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

        • Error: Invalid login: 535 Authentication Failed

          I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:

        • Zoho Renewal

          Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?

        • javax.mail.authenticationfailedexception 535 authentication failed

          Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

        • Not reciving emails

          Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise

        • Not receiving MailChimp verification e-mail

          It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be

        • Creating my 2nd email account

          After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that

        • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

          Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.

        • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

          Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,

        • Transfert de domaine pour création des comptes emails

          Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation

        • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

          Kindly help me resolved this issue that i am facing here.

        • How are people handling estimates with Zoho inventory?

          We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing

        • Relative Date Searches

          Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing

        • Performance is degrading

          We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

        • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

          Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your

        • Dear Zoho CEO: Business Growth is about how you prioritise!

          All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 

        • Please review and re-enable outgoing emails for my domain

          Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my

        • Payroll without tax integrations (i.e. payroll for international)

          It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in

        • goingout e mail block

          info@ozanrade.com.tr

        • Incoming mails blocked

          Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please

        • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

          Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

        • Configuring Email Notifications with Tautulli for Plex

          Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server

        • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

          Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

        • How to Set Up Zoho Mail Without Cloudflare on My Website

          I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like

        • Spam is Being Forwarded

          I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?

        • IMAP Block

          My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.

        • "DKIM not configured"

          Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?

        • Zoho mail with custom domain not receiving email

          i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho

        • Set connection link name from variable in invokeurl

          Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

        • Waterfall Chart

          Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?

        • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

          First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

        • Issue with Importing Notes against Leads

          Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have

        • Trigger a Workflow Function if an Attachment (Related List) has been added

          Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

        • Option to Hide Project Overview for Client Profiles

          In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.

        • Creator Add Records through API - Workflows not triggered ?

          Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use

        • Zoho Books Idea - Include another field in Bank Details for Address

          Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

        • Zoho Books Idea - Bank Details Button on Banking

          Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

        • 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

        • Important Update: Changes to Google Translate Support in Zoho SalesIQ

          We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation

        • FSM Improvement Idea - Show an Import button when there is no data

          I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

        • Next Page