Strategy influencer in Zoho CRM now shows personalized prescriptions

Strategy influencer in Zoho CRM now shows personalized prescriptions

Dear Customers,
 
We hope you're well!
 
We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users.

As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategies based on your target metrics. These prescriptions are so dynamic that they gets adjusted based on your performance and its progression. While it was initially built for admins' view, the latest update brought the dashboard's access to users.
 
Users with Zia Strategy Influencer permission enabled in their profile were able to view and/ or manage configurations of the dashboards.
This empowered users with information, and they were able to get a grip on the business' direction and priorities. However, strategies when exposed at user-level have to be contextual in order to be actionable. Displaying the organizations' strategies to all users may potentially confuse the users about their goals, and of course, this is secure data exposed as part of the strategy. Thus, to moderate accessibility while simultaneously providing contextual strategies displayed to each user viewing the dashboard, we have brought you this enhancement. Hereon, you can

Moderate dashboard visibility: Keep the dashboards you create only for your visibility, or share them with all users in the organization or selected users.
  1. If you keep it for your visibility, your prescriptions will be based on your performance.
  2. If you share it with all users, the dashboard will be visible for all users in the organization and the prescriptions will be displayed to each user contextually.
  3. If you share with specific users, let's say—to your peers or subordinates, then for each person that the dashboard is shared, will receive personalized prescriptions based on their data and performance.
Scrutinize performances based on visibility: Based on your role, your seniority in the hierarchy, and your profile permissions, you can view how dashboards are being rendered for each shared entity.
  1. If you are an admin, you can see all the dashboards created in the organization. Irrespective of how these dashboards are intended, an admin can view prescriptions shown for the organization, for each user, and for the user and their subordinates together.
  2. If you are in a senior role with subordinates, you can view prescriptions rendered for each reporting user individually, and view prescriptions rendered for you and your subordinates collectively.

With this option, you can examine their performance while simultaneously validating if they are adhering to the prescriptions suggested to achieve the target.
 
Here's a video to help understand this enhancement:


That's all folks! Our aim with this enhancement is to provide a personalized plan of action for users, and if you have feedbacks or comments, please feel free to start a conversation in the comments section. We shall connect!
       
Thanks and kind regards, 
Saranya Balasubramanian
CRM - Marketing

      • Recent Topics

      • Tip of the Week #72– Assign thread ownership to avoid confusion.

        When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating

      • Unarchive tickets

        How can I manually unarchive tickets?

      • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

        Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

      • FSM trying again

        have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service

      • Feature Request: Conditional Field Mandatoriness Based on Display Status

        Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in

      • Data Migration Strategies for Moving to a Cloud Solution

        Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it

      • Commerce Order as Invoice instead of Sales Order?

        I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

      • How to set different item selling prices for Zoho Commerce and Zoho Books

        Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

      • Time Entry Notifications

        Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

      • How to report 'Response violation' OR 'Resolution violation'

        Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect

      • [Webinar] Automate sales and presales workflows with Writer

        Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

      • Power of Automation :: Quick way to associate your Projects with Zoho CRM

        A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

      • Date triggering Workflow rule

        I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever

      • Restricting contact creation

        Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails

      • Import Holiday Calendars

        HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie

      • Filtering Tickets based on Email headers

        We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`

      • Error 550 5.4.1

        I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 

      • Billing Management: #2 Fair way of Billing- Prorated Billing

        Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated

      • Has Anyone successfully integrated Zoho and Sage Intact?

        Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

      • How can I filter a field integration?

        Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

      • Adding image in HTML report page

        Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market

      • How to change view of HTML report based on device but always print in A4

        Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always

      • Age Calculation

        I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.

      • Search on Custom Field

        We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a

      • Sendmail function / custom action?

        I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered

      • API to post drafts for social media

        I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

      • Canvas View in Zoho Recruit

        Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

      • What impactful sales coaching techniques have you used to boost your team's performance?

        I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned

      • Adding Taxes to paid consultations in Zoho Bookings

        I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

      • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

        Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

      • Possible to bold or indent text in the description field?

        As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

      • How can I setup Zoho MCP with Chat GPT

        I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

      • Formatting of Balance Sheet and Profit & Loss Reports

        The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

      • UK MTD reports concerning turnover and cerash accounting

        Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are

      • Retainer Invoice.

        Why ZOHO not have facilities to deduct partially advance payment from an invoice.

      • IMAP Server not responding.

        Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.

      • Share saved filters between others

        Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

      • Kanban view on Zoho CRM mobile app!

        What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

      • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

        Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

      • No practical examples of how survey data is analyzed

        There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic

      • Next Page