Neue Verbesserungen in Zoho CRM Plus

Neue Verbesserungen in Zoho CRM Plus

Hallo zusammen,

Wir freuen uns, Ihnen das neue Zoho CRM Plus vorstellen zu können, das Anwenderfreundlichkeit auf eine neue Stufe erhebt. Es gibt etliche nützliche Verbesserungen der Desk-, Social-, Analytics- und SalesIQ-Module, die Ihren geschäftlichen Abläufen sinnvoll unter die Arme greifen. Darüber hinaus sorgt unsere praxisorientierte Plattform mit vereinheitlichter Oberfläche, Administratorpanel, Einrichtungsfunktionen, Suche und Nutzerpanel für ein rundum angenehmes Anwendungserlebnis.

Da die Liste mit Erweiterungen recht umfangreich ist, gehen wir in zwei separaten Beiträgen darauf ein. Im ersten Beitrag stellen wir kurz die Erweiterungen von Desk und Analytics vor, im nächsten Beitrag geht es um Details zu den SalesIQ- und Social-Erweiterungen.

Erweiterungen in Zoho Desk

Im Desk-Modul sind folgende Funktionen hinzugekommen:
  • Blueprint
  • Zia-Funktionen wie Stimmungsanalyse, Auto-Tagging, Anomalieerkennung, Zia-Dashboard, Antwortassistent, Chatbot und Zia Voice.
Mit Blueprint für Desk weiten Sie die Vorteile der CRM-Blueprint-Funktionen auch auf Ihre Kundendienstteams aus. Kundendienstteams bleiben über sämtliche Probleme auf dem Laufenden, häufige Eskalationen werden durch Aufbau eines narrensicheren Ticketlösungsprozesses verhindert, der dafür sorgt, dass jeder Kunde mit flotten, konsistenten und einfach besseren Lösungen versorgt wird.

Zia-Fähigkeiten auf Desk erweitern

Wir haben Zias Fähigkeiten jetzt auch in das Desk-Modul integriert; dies unterstützt Ihre geschäftlichen Abläufe auf vielerlei Weisen. Schauen wir einmal, was dabei ist:

Stimmungsanalyse : Wie schon beim bekannten E-Mail-Stimmungsmodell in CRM hilft Zia Ihren Kundendienstagenten, den „Ton“ jedes Kundendiensttickets zu erkennen. So können Sie je nach Kunden(ver)stimmung gleich die richtigen Aktionen einleiten.



Auto-Tagging : Zia kennzeichnet Kundenantworten automatisch mit Schlüsselwörtern zum Ticketinhalt, die intelligent als Auto-Tags gruppiert werden. So können Sie Tag-Trends und die Kundenstimmung dahinter schnell und einfach erkennen.


Anomalieerkennung : Zia prognostiziert Trends zu eingehenden und ausgehenden Ticketreaktionen, vergleicht diese Prognosen mit dem tatsächlichen Aufkommen. Zusätzlich werden auch sämtliche relevanten Anomalien berücksichtigt.

Zia-Dashboard : Das intelligente Master-Dashboard unterstützt Kundendienstteams beim Abrufen von Tag-Trends, Ticketstimmungen, Anomalien und mehr


Antwortassistent : Zia erzeugt Antworten auf Kundenfragen durch Analysieren von Schlüsselwörtern automatisch, schlägt auch passende Hilfedokumente aus der Datenbank vor. Kundendienstagenten können sich Zias Antworten zuvor anschauen und diese in ihre Reaktionen einbeziehen.

Chatbot : ASAP bringt Ihr Hilfecenter direkt in Ihre Website oder Mobilapp. Bei Schwierigkeiten können Nutzer die Wissensdatenbank durchsuchen, die Community fragen, mit einem Experten chatten und sogar Tickets erheben. All dies, ohne Ihre Website oder Mobilapp verlassen zu müssen.

Zia Voice : Wir haben Zia Voice nun auf Desk ausgedehnt, damit Ihre Kundendienstteams problemlos per Sprach- und Chatmitteilungen auf kontextrelevante Kundendaten zugreifen können. Damit unterstützt Sie Zia Voice beim Abruf von Kundendaten aus den Bereichen Vertrieb, Marketing und Kundendienst.
Zia Voice ist auch als SDK erhältlich – so können auch Ihre Kunden direkt von Zias Funktionsvielfalt profitieren.

Erweiterungen in Zoho Analytics

Wir haben Zoho Reports in Zoho Analytics umbenannt , zusätzlich folgende Funktionen im Analytics-Modul ergänzt:
  • Frag Zia
  • Vereinheitlichte Einblicke in Vertrieb, Kundendienst und Marketing
  • Neue Datenconnectoren für Sozialmedien-, Marketing- und Personalanalysen
  • Intelligente Datenalarmierungen
  • Zusammenarbeitsanalyse
  • Vor-Ort-Edition

Frag Zia : Zia gibt es jetzt als KI-unterstützten Suchassistent in Zoho Analytics. Anwender können Fragen wie „Wie sieht der monatliche Vertriebstrend in den einzelnen Regionen aus?“ stellen, erhalten Antworten in Form von visuellen Berichten, ohne diese manuell erstellen zu müssen.
Vereinheitlichte Einblicke in Vertrieb, Kundendienst und Marketing : Zoho Analytics verknüpft Daten aus unterschiedlichen Quellen automatisch zu vorgefertigten Berichten und Dashboards, ermöglicht so eine akribische Verfolgung maßgeblicher Geschäftsmetrik. Es gibt mehr als 300 vorgefertigte Berichte und Dashboards, die rund um nützliche geschäftliche Einblicke liefern. Allerdings können Anwender Daten aus unterschiedlichen Quellen auch ganz nach eigenem Bedarf verknüpfen.

Neue Datenconnectoren : Zoho Analytics wurde mit sechs neuen geschäftlichen Connectoren ergänzt, greift nun auf mehr als 100 Connectoren zurück. Bei jedem Connector gibt es 100 vorgefertigte, domänenspezifische Berichte und Dashboards, die sofort für Analysen eingesetzt werden können.
Diese Connectoren sind nun verfügbar:
  1. Sozialmedienanalyse: Facebook-Seiten, Twitter-Handles und Twitter-Wettbewerbsanalyse
  2. Marketinganalyse: Bing Ads und Facebook Ads
  3. Personalanalyse: Zoho People

Intelligente Datenalarmierungen : Diese Funktion benachrichtigt Anwender per appinternen Benachrichtigungen oder E-Mail, sobald Anomalien erkannt werden. So können unverzüglich geeignete Maßnahmen ergriffen werden.


Zusammenarbeitsanalyse : Die Analytics-Zusammenarbeitsfunktionen wurden durch praktische Kontextkommentare ergänzt. Anwender können sämtliche Berichte und Dashboards kommentieren, im Kontext mit Interessengruppen arbeiten.

Vor-Ort-Edition : Zusätzlich zur Cloud-Version gibt es Zoho Analytics auch als installierbare Vor-Ort-Edition, die gezielte Bereitstellung für ausgewählte Anwender ermöglicht, mittleren bis größeren Unternehmen Analysen ihrer hausinternen Daten erlaubt.

Bitte schauen Sie sich auch die Erläuterungen zu den SalesIQ- und Social-Erweiterungen an. Hier der Link zum Beitrag.

      • Recent Topics

      • How to overcome limitations in meetings

        As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the

      • Different MRP / Pricing for same product but different batches

        We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

      • Add a 'Log a Call' link to three dot icon in Canvas

        Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

      • Syncing Zoho Forms with Bigin - Embedding issue?

        Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

      • Can not add fields to a Section

        I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

      • Record Logged in User while using CRM lookup field

        Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

      • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

        I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

      • Collaps Notes

        There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

      • Zoho Down

        I have a drop in my Zoho One services.

      • Runing RPA Agents on Headless Windows 11 Machines

        Has anyone tried this? Anything to be aware of regarding screen resolution?

      • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

        Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

      • Why am I getting event Pop-up Notification for events that have been cancelled?

        Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

      • Create a draft in reply to an email via Emails API

        Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

      • India Tech Support

        Is there no phone tech support number for India? And no chat facility either?

      • Billing Management: #1 Billing a Universal Business Routine

        Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

      • Show/ hide specific field based on user

        Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

      • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

        No idea what this is. Can't see what it is explained anywhere.

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

      • Zoho Calendar not syncing correctly with personal Google Calendar

        Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

      • Introducing Assemblies and Kits in Zoho Inventory

        Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

      • need a packing list feature

        In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

      • Workdrive 5.0 / API Documentation Workflows

        Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

      • How to keep track of bags, cans, drums of inventory?

        We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

      • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

        Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

      • How many ZOHO-Sites does the ZOHO-One Suite allow for?

        The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

      • Replace Lookup fields ID value with their actual name and adding inormation from subforms

        Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

      • Webhook from Zobot to Zoho Flow fails

        I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

      • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

        Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

      • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

        I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

      • DKIM cannot be enabled for the domain as no verified default selector present

        Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

      • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

        Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

      • Insert auto number from main form into subform rows

        Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

      • Dark Mode - Font Colors Don't Work

        When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

      • Integrate Bunq with ZOHO Bookes

        We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Access Denied

        I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

      • Using Zoho Desk to support ISMS process

        Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

      • Bin Locations

        Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

      • Next Page