Zia - Overview | Online Help - Zoho CRM

Zia - An Overview

In today's world, businesses deal with mammoth sizes of data that come from multiple sources. It could be a simple phone enquiry that you just had, a new follower on your Facebook page or a bounced email in your marketing campaign. Making sense of such data would mean the world to you, because it is this huge pile of data in which lies a huge business opportunity.

Zia is an AI-driven sales assistant for Zoho CRM. She optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis. With Zia, you can understand your customer's behavior and deliver personalized marketing campaigns and other services that can help you improve sales.

Following are Zia's functionalities:
  1. Zia Voice - Chat with Zia to get instant answers for questions related to any module in Zoho CRM.
  2. Best Time to Contact - Always be aware of the best time to reach your contacts and waste no time in waiting for a reply.
  3. Conversion Prediction - Maintain a strong sales pipeline by knowing the chances of your leads getting converted and deals winning.
  4. Trend Analysis - View key business metric trends and be notified of anomalies.
  5. Macros Suggestions - Save time by saving auto-suggested macros. Zia smartly suggests macros based on your CRM activities.
  6. Workflow Anomalies and Suggestions - Zia helps you with workflow related notifications to tell you how effective they are and to avoid mistakes from happening through your workflow rules.
  7. Data Enrichment - Keep your CRM data complete and updated.
Enabling and Disabling Zia Features

All Zia related features are enabled by default in your Zoho CRM account. 

Disable Zia Feature

You can disable Zia notifications altogether or for select features at any point for your organization, after which you will stop receiving notifications from Zia. The notifications that you have received from Zia thus far will be accessible for upto 15 days after which they will disappear.

To disable Zia related features:
  1. Go to Setup Zia > Notifications.
  2. In the Notifications page, toggle the button for individual notification.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW

                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now

                                                          • Related Articles

                                                          • Zia Reminders

                                                            Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
                                                          • Zia Notifications

                                                            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 ...
                                                          • Zia Recommendation

                                                            Recommendation tool and its benefits A recommendation tool uses artificial intelligence to identify and analyze customer data such as their purchase details, interests, requirements, and behavioral patterns to suggest the most relevant product. It ...
                                                          • Zia Competitor Alert

                                                            Every time a lead or a contact mentions your competitor in their email content, Zia will identify the name and notify the sales reps (or CRM users). They can take insights from their conversation, make a note of their interests, and understand their ...
                                                          • Zia for Workflow Rules

                                                            You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what ...



                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.

                                                            Zoho Show Resources