Les améliorations apportées à Zoho CRM Plus se poursuivent

Les améliorations apportées à Zoho CRM Plus se poursuivent

Bonjour à tous,

Suite à la publication précédente, nous aborderons ici brièvement les améliorations dans SalesIQ et Social.

Améliorations dans SalesIQ

Dans SalesIQ, nous avons ajouté les fonctionnalités Chatbot et Appels audio qui vous permettront d'interagir avec les visiteurs de votre site Web.

Chatbot : Vous pouvez entrer en contact avec les visiteurs de votre site Web par le biais de bots conversationnels sur le bureau et sur mobile.


Appels audio SalesIQ : Avec les appels audio, vous pouvez interagir avec les visiteurs de votre site Web via des appels téléphoniques et convertir également les conversations en cours en appels téléphoniques. Vous pouvez même partager vos écrans avec eux.

Améliorations dans Social

Dans le module Social, nous avons ajouté les fonctionnalités suivantes
  • Intégration Google My Business
  • Analyses améliorées dans les réseaux sociaux
  • Publicités à formulaire Facebook et mappage CRM
  • Options de publication intelligentes
Intégration Google My business : Les entreprises peuvent planifier et publier les messages sur leurs comptes Google My Business grâce aux boutons CTA. Elles seront également en mesure d’afficher et de répondre aux avis reçus sur leurs référencements et de gérer leur présence sur plusieurs emplacements à l'aide de Zoho Social.


Analyses améliorées dans les réseaux sociaux : Dans la nouvelle interface, les rapports dans le module Social afficheront des ensembles de données et des graphiques comme la croissance de l'audience, l'engagement sur les publications, les performances, et la portée et l’impression.


Publicités à formulaire Facebook et mappage CRM : Cette amélioration vous permet de mapper 20 champs différents, y compris les champs personnalisés dans CRM avec Facebook. Elle permet également de suivre de nouveaux prospects, à la fois payants et organiques depuis les formulaires Prospects. Vous pouvez également exécuter de nouvelles campagnes de publicité à formulaire depuis Zoho Social avec la nouvelle intégration Facebook Light-weight.

Options de publication plus intelligentes dans Social :

  1. Files d'attente de publications plus intelligentes : Répartissez les publications tout au long de la semaine ou du mois en les ajoutant à une file d'attente prédéfinie avec CustomQ.

  2. Plug-in de navigateur zShare : Personnalisez les publications pour différents canaux de médias sociaux (c.-à-d. 280 caractères pour un tweet et 2200 caractères pour Instagram). Vous pouvez également les planifier ou les publier simultanément sur différents canaux.

Nous espérons que ces nouvelles améliorations et la plateforme unifiée vous aideront à redéfinir l'expérience client et à accroître l'efficacité de votre entreprise.

Veuillez lire les ressources supplémentaires liées pour quelques-unes de ces améliorations afin de bénéficier d’une vue d'ensemble plus large et laissez vos réflexions ou questions ci-dessous.


      • Sticky Posts

      • Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

        Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne
      • Découvrez Zoho Workplace

        Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,
      • Découvrez Zoho Learn

        Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète

        • Recent Topics

        • Monthly timesheet, consolidation of time by project

          I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
        • Building a Strong Online Identity with G-Tech Solutions

          In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create
        • Sending emails from an outlook account

          Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
        • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

          My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
        • Automating CRM backup storage?

          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
        • can't login Kiosk URGENT

          already try, can't login pls help to support. thanks.
        • 【Zoho CRM】CRM for Everyoneに関するアップデート:関連データ機能

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法
        • Zoho Books

          How do I manually insert opening balance?
        • Profit / margins on Sales orders / Invoices / Estimates

          When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
        • Inventory to Xero Invocie Sync Issues

          Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
        • How to activate RFQ? What if a price list has ladder price for items?

          Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
        • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

          Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
        • Can't join canal Developers Zoho User

          Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
        • Desk Email reply - set default font / use custom font

          Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
        • PDF Templates - Checkbox Borders

          Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
        • Zoho CRM's custom views are now deployable from sandboxes

          This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
        • Generate a link for Zoho Sign we can copy and use in a separate email

          Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
        • Settings Icon No Longer in ZOHO Desk?

          In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
        • Introducing the all-new email parser!

          Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
        • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

          Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
        • Function #20: Custom calculation in item table of invoices

          When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
        • CBSA - GST CHARGES on imports

          Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on
        • Simplified Call Logging

          Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
        • Sub form doesn't as formula field

          Is it possible to get formula field in sub form in futures?
        • Week date range in pivot table

          Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
        • How do I get Status History data of my Projects?

          I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
        • Is it possible to hide fields in a Subform?

          Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
        • Weekly Tips :Instantly find what you need with Attachment Viewer

          Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
        • Putting Watermark on Zoho Sheet

          Can this be done?
        • Missing Zoho Desk integration option for form workflows

          According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
        • Gantt for 2 or more projects

          Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
        • Integrating a Zoho Project Gantt Chart into Reports

          Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
        • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

          Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
        • Gantt Chart - Zoho Analytics

          Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
        • Displaying related quotes in sales order and back

          Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
        • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

          We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
        • Clearing Fields using MACROS?

          How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
        • Migrating a Zoho Forms form into Zoho Creator

          Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
        • Is there any way to recall an email sent using Zoho CRM?

          If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
        • Next Page