notes are the digital equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later. In Zoho CRM, you can associate notes to the records by specifying the required details. [You can create notes only if you have the permission.] Here's the knowledge-base article on working with Notes. Previous 'Word of the Day': Kanban View Next 'WordKanban View - Word of the day #75
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively. In comparison to List View, where all the records are listed one after the other, a Kanban view segregates your data based upon the lead status giving a clearer picture. YouList View - Word of the day #74
In Zoho CRM, you can sort, categorize, and choose to view your records in three different ways: List view, Kanban view, and Canvas view. (We would cover Kanban view tomorrow, while you can learn more about Canvas view here.) In the List View, the records are grouped under a defined set of criteria. List views are categorized under 'Created By Me' and 'Shared With Me'. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There areFilter - Word of the day #73
With Filter option in Zoho CRM, you may narrow down large volumes of data to the specific view you want to see. Create Advanced Filters that add context to your search, so you can filter out the records that you need to concentrate on and decide on the best course of action. You may use advanced filters to discover untapped leads, discover records that are likely to convert, filter contacts based on their deal stages among other examples. Here's a knowledge-base article on working with Advanced Filters.Widget - Word of the day #72
The provision to include external services to Zoho CRM helps to extend the functionalities of your application. Zoho CRM's Widgets, enable you to build embeddable UI components in the CRM and integrate them with the external application seamlessly. Widgets in Zoho CRM are embeddable UI components that you can create on your own, using our JS Software Development Kit. These widgets can be used to perform certain functions that utilize data from third-party applications seamlessly. Read this articleNext Page
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The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the firstZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeksZoho CRM Community Digest - December 2025 | Part 1
Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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