Nuevas mejoras en Zoho CRM Plus

Nuevas mejoras en Zoho CRM Plus

Hola a todos,

Tenemos el placer de anunciar el esperado lanzamiento de Zoho CRM Plus, preparado para ofrecer una experiencia unificada al cliente. Hemos agregado algunas mejoras a los módulos Desk, Social, Analytics y Salesiq que le ayudarán a dirigir sus procesos de negocio con más eficiencia. Además, nuestra plataforma unificada está diseñada para proporcionar al cliente una experiencia mejor y fluida gracias a la interfaz de usuario unificada, el panel de administración, las opciones de configuración, la función de búsqueda y el panel de usuario.

La lista de mejoras es bastante extensa, por lo que las describiremos en dos publicaciones separadas. En la primera publicación analizaremos brevemente las mejoras realizadas en los módulos Desk y Analytics, seguida de otra publicación en la que daremos detalles sobre las mejoras en Salesiq y Social.

Mejoras en Zoho Desk

En el módulo Desk hemos agregado las características siguientes:
  • Blueprint
  • Funciones de Zia, tales como el análisis de sentimientos, el etiquetado automático, la detección de anomalías, el panel de Zia , el asistente para respuestas, el bot de chat y Zia Voice.
Permita que sus equipos de asistencia técnica saquen provecho de las ventajas de la función Blueprint de CRM mediante Blueprint para Desk. Los equipos de asistencia pueden supervisar estrechamente los problemas e impedir su remisión frecuente a niveles jerárquicos superiores mediante la creación de un proceso de resolución de solicitudes de asistencia (tickets) que asegura que cada cliente reciba las mejores soluciones de forma puntual y coherente.

Ampliación de las funcionalidades de Zia a Desk

Hemos agregado funcionalidades de Zia al módulo Desk que le permitirán mejorar su proceso de negocio de muchas maneras. Veamos los detalles:
  • Análisis de sentimientos : Al igual que el análisis de sentimientos para correos electrónicos existente en CRM, Zia ayudará a los agentes de soporte a identificar el tono de cada ticket de cliente para asegurar una respuesta rápida.
  • Etiquetado automático : Zia etiquetará automáticamente las respuestas del cliente con palabras clave de acuerdo con el contenido del ticket, las cuales se agruparán de forma inteligente como etiquetas automáticas. Esto también ayudará a identificar las etiquetas de tendencias y el sentimiento del cliente que subyace en ellas.
  • Detección de anomalías : Zia predice la tendencia que tendrán las respuestas a tickets entrantes y salientes y compara esa predicción con el tráfico real. Zia también sugerirá las posibles anomalías que puede haber.
  • Panel de Zia : El panel maestro inteligente ayuda a los equipos de asistencia técnica a ver las etiquetas de tendencias, los sentimientos de tickets, las anomalías y otros elementos.
  • Asistente para respuestas : Zia genera respuestas automáticas para las preguntas de los clientes mediante el análisis de palabras claves y también sugiere documentos de ayuda pertinentes de la base de datos. Los agentes de soporte puede previsualizar las respuestas de Zia y hacer uso de ellas al responder al cliente.
  • Bot de chat : ASAP integra su centro de ayuda directamente en su sitio web o aplicación móvil. Cuando un usuario tiene un problema, puede consultar la base de conocimiento, escribir mensajes en la comunidad de usuarios, iniciar un chat con un experto o incluso emitir un ticket de soporte. Todo ello puede hacerlo sin necesidad de salir del sitio web u aplicación móvil.
  • Zia Voice : Hemos agregado la funcionalidad de Zia Voice a Desk para que los equipos de asistencia técnica puedan acceder con facilidad a información contextual de cliente a través de mensajes de voz y de chat. De esta forma, Zia Voice puede ahora ayudar a los negocios a extraer información de cliente procedente de los departamentos de ventas, marketing y asistencia técnica. Zia Voice también está disponible como SDK, lo que permite a los negocios proporcionar la funcionalidad de Zia a sus clientes.

Mejoras en Zoho Analytics

Zoho Reports ahora se denomina Zoho Analytics y tiene las nuevas características siguientes:
  • Ask Zia
  • Información unificada procedente de los departamentos de ventas, marketing y asistencia técnica
  • Nuevos conectores de datos en medios sociales, marketing y análisis de recursos humanos
  • Alertas de datos inteligentes
  • Análisis de colaboración
  • Edición de instalación local

Ask Zia : Zia está ahora disponible en Zoho Analytics como asistente de búsqueda basado en inteligencia artificial. Los usuarios pueden hacer preguntas tales como "¿Cuál es la tendencia de ventas mensuales para cada región?" y obtener respuestas en forma de informes gráficos, en lugar de crearlos manualmente.

Información unificada procedente de los departamentos de ventas, marketing y asistencia técnica : Zoho Analytics combina automáticamente datos procedentes de diversas fuentes y genera informes y paneles predefinidos para supervisar métricas de negocio críticas. Aunque existen más de 300 informes y paneles predefinidos que proporcionan información empresarial útil, el usuario puede también combinar datos procedentes de diversas fuentes de acuerdo con sus necesidades.


Nuevos conectores de datos : Se han agregado seis nuevos conectores de negocio a Zoho Analytics, lo cual amplía el número de conectores a más de 100. Cada uno de estos conectores tiene 100 informes y paneles predefinidos, específicos del dominio, que el usuario puede utilizar inmediatamente con fines de análisis.

Estos son los conectores disponibles:
  1. Análisis de medios sociales: Páginas de Facebook, nombres de usuario de Twitter y análisis competitivo de Twitter
  2. Análisis de marketing: Bing Ads y Facebook Ads
  3. Análisis de recursos humanos: Zoho People

Alertas de datos inteligentes : Esta función avisa a los usuarios, mediante notificaciones integradas en la aplicación o de correo electrónico, cuando se detecta una anomalía y sugiere la acción apropiada.


Análisis de colaboración : Se ha agregado la posibilidad de hacer comentarios contextuales a las funcionalidades de colaboración de Zoho Analytics. El usuario puede hacer comentarios sobre cualquier informe o panel y tener interacciones contextuales con las partes interesadas.

Edición de instalación local : Además de la edición existente en la nube, Zoho Analytics estará disponible como versión para instalar en el sistema local del usuario a fin de ofrecerle opciones de implementación y permitir que las grandes y medianas empresas puedan analizar datos almacenados localmente.

Como continuación de la presente publicación, examine las mejoras realizadas en SalesIQ y Social. Este es el vínculo a la publicación.


    • Recent Topics

    • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

      Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

    • Custom form - Duplicate Value Present

      I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:

    • Zoho API connection issues

      Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',

    • Query Regarding our Partnership between AIC-JKLU and Zoho

      Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,

    • Disputed Purchase Invoices

      We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

    • Getting events in the future

      Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all

    • Created Date/Invalid Fields

      Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.

    • add employees and customiz

      I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

    • Revenue Management: #9 Revenue Recognition in Media & Publishing

      Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation

    • Zoho CRM Community Digest - July 2025 | Part 2:

      Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.

    • How can I trigger a flow action only once while updating contact?

      Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The

    • Copy a Record Template from one Form to another

      I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?

    • Tip of the Week #70 – Create common team signatures for your shared inboxes

      Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead

    • Enhanced data export features: XLSX format, custom character encoding, and selective record export

      Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to

    • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

      Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,

    • Zoho DataPrep and File Pattern configuration

      I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

    • Quick Item Search & Auto-suggestion for Invoices

      Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

    • Ticketbai! en el Pais Vasco

      Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas

    • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

      Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look

    • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

      Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template

    • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Create, collaborate, and manage agreements with Zoho Sign

      Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users

    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

    • DNS set up

      I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

    • hiding a topic from all but one segment (or list)

      My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

    • How do I set up this automation correctly?

      When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

    • Function #62: Display associated Quote on Invoice details screen

      Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to

    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

    • Desk x CRM Integration

      Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Issue with Save & Share Link – Works for Others but Not Creator

      I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is

    • Save the pdf report from a registration form in a Folder

      Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already

    • zoho forms integration to zoho work drive

      Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:

    • Zoho Forms to Zoho CRM Integration failed - can I restart it?

      The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?

    • insert an equation, but in document, it shows an image not available.

      I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles

    • Zoho Desk Android app update - Swipe action customization

      Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening

    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

    • XML format to import knowledgebase into Zoho Desk

      Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

    • Next Page