Introducing enhancements in Zoho CRM Plus

Hello everyone,

 

We've come up with some new updates for Zoho CRM Plus and can't wait for you to try them out. Let's take a look at what we've rolled out. 

Improved Email Parser in CRM

CRM's Email Parser which helps businesses automate the process of adding records by directly extracting information from emails, just got some major functional improvements. You can now use a single parser email ID for all parser rules, regardless of the number of vendors you have or the number of rules you create.

This replaces the previously time-consuming process of creating a separate parser email ID for individual vendors to track their information. The new parser interface displays a preview of the parsed data alongside where the field mapping occurs, and features an advanced configuration tab which enables users to filter emails according to different criteria.

Enhancements related to Emails in CRM 

With our all-new email configuration, you can open an email and see the entire set of follow-up emails in a threaded view.

You can now add attachments from WorkDrive and other cloud drives, which saves you the time of having to download the attachments, and ensures that the files are always easily accessible in the cloud. You can also access attachments by clicking on the attachment icon next to a listed email, instead of having to open the email.

 

Enhancements in Desk's Community module

Categories are a collection of forums displayed in Desk. By default, each department has its own category. For example, you can manage categories for Sales and Support separately. The new enhancements enable you to create independent categories and define characteristics like logos, names, descriptions, associated departments, and others.

Furthermore, many-to-many mapping can be done between a category and department. A category created for a particular department can be mapped with a different department. This helps users create forums more quickly. Now, you can also set default departments and add topics directly as tickets.

 

Parallel Transitions in Projects

Projects' Blueprint feature helps you design and direct workflows to automate processes in a step-by-step manner. A blueprint has two main components: status and transition. Status denotes what stage a task is at, and transition is the link between two statuses and shows the movement of tasks from one status to another. Sometimes, these transitions need to be run in parallel. For example, in a production process, the production of a material can be approved only if the blueprint is approved by the engineering head, quality control manager, and production manager. All these processes can run as parallel transitions, and the entire process will be marked as complete only if all the transitions are complete. 

 

Enhancements in Social Reports

You can view in-depth analytics for your connected social media channels in the Reports module. These reports are now available for any specified date range over an extended period of one year. You can filter data by date, week, month, or quarter, and group it by brand. You can generate detailed summary reports, posts and engagement reports, Facebook Messenger insight reports, and much more for the past year. With this vast dataset, you can spot trends and understand how your social channels have been performing over time.

 

 

Cross-brand posting in Social

You've already been able to post across multiple channels, but with cross-brand posting, you can now post across all your brands and across multiple social channels at the same time. This enables easy and quick publishing so you can reach your entire audience in less time. Managing all your brands' publishing needs has never been easier.

Try out these updates and let us know what you think!

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