Zia Scores

Zia Scores

Zia Scores - Scope and benefits:


Every lead or customer a business encounters is unique, and they all have different thought processes before making a purchase. While there are many ways to understand a customer's point of view, segmentation is a proven method. By segmenting customers in a CRM system based on various factors such as geography, products purchased, revenue spent, and time taken to close a deal, businesses can better understand which leads or customers require attention, which ones to focus on, and what the next step in the sales cycle should be. Additionally, lead scoring can be set up in a CRM system to help with customer segmentation, which plays a significant role in prioritising leads, customer retention efforts, and planning efficient sales and marketing strategies.
 
What if instead of you having to manually set up these rules, you can have Zia, Zoho's Artificial intelligent assistant, automatically score the leads and deals in your system and make your job easier? Zia Scores is an AI based scoring methodology which takes into account all the information related to a particular record and calculate a score for that record. It takes into account the record information, other information obtained from SalesSignals, related data, data obtained by means of integrating your CRM with other products. Zia analyses all this information to arrive at a score that represents the likelihood of conversion for a particular lead or deal, making it easier for businesses to prioritize their efforts and allocate resources more efficiently.

 

Benefits of Zia Scores:

Following are some of the ways in which Zia scores will elevate the way you conduct business:
  • Prioritisation of leads/deals.
  • Analysing scores assigned to records and formulating relevant strategies to deal with them.
  • Grouping/segmenting customers based on their scores and implementing targeted sales/marketing efforts.
  • An opportunity to build an effective communication strategy with customers.
  • Based on the scores, businesses can understand what marketing strategies that they have implemented have worked and where to improve.
  • Increased productivity amongst sales reps because these scores will give them the clarity on the next step. 

Configuring Zia Scores for your organisation:

 

To configure Zia scores in your CRM system, go to Setup > Zia > Recommendation > System Recommendation tab. Configuring it is just a toggle away. Zia scores is currently available for Leads and Deals module.

 



Info
Availability:
  1. Users with Manage Configuration permission can access the Configuration page.
  2. Available for organizations in the Enterprise edition with 10+ user licenses and all organizations in the Ultimate editions of Zoho CRM.



Notes
Note:
  1. Zia scoring requires a minimum amount of data to calculate the scores.
  2. Once the feature is enabled, the system will check if this criteria is fulfilled. If the criteria is not fulfilled then 'Waiting for data' error is thrown.
  3. It typically takes a few minutes to 24 hours for Zia to analyse your data and come up with a score.
  4. Even if you have enabled Zia scores, you can still setup scoring rules in Zoho CRM per usual.  

 

Once you have configured Zia scores and Zia has computed the score for the records, you can find it under the record details page with a custom field 'Zia score'. The score given for a record will be out of 100. We have categorised the score as: 'Need improvement', 'Good', 'Excellent'.
  1. Need improvement signifies a score range of 0-50.
  2. Good signifies a score range of 51-75.
  3. Excellent signifies a score range of 76-100.
 
There would be a dedicated widget to show Zia score in the individual record details page of leads and deals.

 

 

 

 

Zia also provides a Scorecard which delves deeper into why that particular score was assigned to that record. It will provide details on What went right with that particular lead/deal and what went wrong. With this, you can get a deeper understanding of the lead/deal and formulate strategies to address what went wrong.

 

Zia Scores and other CRM features:

Since there is a field creation ('Zia score') involved when you enable Zia scores for your organisation, it will have an influence in other CRM features where we use fields. Zia score custom field can be used as a criteria or input in other features like: when creating a smart filter, creating a custom view, layout rules, workflow rules, Blueprint, Approval process, copy customization, and audit log/timeline.

 

 

Notes
Note:
  1. Zia will need a minimum of 200 records (with a minimum of 100 converted records) to start scoring.                                                                           
  2. ​It is currently available only in Leads and Deals module. 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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
            Redefine the way you work
            with Zoho Workplace

              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 Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox 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

                                                                                                                        • Capabilities of Zia in Zoho CRM— A perspective

                                                                                                                          Zoho CRM harnesses the transformative power of Artificial Intelligence (AI) to revolutionise decision-making across all critical areas of your business, from initial customer interactions to their entire journey. With Zia, AI-powered assistant, Zoho ...
                                                                                                                        • Zia - Next Best Experience

                                                                                                                          Overview In today’s competitive market, every customer interaction is an opportunity to build lasting relationships and drive growth. Zia’s Next Best Experience (NBX) transforms raw CRM data into actionable insights—enabling your team to nurture ...
                                                                                                                        • Zia Similarity Recommender

                                                                                                                          Customer reviews and recommendations are the best way to convince new customers to make purchase from you. This sales method is often successful as people prefer to make decisions on whether to make a purchase based on how reliable the product is and ...
                                                                                                                        • Zia Record Summary

                                                                                                                          Overview In the fast-paced world of customer relationship management, time is of the essence. Yet, gathering a comprehensive understanding of a single customer or deal often requires navigating through multiple sections, sifting through activity ...
                                                                                                                        • Predict customer churn using Zia

                                                                                                                          One of the biggest ongoing challenges businesses face these days is customer churn. It means your customers are discontinuing their transactions with you or, in other words, withdrawing from your business. This is a threat for any thriving business, ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

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



                                                                                                                            eBooks

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



                                                                                                                            Webinars

                                                                                                                            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