Llega Zoho One 2021: una nueva experiencia de usuario unificada

Llega Zoho One 2021: una nueva experiencia de usuario unificada

Nuevo Zoho One 2021, el sistema operativo unificado para empresas

¡Hola, comunidad!

Por fin podemos desvelar lo último en lo que hemos trabajado: un nuevo Zoho One, más unificado que nunca. Con el fin de seguir impulsando a los negocios y combatir sus desafíos actuales, como la dispersión de datos y las brechas de comunicación entre equipos aislados, hoy os presentamos la versión 2021 de Zoho One, con 5 nuevas aplicaciones, 3 nuevos servicios y 7 importantes mejoras en la plataforma. ¿Quieres saber más? Quédate leyendo esta publicación.

Navegación unificada y panel de control personalizable

Cada miembro de tu equipo puede ver ahora sus aplicaciones, servicios y paneles de información en una sola vista con la centralización a través de calendarios, paneles de control, navegación y más.  Ahora puedes anclar o desanclar tus aplicaciones favoritas con un solo clic. Y, gracias a las personalizaciones y a los más de 50 widgets preconfigurados, los usuarios tendrán visibilidad de toda la organización en una única vista, con la posibilidad de profundizar en ella con un solo clic.

Paneles de control unificados y widgets en Zoho One

Búsqueda mejorada de ZIA: información unificada y en tiempo real para la toma de decisiones empresariales críticas

¿Te cuesta encontrar un correo electrónico específico o un análisis en tiempo real que antes se perdía entre los departamentos? Ya no. Zia, la asistente de IA de Zoho y la plataforma de BI y análisis de Zoho permite a los usuarios predecir y proporcionar información en toda la organización, lo que permite tomar decisiones con confianza. Las nuevas innovaciones incluyen:
  • BI integrado y conversacional: Zoho One pone a tu disposición más de 1.500 informes y paneles de análisis pre-construidos, con análisis integrados y conversacionales que permiten a los responsables de la toma de decisiones profundizar en los datos y obtener información interdepartamental, todo ello mediante comandos de lenguaje natural utilizando Zia Insights.
BI unificado y conversaciones en todo Zoho One
  • Preparación de datos: Zoho Data Prep, una herramienta de preparación y gestión de datos de autoservicio está ahora disponible en Zoho One. Tanto si los usuarios preparan datos de aplicaciones de terceros como de otras fuentes, DataPrep, con tecnología de aprendizaje automático, puede ayudarles a integrar, modelar, limpiar, transformar, enriquecer y catalogar los datos, así como a integrarlos con Zoho Analytics o con un tercero para obtener nuevos conocimientos.
Preparación de datos con Zoho DataPrep
  • Work Graph: El nuevo servicio de back-end de Zoho mapea las interacciones entre las personas, los recursos, los sistemas y los procesos mediante el estudio de las señales y su fuerza en todo el entorno para construir un gráfico de trabajo en toda la empresa, que es específico para cada individuo dentro de la organización.
  • Búsqueda empresarial: Hemos mejorado la búsqueda de Zia en toda la organización: ahora Zia puede entender las solicitudes de lenguaje natural (NLP - sólo disponible en inglés). Busca en base a múltiples factores como el contexto, la proximidad y la relevancia.
  • Org Dictionary: Este nuevo servicio ofrece un diccionario central para toda la organización. Incorpora automáticamente el nombre de los empleados en la organización y otras fuentes, ofreciendo una dicción central y consistente a través de varias aplicaciones y usuarios de Zoho.
Org Dictionary en Zoho One

Construye una experiencia sólida para los empleados desde cualquier lugar

Para ayudar a acortar la distancia entre empleados, empresas y equipos que se ha ampliado con el trabajo remoto, Zoho One ofrece soluciones que promueven una mayor colaboración y experiencia de los empleados para apoyar cualquier modo de trabajo: 
  • Mobile Application Management (MAM) y Mobile Device Management (MDM): Con el trabajo remoto ahora persistente, Zoho One ahora incluye la capacidad de gestión de aplicaciones móviles de nivel empresarial. Los administradores pueden añadir y gestionar fácilmente todos los dispositivos de sus usuarios para tener una mejor visión y control del aprovisionamiento, los permisos y las políticas específicas de las aplicaciones, el bloqueo y la eliminación de los dispositivos de forma remota, y más, para apoyar la movilidad y la flexibilidad de los empleados. 
Gestión de aplicaciones móviles de nivel empresarial en Zoho One
  • Zoho Commerce: La incorporación de Zoho Commerce te permite crear tiendas online fácilmente con las herramientas necesarias para construir un sitio web, aceptar pedidos, hacer un seguimiento del inventario, procesar los pagos, gestionar los envíos, comercializar tu marca y analizar los datos. Además, Zoho Commerce también se integra con pasarelas de pago de terceros.
  • Zoho Learn: Ahora puedes disponer de una herramienta de gestión del aprendizaje que permite crear programas de formación y evaluaciones interactivas, para así fomentar el crecimiento de tus equipos.
  • Zoho Lens: Para facilitar una mejor comunicación y colaboración en un entorno de trabajo remoto, Zoho Lens proporciona asistencia y orientación remotas a los empleados a través de la Realidad Aumentada (RA) mediante anotaciones de RA en tiempo real, VoIP y chat de texto, y más.
  • TeamInbox: Tus equipos pueden utilizar esta bandeja de entrada de correo electrónico compartida para eliminar la duplicación de tareas y agilizar las conversaciones por correo electrónico en una ubicación central.

Capacidades de la plataforma en constante expansión

Zoho Marketplace ofrece miles de integraciones abiertas que permiten las extensiones de terceros y mejoran la potencia de la plataforma. 
Ahora puedes conectar todas tus aplicaciones favoritas a través de Single-Sign-On y construir flujos de procesos empresariales activos entre ellas. Construye aplicaciones personalizadas, portales, widgets y soluciones verticales con nuestras herramientas internas para desarrolladores.

¿Emocionados? ¡Sin duda nosotros lo estamos!  
El miércoles 20 de octubre está previsto un Zoho Live para explicar todas las novedades de Zoho One.
Para usuarios en España: 17h CEST
Para usuarios en Mexico y otros países de Latinoamérica: 10h CST
Regístrate aquí para no perdértelo: https://zcu.io/xkxp

Esperamos recibir vuestros comentarios sobre la nueva versión de Zoho One.

¡Gracias!



      • Sticky Posts

      • Nuevos tiempos en Zoho Community en español

        ¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar:  1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,

        • Recent Topics

        • GCLID arrives not in CRM with iframe integrated ZOHO Form

          Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

        • How to overcome Zoho Deluge's time limit?

          I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

        • Add Webhook Response Module to Zoho Flow

          Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

        • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

          Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

        • Is it possible to edit placeholder text?

          In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

        • Delay function execute

          I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

        • How to allow download of a file AFTER information is collected?

          I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

        • Add Baseline methods to API

          There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

        • Bulk Fill In & Edit PO/Bill/SO/Invoice

          Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

        • Fixed Assets beg balance

          Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

        • Syncing with Google calendar, Tasks and Events

          Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

        • CRM Deluge how can link attach file with workdrive file.

          Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

        • Feature announcement: AI-powered document generator in Zoho Sign

          Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

        • Permanently deleted files

          Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

        • Shared Mailbox in iOS app

          Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

        • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

          Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

        • Revenue Management: #6 Revenue Recognition in Professional Services Industry

          If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

        • Zoho fsm scheduled maintenance dispatch

          Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

        • Template modifiactions

          Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

        • zoho.inventory.getRecords returns no records

          I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

        • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

          We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

        • Feature announcement - Simplifying document creation with Zoho Sign

          Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

        • Integrating File Attachments in Zoho Flow Email Notifications

          Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

        • Zoho Mail SMTP IP addresses

          We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

        • Zoho project purchases

          Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

        • Create Tasklist with Tasklist Template using API v3

          In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

        • How can I restore all the deleted Time entries of a Task in Zoho Projects

          How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

        • Is there a way to make an account inactive in ZoHo Desk

          We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

        • How to set the value of the Phone field importing contacts in Zoho Desk

          Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

        • Set Custom Icon for Custom Modules in new Zoho CRM UI

        • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

          I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

        • How to center a field inside a section?

          I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but

        • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

          Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom

        • Showing the map along with mileage expense

          When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

        • Enable Validation Rule for Multi-Select Picklist Field

          Zoho, Please allow validation rules for multi-select fields.

        • File Upload field not showing in workflow

          Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

        • CRM Custom function updating a module record shows the Super Admin user as the record modifier

          Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

        • Best practice importing items and matching assemblies

          Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

        • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

          Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data

        • get file api is returning Junk data

          I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When

        • Next Page