When you open Zoho CRM every day you are taken by default to your Home screen. This is your daily dashboard, and it should have all the information you need to know to start your day. Zoho has pre-built a home screen for you, but what if the information you see isn’t useful? Good news – it’s easy to personalize to meet your needs! You can easily add components and re-order where each component is located. If your administrator has created a custom home screen for you, you can also toggle back and forth between these screens when needed. Read More
Zoho CRM Analytics is a powerful way for you view and analyze your data in custom views to meet your business needs. Analytics components are created in custom Dashboards and can also be added to your Home screen, giving you an overview of what matters most to you in just one glance. Let’s explore how to make Analytics work for you! Read More
Every module in Zoho CRM allows you to create custom views to filter for the information that you need, and several come pre-built. But did you know you can create custom views so you can easily see information that you frequently filter for? This way you can perform those same searches with just two clicks! Read More
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!
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!