Last week we discussed Ask Zia and how to chat with it to get quick answers when you need them. But did you know about Zoho Zia Voice? It’s like Ask Zia for your mobile phone. If you’re on the road often you know the importance of being available for your clients when you’re on the go. Zia Voice makes it easy to handle basic tasks for you! Read More
Have you ever utilized Ask Zia in your Zoho CRM? You’d be surprised at how easy it is to update records and access analytics using this AI function! In previous posts I’ve been shining a light on Zoho CRM’s Zia, including Data Enrichment, Sales Trend Analysis, Conversion and Closure Predictions, and Help with Templates. Today let’s take a look at how you can use Ask Zia as your very own personal AI assistant to manage your CRM activity!
Did you know that Zia in Zoho CRM could help write clean and concise Mail Merge Templates to engage your customers? If you’ve ever struggled to come up with the best formatting, language, and readability for your target audience you can use Zia to help you out. It’s similar to MS Word Editor, but better! Lets what it can do.
Did you know that Zia in Zoho CRM can help predict the probability of a Lead converting to an Account/Contact and generating a Deal, and the probability of winning that Deal? This can help you gain a more realistic view of your sales pipeline and help you understand which clients may need more attention to convert to an account/contact and win the deal. Zia gains this ability by looking at your past performance – how you interacted with a client and what those Leads and Deals had in common. In previous posts we talked about what is Zia is and looked at Zia’s Sales Trend Analysis capabilities. This week we’re going to explore Lead Conversion and Deal Closure Prediction so you can see how Zia can help you sell better!
If you have access to Analytics, you can track your Sales Trends and Sales Follow-up Trends thanks to Zia in Zoho CRM! We previously discussed Zia and Data Enrichment, and now we’re going to take a look at what Zia can do with the automatically collected sales and activity data in your CRM. There are even pre-built dashboards right out of the box, saving you from having to build them on your own. You can even add them to your home page!
Zoho CRM is now utilizing Data Enrichment, powered by Zia. This can really help you in your sales efforts by building your customer profiles in a single click. But what is Zia? And what is Data Enrichment? Let’s take a look!
Have you ever had to make updates to several records at the same time? If you go into each record separately for every update it will take you a long time! Sure you can import a batch of records all at once, but you’d need to put a spreadsheet together with all those updates first. Fortunately the Zoho CRM Sheet View function will help you save time!
Zoho recently made some changes to the User Interface (UI) of CRM. You might not see the difference yet, as you’ll have the option of switching back and forth between the old and new looks until May 15, 2020. That gives you plenty of time to practice and get used to the new look and feel!
The changes made to the Zoho CRM interface are mostly cosmetic – they are designed to enhance and streamline your experience by simplifying the layout and organization. The Home page and each module page will look the same, the changes are in the records.
It’s the middle of February already, and with each passing day we are reminded of all of those New Year’s resolutions that we have to get started on (or have already abandoned)! The post holiday winter season can seem long and dull, especially after the craziness of December and January. Personally, I think that February is a great time to implement some new organizational tools into your company to shake things up.
We often find that our small business clients don’t use the Zoho business suite to its fullest potential, so today we thought that we could highlight some of the Zoho apps that can help you manage projects and contacts, and easily integrate your email into your CRM. This may not be a shock to hear, but keeping your business organized can aid in improving client relations, create efficiency in your day-to-day workflow, help you easily track your businesses progress, and maybe even give you some time in your personal life to get cracking on those other goals you hoped to get to by the end of 2020. Who knew Zoho One could improve your small business and personal life?
