19 Matching Annotations
  1. Mar 2024
    1. Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

      Kiosk studio is the Zoho Creator of widgets – for Zoho CRM.

      Zoho Creator allows you to focus on custom backend functionality while having an out of the box front end.

      Zoho CRM Kiosk allows you to create a small application interface with an out of the box front end, while allowing robust functionality on the backend.

    1. Marking ePHI, preventing export of sensitive information - here's how orgs can use DataPrep for HIPAA compliance

      You can now enable HIPAA compliance in Zoho Data prep and mark data as ePHI, allowing you to further securing your collected private health information.

    1. These enhancements are being rolled out in phases and are now available to all users across all data centres, with the exception of the US DC, where they are currently available only to organizations on editions below Enterprise.

      Release Plan

    2. 1. Introducing the Zoho Subscription Module

      The Zoho CRM/Subscriptions integration used to just display Zoho subscriptions as a related list on the accounts and contact record.

      Now Zoho Subscriptions has it's own module in Zoho CRM, allowing you to create reports and drill down into Zoho Subscriptions data from a list view.

    3. 2. Unified permissions between Zoho CRM and Zoho Books

      Previously you could have a different user permissions in Zoho CRM to access the Zoho Books information being displayed through the integration.

      Now you don't have to worry about permission discrepancies, because they're synced.

    4. 1. Introducing Integration users

      If you're a Zoho CRM user without access to Zoho Books, you can now become an integrated user and do anything you want to the estimates module.

      I suggest you use the quotes module so you can take advantage of all the robust CPQ functionality available in Zoho CRM, then push the quote to a SO in Zoho Books.

    1. Streamlined and automated processesContextual collaborationStructured and organized work data

      It's Zoho's Monday.com

      • It's a pretty spreadsheet with a built in workflow builder for better automation.
      • Interesting overlap with Zoho Projects, with the tabular/spreadsheet like interface
      • It allows you more flexibility to manage your work then Zoho Projects and Zoho Sprints does.
      • The issue here is with increased flexibility comes a higher barrier of entry to properly use an application. And increases the likelihood you'll use it wrong.
      • Whereas a spreadsheet isn't a relational database, Zoho Tables is, allowing for better reporting and organization over time.
    2. Zoho Tables is made for you, if you fall into one of these three categories:

      Who should care about Zoho Tables?

      I'd suggest you use Zoho Projects first, then take a whack at Zoho Tables.

      Zoho Projects is much more sophisticated, and Zoho Tables just came out and it's pretty light with features. Give Zoho Tables a year and see how it compares to products like Monday.com.

  2. Feb 2024
    1. Zia can use this feature to observe customer engagement via events from third-party analytics platforms like Google Analytics. By analyzing metrics like login frequency and product usage

      If you sell a web application, and you have Google Analytics set up for your software, you can connect Zia with Google Analytics.

      This would be helpful if let's say you had a drop in a logins or product usage from a contact, you could quickly show that they're likely to churn.

      *You need to match up ID's in order for it to work.

    2. These reasons will be determined by considering all customer module touch points, including data points from related modules and VOC data.

      Zia determines churn based on related modules touch points and VOC ( which is Zoho's sentiment analysis tool that essentially analyzes different communications to see if someone is upset or happy etc.).

    3. Descriptive reasoning for churn details

      Instead of just giving you a churn score, Zia now tells you why it thinks a given customer is going to stop doing business with you.

    1. Zia uses color to highlight various content within the call transcript, enabling users to find keywords easily and observe how they were used during the conversation. For instance, if the transcript mentions a person, they will be highlighted as a Person with an assigned color.

      Zia now highlights sections of a call transcript and organizes the highlights by entity.

    1. Identifying the best time to contact a customer is crucial for sales professionals, as reaching out at the wrong moment can jeopardize potential deals and affect the customer experience. Equally important for ensuring successful customer interactions is selecting the right communication method, whether it's a call or an email.

      Zia used to just show you when the best time to contact. Now Zia shows you the best method alongside the best time, so you know whether it's best to send an email or give someone a call.

    2. Zia Notification panel

      Let's say you're closing less deals than normal, ZIA AI anomaly detection will notify you of the deviation from the norm, that way you can look into the issues.

      More likely than not, you'll be monitoring your deals pipeline closely.

      But oftentimes we're to busy to notice anomalies in each module so this can be helpful for those of us who aren't closely monitoring everything in Zoho CRM all the time.

      Which is all of us.

    1. Previously you had to set forecasts for the organization as a whole first then breakdown the goals for the entire organization, different parts of your organizations can now submit their goals first, which will then make up the organization wide forecasts.