Explore response drilldown, summary components and participation in CRM criteria

Explore response drilldown, summary components and participation in CRM criteria

VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following:

      A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute

      Expanded data sourcing options, whereby you can include reviews from known and unknown sources in your VoC analyses

Today, we're here with the following components:
  1. A response drilldown that shows you the collection of responses behind a particular chart value
  2. A summary component that analyzes and summarizes customers' responses categorically
Let's start with the response drilldown component!

Drilling down into VoC responses

Understanding the data points that underlie analyses helps decision makers make informed decisions. For VoC analyses—which typically involve examining CX—we already have what we call customer drill down: the ability to view customer records described by specific chart values and then act on those records.

But now that responses and reviews can come in from any source or module, drilling down into data behind a given chart value yields more context.
Here's even more information about this: You may already know that VoC can incorporate responses and reviews from basic and advanced sources in standard and custom modules. What you may not know is that Zoho CRM's VoC feature classifies data into four related modules that are generally hidden from the UI but viewable via filters and kiosks: Events, Responses, Keywords, and Resources. 

The tool then compiles these data points into analytics in Zoho CRM's VoC dashboards so you can act on them. One way to do so is by identifying customers via the chart itself, which the customer drilldown feature enables you to do. Another way is by using filters on the relevant modules.

To this setup, we're now introducing the ability to drill deeper into the responses themselves—irrespective of who the individual customers are. In other words, you can now drill down into responses stored in the VoC Responses module.
    

How does this benefit you?

Imagine you want to run a cross-sell campaign for your existing customers. Before you approach them, you want to know what kind of feedback you commonly receive—both praise and problems. You can create a dashboard to analyze transactions and customer feedback. Once done, you can click on the different chart values to investigate them, including:
  1. Any notes left by sales reps that indicate specific attributes detailed in the chart
  2. Email responses behind negative sentiments
  3. Transcripts of calls that had various customer opinions
  4. Any related support tickets
  5. Survey responses that detail customer preferences and satisfaction scores
  6. Feedback shared via Kiosks
Irrespective of the source, by using the response drilldown feature, you can see a collection of your customers' "voices" based on their responses and behaviors.

Next up: VoC Summary!

VoC Summary is an analytical dashboard that comes with various text-based analytical components. Backed by VoC data, Zia can deconstruct key takeaways in each section as short, consumable bulletins—without altering the context.
The list of components you get as part of this Summary dashboard are as follows:
  1. Sentiment summary 
  2. Intent summary
  3. Pain point summary 
  4. Source summary
  5. Segment summary
  6. Customer satisfaction summary
  7. SWOT summary
  8. Top keyword summary
You can use these components as-is or plug-and-play with any custom-built dashboards you created for your analyses.
    

And finally—VoC in custom view and Workflow automation.

VoC modules like resources, responses, events, and keywords carries CRM records that exhibits a certain behavior.

In these modules, VoC classifies and stores records of of happy customers, frustrated customers, prospects with intention to make a purchase, of those that are at the verge to churn, and more. Ability to select and filter your data based on this intelligence, will give your business an edge that demographic classifications would fail to give.

This post from last year would give you in depth information about acting on VoC classified records. We exposed these attributes within advanced filter of CRM modules. Today, we are making VoC attributes available in custom view criteria and Workflow rules’ trigger

Imagine you’d want to identify prospects that have intention of purchase. The sales rep can simply create a custom view with VoC attributes and get a list of prospect that are inclined to buy from your business. With a setup as straight forward as this, pursuit becomes easier.

VoC in Workflow rules:

Prospects or customers that are at the verge of churn may churn at any moment, and acting on them right away help businesses to salvage them. Be it an acknowledgement email to the customer or escalating to the case manager, or flagging the records for priority, VoC responses being available in the Workflow rules help business respond with urgency from unintentional expressions.

Here’s an example!
There–that’s all about VoC updates for today. Since its launch, VoC have had good milestones. We only aim to strengthen its portfolio so that you can make business decisions backed by data.

Give it a try and let us know how you like it. :) 

VoC availability:

P.S.: These features are being opened gradually. The help documents will be shared upon their complete release.

Thanks and have a good one!

Kind regards, 
Saranya Balasubramanian
    


    • Recent Topics

    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

    • Non-Avalara Tax Automation wtih Zoho Books

      We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We

    • Migrating to the new outgoing webhook model in Zoho Connect

      Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networks

    • Create formula calculations in Assemblies for scaling quantities

      Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly

    • Lastest update

      The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else having

    • Is it possible to make tags "required"

      We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each

    • Tip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'

      Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.

    • What matters more in Zoho implementations: tools or system architecture?

      I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplier

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

      Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across

    • Deposit on invoice

      I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer

    • Zoho NOTEBOOK: What are file size restrictions?

      I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audio

    • Concern Regarding Stock Validation in Inventory Management

      Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or

    • Automation Series #2: SLA vs Supervisor Rule in Zoho Desk

      SLA vs Supervisor Rule: Keeping tickets on track in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations

    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't

    • Notebook AI limits

      Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and

    • Disappointment with Zoho Payments

      Dear Gowdhaman, I am writing to inform you that I am removing Zoho Payments from my website. I cannot continue to disappoint my customers due to the lack of UPI support, as has been the case with my experience so far. Please note that the 0.5% transaction

    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

    • Exporting All Custom Functions in ZohoCRM

      Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you

    • Log a call: Call Duration for Inbound is mandatory but inbound is optional

      Hi Team Can you advise on why the call duration for the inbound call type is a mandatory field? We have a use case where we are manually logging a call but do not use the call duration field. The field does not have the option to make it non mandatory

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Zoho Sign 2025–2026: What's new and what's next

      Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

    • New Account, Setting up Domain Question

      Hello, I recently set up a new account with a custom domain. But after paying and setting up my account, it says OpenSRS actually owns the domain, and I have to sign up with them to host my site. But OpenSRS wants to charge me $95, which is ridiculous.

    • 【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.1 ～ データドリブン経営・少人数組織のCRM活用・AIエージェントの最前線 ～

      ユーザーの皆さん、こんにちは。 コミュニティグループの中野です。 2026年3月27日（金）、東京・新橋にて「東京 Zoho ユーザー交流会 NEXUS vol.1」が開催されました。 今回は「マーケティング領域のZoho 活用法 × AI」をテーマに、ユーザーさん2名による事例セッション、Zoho 社員によるAIセッションなどを実施しました。 ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください。

    • Monthly Webinar : Getting Started with Zoho LandingPage

      Our monthly Getting Started with Zoho LandingPage webinar is back! If you're building your first page and want a little guidance, this is where to start. Learn how landing pages fit into your strategy, generate leads, and improve conversions. Here’s what

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • ZOHO CRM Quote Export / Quote Report

      How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields

    • Mass emails - Allow preview of which emails will receive the email based on the criteria

      Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

    • Limitation in Dynamic Constant Sum Based on Previous Question Selections in Zoho Survey

      Zoho Survey supports the Constant Sum question type, allowing respondents to distribute a fixed total (such as 100) across a set of options. However, it does not support dynamically populating these options based on selections made in a previous question.

    • SAP Business One(B1) integration is now live in Zoho Flow

      We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

    • Showing the map along with mileage expense

      When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

    • Import MSG to Yandex Mail Account | Fast & Reliable Solution

      If you are facing problem to import MSG files to Yandex Mail account can be challenging if done manually, especially when handling multiple files. A reliable solution is using the MacGater Mac MSG Converter, which simplifies the entire process with accuracy

    • Copy all reports in a folder

      I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)

    • OpenURL working Intermittently

      Never had this issue before, everything was working fine up to a few days ago. We have a buttons on reports to open forms with pre-filled fields. Now, there are instances where it will throw and error and gives no feedback. What is really strange is not

    • Next Page