Introducing enhancements in Zoho CRM Plus

Introducing enhancements in Zoho CRM Plus

Hello everyone,
 
We've come up with some new updates for Zoho CRM Plus and can't wait for you to try them out. Let's take a look at what we've rolled out. 

Improved Email Parser in CRM

CRM's Email Parser which helps businesses automate the process of adding records by directly extracting information from emails, just got some major functional improvements. You can now use a single parser email ID for all parser rules, regardless of the number of vendors you have or the number of rules you create.



This replaces the previously time-consuming process of creating a separate parser email ID for individual vendors to track their information. The new parser interface displays a preview of the parsed data alongside where the field mapping occurs, and features an advanced configuration tab which enables users to filter emails according to different criteria.


Enhancements related to Emails in CRM 

With our all-new email configuration, you can open an email and see the entire set of follow-up emails in a threaded view.



You can now add attachments from WorkDrive and other cloud drives, which saves you the time of having to download the attachments, and ensures that the files are always easily accessible in the cloud. You can also access attachments by clicking on the attachment icon next to a listed email, instead of having to open the email.
 

Enhancements in Desk's Community module

Categories are a collection of forums displayed in Desk. By default, each department has its own category. For example, you can manage categories for Sales and Support separately. The new enhancements enable you to create independent categories and define characteristics like logos, names, descriptions, associated departments, and others.



Furthermore, many-to-many mapping can be done between a category and department. A category created for a particular department can be mapped with a different department. This helps users create forums more quickly. Now, you can also set default departments and add topics directly as tickets.
 

Parallel Transitions in Projects

Projects' Blueprint feature helps you design and direct workflows to automate processes in a step-by-step manner. A blueprint has two main components: status and transition. Status denotes what stage a task is at, and transition is the link between two statuses and shows the movement of tasks from one status to another. Sometimes, these transitions need to be run in parallel. For example, in a production process, the production of a material can be approved only if the blueprint is approved by the engineering head, quality control manager, and production manager. All these processes can run as parallel transitions, and the entire process will be marked as complete only if all the transitions are complete. 
 

Enhancements in Social Reports

You can view in-depth analytics for your connected social media channels in the Reports module. These reports are now available for any specified date range over an extended period of one year. You can filter data by date, week, month, or quarter, and group it by brand. You can generate detailed summary reports, posts and engagement reports, Facebook Messenger insight reports, and much more for the past year. With this vast dataset, you can spot trends and understand how your social channels have been performing over time.
 

 

Cross-brand posting in Social

You've already been able to post across multiple channels, but with cross-brand posting, you can now post across all your brands and across multiple social channels at the same time. This enables easy and quick publishing so you can reach your entire audience in less time. Managing all your brands' publishing needs has never been easier.



Try out these updates and let us know what you think!
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Zoho CRM Plus in 2023: Let's rewind

        Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
      • The CX Workshops are back in 2023!

        Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
      • Refer Zoho CRM Plus to your friends and earn rewards!

        Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
      • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

        Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on
      • Unified telephony in Zoho CRM Plus

        In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方