Staying ahead of all the latest updates that come in from different resources is crucial for any business. If you have been using Zia to gain meaningful insights to improve your sales, then you might also want to take advantage of its notifications that can detect and send alerts about anomalies in your business process.
So what are anomalies? They are unexpected changes to the regular trend that occur. Zia can identify new trends and abnormal patterns in customer acquisition and your other sales processes.
What can Zia detect and notify you of?
Zia detects abnormalities like critical incidents, new opportunities, and changes in customer behavior. It then triggers notifications to inform your team about the anomalous behavior. This helps the team to examine the anomaly and identify the reason it occurred and take any necessary measures. It also helps you to capitalize on current trends as they happen.
To put it simply, it helps you to:
- View sales trend at a glance
- Get alerted of anomalies in real time
- Predict anomalies in advance
Any unusual trend such as a sudden decrease or increase in the number leads, number of deals closed, or revenue generation will be tracked and you will be notified. An anomaly does not necessarily mean a negative impact. Positive impacts will also be captured by Zia as anomalies.
Knowing these trends in real time, lets you track these fast-moving changes helps you understand how the anomalies are connected to the rest of your data. This gives you a clear idea the full picture, so you can predict what might cause further anomalies in future.
Where can you find these notifications?
You can view the notifications by clicking on the Zia icon
from the bottom panel. Zia identifies anomalies from the following two categories:
- Workflow Rule
- Anomaly component
To view Zia notifications
- Go to Setup > Zia > Notifications.
- In the Notifications page, go to Workflow rule tab to view the related notifications.
- Click the Anomaly component to view the related notifications.
Anomalies in Workflow rule
Workflows help to automate many standard business operations and save time and increase teams' efficiency. However, any change to the current configuration will be detected by Zia. The table below lists the anomalies that will be detected and notified:
Untouched records created in the last 7 days
Percentage of records created in the Leads and Contacts modules that have not been modified for at least 7 days.
Records created in the last 7 days without email follow-up
Percentage of records in the Leads or Contacts modules created in the last 7 days that were not sent a follow-up email.
Anomaly in the number of records touched after modifying a workflow rule
Increase or decrease in the number of records that have been modified after the workflow configuration is
Anomaly in email open rate after modifying a workflow rule
Increase or decrease in the email open rate 2 days after a workflow is modified.
Top performing workflow rule template by open rate in last 7 days
The email template (associated with a workflow rule) that has the highest open rate in the last 7 days.
*compared with the other templates associated with the same workflow rule.
Same template sent to the same Lead or Contact on the same day
Anomaly alert when a lead or contact is sent the same email template twice on the same day.
Same Lead or Contact receiving more than one template on the same day
Anomaly alert when a lead or contact is sent more than one template on the same day.
The notifications in this column represent unusual behavior in specific activities. These notifications are triggered on a daily, weekly, or monthly basis depending on the frequency set up when the anomaly alerts are created. The table below lists the anomalies that will be detected and notified:
Anomaly in Lead Creation
An increase or decrease in the number of leads created.
For example: If 10 leads are created everyday and one day less than 10 leads are created.
Anomaly in Deal Closure Amount
Anomaly alert if the deal amount is less than the usual amount.
Alert: Notifies the percentage of the abnormality found in the amount when closing a deal.
Example: If a user usually closes$100 of deals in a week, but no deals are closed by the user one week, this is considered as a anomaly and a notification is triggered.
Anomaly in Task Closure
Increase or decrease in the number of tasks closed.
Example: If all users close 100 tasks per week, and then one week only 50 tasks are completed, this is considered as an anomaly and z notification is triggered.
In addition to the situations listed above, you can also be notified of custom anomalies created under dashboard components that you've created. You will be notified of the anomalies based on the Anomaly Duration you set up when creating the anomaly detector. If you haven't created one, learn more about how to set them up here.
Note: You will only receive notifications and see the created component under Anomaly Component in the Zia Notifications page if you subscribe to anomaly notifications.
Zia allows you to organize notifications by doing the following:
Starring allows to bookmark the notifications so that it does not get missed among the multiple other notifications.
To star notifications,
- Hover over the required notification.
- Click the star icon on the right side of the notification.
To view all the starred notifications, select the starred notification option from the filter dropdown on the panel.
Mark all as read
Once you have addressed the notifications, you can mark them as read, so you know which ones to follow. Click on the button Mark all as read above the notifications. This differentiates the upcoming notifications from the existing ones.
In the panel configuration, enable or disable desktop notification, choose to display all or unread notifications only, or navigate to the Zia notifications page to configure notification/alert preferences.
To configure panel preferences,
- Click the gear icon from the top-right side of the Notification panel.
- Toggle Desktop Notification, to allow push notifications.
- Toggle Unread only, to display only the unread notifications.
Click Configure Notifications option, to update preferences for workflow anomalies and the anomaly patterns.
- To receive desktop notifications, kindly ensure you are using the latest version of the browser and the notification permission in the browser settings is enabled. To enable notifications, click on the respective browsers.
- Google Chrome
- Mozilla Firefox
to know more information about the latest browsers supported in Zoho CRM
In addition to notifying about the anomalies, Zia also sends notifications when there is an alert from any of the following:
- Competitor alert
- Workflow rule
- Anomaly component
- Conversational AI
You can view these alerts under Zia notification on the bottom panel of the CRM account. For quick access to a specific alert use the filter options.
To filter Zia notifications
- Tap the Zia icon on the Zoho CRM home screen.
- Click the All dropdown and choose the required filter option.
Disable Zia notifications
If you do not wish to receive notifications for specific anomalies only, you can disable the ones for which you do not want to be notified.
To disable notifications
- Go to Setup > Zia > Notifications.
- Toggle the button next to the notifications.
Note: All Zia notifications will be removed from the Zia notification panel, automatically after 15 days.