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

      • Windows 11 app ver 2.2.8

        I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to

      • Deluge Script: Onboarding → Access Form

        Hello everyone, Edit: Sorry, I think I put this topic in the wrong section. I’ve recently run into an issue that’s been giving me a bit of a headache for the past few weeks. Context: This is my first time using Deluge to create a script, but it’s not

      • Windows Device Authentication

        We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, it

      • How can I change spell check language?

        I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it from

      • Mail is so slow - doesn't even work!

        Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the useless

      • User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.

        I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that it

      • My domain did not activate

        Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.

      • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

        Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

      • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

        I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

      • how to see if a specific contact opened an email in zoho campaign?

        how to see if a specific contact opened an email in zoho campaign?

      • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

        Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.

      • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

        Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

      • Using files from Zoho CRM in Gemini/ChatGPT/Claude

        Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

      • Maximum file limit in zoho people LMS

        Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations

      • Dynamically prefill ticket fields

        Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller

      • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

        All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it

      • Has anyone created a public ASAP Guide that I can check out?

        I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend

      • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

        Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

      • What’s New in Zoho Analytics – September 2025

        Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

      • Zoho MCP has no tools for Creator or 3rd Party Apps?

        I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.

      • Zoho Forms - Zoho Drive connection - Shared Drives not supported

        Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need

      • Can't create package until Bill created?

        I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally

      • Whats the Time out Limit for API Calls from Deluge?

        Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

      • How to get the authorization code for domain transfer from Zoho?

        I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun

      • I have error AS101 when I try to add paypal@mydomain.com to Zoho

        Please help me with this. I tried to call the help line 4 times but don't get any response.

      • Tip #3: How to change your booking page language

        Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

      • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

        Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:

      • Diff signature for compose new email and replies

        Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.

      • Zoho Website Site Speed Up & Setting

        We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

      • Clickjacking: Zoho Vault's Response

        Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

      • Refund

        Hi There, Please refund me asap possible, because of no support given. Thank you

      • No option for pick up in Zoho Books / Inventory but yes on commerce

        Is it planned to release soon on books/inventory?

      • Accessing Zoho form enteries via API

        Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call

      • Blueprint Issue - Being able to set a subform field as mandatory

        I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,

      • Blueprint - Mandatory file upload field

        Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

      • Zoho Books - Include Quote Status in Workflow Field Triggers

        Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored

      • Zoho Books - Show Related Sales Orders on Quotes

        Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot

      • Add VAT/Tax line to bank adjustments

        When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with

      • New Menu Layout Feedback

        I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

      • How to use Rollup Summary in a Formula Field?

        I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

      • Next Page