Data enrichment feature is now available as an in-product feature under Zia.
The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, sales reps lack the ability to understand your prospects or their needs completely.
Zia, your intelligent sales assistant can help you make sure that your CRM data is complete and has all the right and updated information. Based on as little information that you give such as name, company or website of a record, Zia crawls pages from across the Internet and retrieves you additional information about the record, such as company size, phone number and address and other details. All of this information can be used by your sales team for personalizing their communication and by Zia for lead conversion prediction.
Users with administrator and standard profiles can access this feature.
Zia improves your CRM data based on certain primary information that is being provided for a record. For example, when you are creating a lead, once you type in the company name, Zia will search for more information about the lead based on this company name. These primary fields based on which Zia searches for more information about a record is different for different modules.
|Module||Enrichment happens based on|
|Leads||Company Name / Website / Email Address|
|Accounts||Account Name / Website|
|Contacts||Account Name / Email Address|
Once you enter the details for one or more primary fields, Zia crawls the electronic files from across the web and fetches you additional information about this lead such as the company size, phone number, address, etc. These fields for which information is fetched by Zia are called the Enrichment fields.
Enable Data Enrichment
First time users can enable data enrichment from:
Setup > Zia > Data Enrichment and click Get Started.
Existing users will be able to view the Data Enrichment tab under Zia, from where they can access their data.
Often the information that is being fetched from the internet for a record might not be in the exact same format of how they are stored in your Zoho CRM account. For example, what maybe called a Lead's "designation" on the web is nothing but the Title field in Zoho CRM. Or the "contact number" is nothing but the phone number in Zoho CRM. These enrichment fields are mapped with the respective Zoho CRM fields by default, based on which the information pulled in by Zia gets captured for the record. However, if need be, you can change the mapping.
You can modify the pre-defined settings anytime to specify which modules and fields you want Zia to enrich in your account and their respective mapping.