Investigate your losses using VoC's root-cause analysis | Zoho CRM

Investigate your losses using VoC's root-cause analysis | Zoho CRM

Dear Customers,

We hope you're well!

Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses and address their root causes.

Root cause analysis is a process management technique whereby a business analyzes the root cause of a problem or constraint it's facing to address negative triggers. It involves identifying and defining the problem, gathering data and evidence, identifying possible causes, and testing each cause against the evidence to obtain the ultimate root cause. Many businesses manually examine causes one by one, often collecting reasons from users for each problem that arises. But this examination process takes a lot of time and unfortunately isn't often backed by data.

This brings us to Zoho CRM's root cause analysis (RCA) feature in VoC.

VoC categorizes customer feedback based on various traits. For RCA, VoC identifies negative outcomes in your business, such as customers that have churned out and deals that you've lost. As a reactive investigation, RCA backtracks the events and responses of those lost deals and churned customers to identify the reasons and causes that led to them. Based on their keywords and behaviors after, VoC categorizes potential root causes as follows:
  • Lack of innovation
  • Product glitches
  • Response delays
  • Poor service
  • Product pricing issues
  • Missed deadlines
  • Lack of follow-ups
  • Mismatched requirements
  • Others

How you can use RCAs
Regardless of what you're investigating, RCA can play a role in it. Using VoC events or responses, you can build new custom charts and group them based on these categorized root causes.
Let's look at a few scenarios to see how you can use RCA to build custom charts.

Analyzing declining revenue for Q1
A decline in revenue is a serious issue for any business, and suggests there have been consecutive losses in terms of deals. To understand the trend and trajectory of this issue, you can build a cohort chart with RCA values.

Analyzing failed lead conversions
Attracting and converting a lead is itself a complex process, and most businesses allocate portions of their expenses to marketing their products in order to convert their leads. Despite these efforts, if the acquired leads are lost, the business will incur two types of losses: no return on the marketing costs, and a loss of potential business with those leads. Thus, businesses can use a simple chart to analyze the factors that are causing the leads to walk away.

Based on the results, let's say the most significant cause relates to follow-ups and poor service. The business can then do the following:
  • Use the cause to find those records that are lost due to follow-ups and extend a reconciliation proposal. Click here to learn about cross-module filtering of VoC parameters.
  • Investigate further to determine the cause of the lack of follow-ups or poor service and correct course.
  • Educate users and sales reps in areas that need improvement and prevent future errors.

Under development
In line with the inclusion of RCA while building custom charts in VoC, we're developing an exclusive dashboard for RCA investigations. Using charts like sankey and cohort, the system itself identifies the problem area, computes the findings, and provides you with a turnkey dashboard that you can readily use. We expect this to be ready soon.
While we're at it, we hope you'll include this new RCA computation in your business analyses for a more focused examination of your operations.

That's all about RCA in VoC for now. Each day at Zoho CRM, we're developing VoC to address countless niche requirements that involve customer feedback and behaviors. If you have questions, comments, or feedback around these topics, we'd be happy to hear them. Please drop them in the comments section. Let's connect!

Release plan: This has been opened for all users in all DCs.
Resources: Conduct root-cause analysis in VoC

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian

    • Recent Topics

    • booking link that expires

      I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

    • Locking Certain Feilds

      Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"

    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

    • US to EU Data Migration done / Workflows and Custom Functions stopped working

      Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.

    • Accessing Subform Data using getRecordByID

      I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

    • Leads and Deals Issue

      Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

    • QR codes in templates

      I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

    • How do I hide all leads from Standard users in my CRM ZOHO

      I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

    • Custom view for Milestones

      Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

    • attributed automatically database section

      Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

    • How to Implement Time-Based Filters in Zoho Workflows?

      Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

    • is there a better way to routinely export my project timesheets?

      Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

    • Portal Default View

      Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

    • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

      The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Does zoho rest api support token exchange from microsoft entra id token

      i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).

    • Important: DKIM verification needed for unauthenticated email domains

      Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.

    • How do I define a weekend

      I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

    • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

      Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see

    • Custom Status for Purchase Orders

      Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

    • Remove Address from credit card payment

      I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

      Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

      I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

    • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

      🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

    • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

      As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

    • Resource booking functionality questions

      I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

    • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

      Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

    • Modify the way a phone number is shown in footer on ZOHO Booking Page

      The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

    • Zoho Bookings Multilingual ?

      Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Problem viewing document imported from google drive.

      Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

    • Two way sync Zoho Mail and Bookings

      Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

    • Modifying iframe data of Zoho booking iframe

      Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

    • Sending my emails to Spam Folder

      I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

    • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

      I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

    • Next Page