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Zoho CRM

Zoho CRM Zia Can Help with Mail Merge Templates

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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.

How Can Zoho CRM Zia Help Me Craft a Template?

When you’re creating a mail merge template you have in mind the audience you are targeting, the event, announcement, greeting, etc. that you are creating, and how those audiences should be targeted. But it’s not always easy to come up with the best phrasing, and you never want to send out a document with a grammar or spelling errors! Zia can help you with all of this, as you compose your template or after you are finished and ready to review. Simply click on the Zia icon in the left side of the top menu bar. Zia will analyze your document in a sidebar on the left.

Zia will first check for spelling and grammar errors. Clicking on either number will show suggestions for the words underlined in red in your document.

 

Next, Zia will look at the Ease of Reading, taking account of the number of run on sentences, polysyllabic words, and average sentence length. Here again you can click on any of the options to see an example the words included in the count and some suggestions on alternatives extra points if you can see the grammar error in this example!).

Lastly, Zia will examine your writing quality, including phrasing and sentence structure.

Remember, your contacts and clients are more likely to open and act on the email if it’s presented in the way you’ve intended and that appeals to them. So take advantage of Zia to help you craft the perfect email merge template! Make you sure you check back regularly as we continue to explore all that Zoho CRM’s Zia has to offer.

Check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Zoho CRM Zia Lead Conversion and Deal Closure Prediction

By Zoho CRM No Comments

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!

How does Zoho Lead Conversion Prediction Work?

Lead prediction works by looking at your interactions with your Leads, such as calls, tasks and events completed, and how those interactions compare to the Lead converting to an Account/Contact/Deal or not. Once enabled, you will see next to the business card of each Lead record an estimation of your likeliness to convert and will also show in the grid view of the Leads home page next to each record.

** Keep in mind, there are conditions that must be met before Zia can make predictions, such as 300 each of both converted and not qualified leads in the CRM system. **

How does Zoho Deal Closure Prediction Work?

Deal Closure Prediction works very similarly to how Lead prediction does. It also takes into considerations such things as the overall sales duration as it moves through the stages. It finds patterns in the way you work and the outcomes that are achieved. As featured in our previous post on Zia Sales Trend Analysis, these patterns will also help determine suggestions on how you can improve your sales process. In addition to seeing your likeliness to win as a percentage next to each record’s business card and in the module grid view, you can also view color-coded probabilities (green/high, yellow/medium, red/low) in the module Kanban view, and the Zia notifications will also display this information.

** Keep in mind, there are conditions that must be met before Zia can make predictions, such as 1,000 Deals generated in the last 15 months, with at least 300 each Won and Lost, and 20 closed within the last 30 days. **

Lead and Deal Conversion Prediction can be set-up quickly and easily by your Zoho CRM Administrator, and once enabled you will soon see the benefits of these predictions! Check back again next week for even more tips on what Zoho CRM Zia can do for you.

Check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Zoho CRM Zia Sales Trend Analysis

By CRM, Zoho, Zoho CRM No Comments

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!

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A Fresh Look for Zoho CRM!

By CRM, Zoho, Zoho CRM No Comments

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.  

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Why Should I Automate My Zoho Templates?

By CRM, Zoho, Zoho CRM No Comments
You know how to create beautiful Zoho email templates, and you send them out to your clients as needed. But did you know you can automate emails using your templates? This is a great feature to take advantage of – you won’t have to remember to send out those crucial emails, and it will save you even more time than manually sending each email! 

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Keeping Your Business More Organized in 2020 with Zoho One

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Zoho business suiteIt’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?

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What are Zoho Templates, and Why Should I Use Them? 

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Zoho CRM allows you to create templates that help you streamline your processes and use consistent branding both within and outside of your company. Zoho templates are simply forms that you use over and over again, such as thanking a customer for their inquiry, or creating an invoice. They are designed to pre-populate specified information from a record in a consistent format. You can create Email, Inventory and Mail Merge Templates.  Templates save you tons of time – with a few clicks you can send out an email or form without having to type it up every time! 

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Using Zoho Checkout to Bring in Revenue

By CRM, Zoho, Zoho CRM No Comments

Integrating Zoho CRM and Zoho MeetingSuch a large majority of business transactions today happen online. Ecommerce is a huge source of revenue for many companies and Zoho has created a product to help with completing any ecommerce transaction. When it comes to non-profits, religious organizations, training institutes or other donation based businesses it’s important to also have a place to securely collect funds via an ecommerce avenue. Enter in Zoho Checkout.

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