Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

Hello everyone,

We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM.

As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers incredible predictions and recommendations to improve customer relationship management. However, some users have faced challenges in handling advanced requirements or maintaining control over their data for custom AI tasks. To address this, businesses often leveraged Catalyst’s QuickML—a platform enabling custom machine learning models.

Previously, using Quick ML required exporting CRM data into Catalyst, which was time-consuming and cumbersome. Now, by integrating with Catalyst, QuickML capabilities can be accessed directly within your CRM environment.

Why choose custom AI solutions through Catalyst’s QuickML integration?  

Custom AI solutions allow businesses to tailor machine learning capabilities to fit their specific organizational needs, addressing use cases that go beyond the default predictions and insights offered by Zia.

Let’s explore an example to understand its impact better:

In small businesses, sales managers typically use CRM to track customer interactions and close deals. In contrast, larger organizations like Zylker Health often have dedicated data science teams that need advanced tools to analyze CRM data and forecast key outcomes. For example, using patient data, they can customize QuickML to predict health trends for the coming year, enabling proactive outreach to patients requiring intensive care and helping prevent critical health issues.
By integrating Catalyst’s QuickML with CRM, organizations can:
  • Gain complete control over their data for cleansing, processing, and algorithm optimization.
  • Build end-to-end no-code machine learning pipelines directly within CRM, saving time and streamlining processes.
  • Tailor AI models to fit complex use cases specific to their organization.

QuickML: A no-code ML pipeline builder  

QuickML empowers users to create test efficiently, and deploy custom machine learning models. It allows users to perform the following tasks seamlessly:
  • Fetch datasets via data connectors.
  • Conduct data pre-processing with intuitive operations.
  • Build pipelines for various machine learning tasks using advanced algorithms.

Benefits of Custom AI Solution:

  • Eliminates data transfer challenges: Users no longer need to export CRM data into Catalyst, saving time and effort.
  • Provides data control: Businesses gain complete control over data processing, cleansing, and algorithm optimization.
  • Enables tailored solutions: Users can create AI solutions for specific business requirements seamlessly within the CRM environment.

Notes
It is available for the Enterprise and Ultimate Editions.
It is currently supported only in US, EU, IN data centres. 

That’s all for this announcement! Please share your feedback in the comments below. For more details on the integration, check out our help document 

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