CRMZoho CRM

Zoho Zia Data Enrichment and CRM

By May 12, 2020May 18th, 2020No Comments

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!    

What is Zia, and How Can it Help Me?

Zia is an internal Artificial Intelligence driven system that looks through all the data in your system, how that data connects to external data, and how you use that data. It then provides analysis and suggestions to help improve your sales performance and keep you on track. There are a lot of things you can do with Zia in Zoho CRM! But for today, let’s focus on Data Enrichment.

What is Data Enrichment? Why is it Important to Me?

We all try to gather the best and most complete information on our Accounts and Contacts to develop a robust CRM that generates sales and provides for insightful reporting. You can’t do either of those well if you’re information is complete or outdated! Zia scours your data and external data with the internet and suggests information to fill in the gaps. For example, you may have an Account where you’ve made a typo in the address, and don’t have a main telephone number. Zia can look that company up via website, email address or company name to make some suggestions from the public domain.

How do I use Zia and Data Enrichment?

Easy, since Zia does most of the work for you! From within a Lead, Contact or Account record, click on the ellipses in the upper right corner, and select Data Enrichment from the menu. Zia will return results of what you have and what it found. You can accept or reject each suggestion by selecting the Update checkbox. I’m sure your data is more complete than this, but just by entering Microsoft and www.microsoft.com in a new Account record Zia returned these results. Pretty impressive! The next time you see missing info in one of your records, give Zia Data Enrichment a try! Check back next week to see other ways you can use Zia in Zoho CRM to drive your business forward.

 

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!

Kirsten Karlsen

Author Kirsten Karlsen

More posts by Kirsten Karlsen

Leave a Reply