Zoho CRM has emerged as an effective remedy for businesses in recent years. Its powerful customer-relation management platform helps businesses of all sizes improve their sales & customer service.
In the early 2023, Zoho CRM has released a number of new features, and enhancements, including robust automation capabilities, improved analytics, reporting, and a streamlined user interface.
Whether you’re a small business just starting out or a large enterprise with complex sales processes, Zoho CRM development application can be tailored to your specific needs. With its modular design, you can add or remove features as needed, and the platform can be integrated with a variety of other business software tools.
In this article, let’s discuss the latest takeaways that you will find in the new integration of Zoho CRM and develop your software tools to the next level.
What are the new innovations with the new Zoho Integrations?
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Growth of Sales
Zoho CRM is now allowing businesses with more customized features and advanced tools to enhance the unique flows of the business. The latest development includes a high level of effectiveness, and a number of new enhancements that prioritize team efforts and focus on the most promising deals and leads.
The topmost integrations in the new feature includes the following:-
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Threaded Email Views
Zoho CRM now integrates threaded email communication that makes the interactions more effortless and streamlined.
Previously, customers were forced to reach each conversation with a customer as a separate email. It could consume a lot of time and was inefficient to correspond with various senders. Now, you can expand the attached list to mails to see the entire history of correspondence and respond more effectively.
The feature also allows sales teams to save time and improve productivity by providing a comprehensive view of all email introductions with customers. Along with that, it ensures no important information in our contexts is missed, leading to a better customer service.
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Transactional SMS Facility
Effective communication is the key to maintaining a strong relationship with customers. Zoho CRM’s omni channel communication system is designed to help businesses stay connected with each other across multiple channels. With Notification SMS, Zoho CRM has added an extra layer of communication that can help businesses to reach their customers productively.
Businesses can use automated SMS messages to trigger important messages from workflows, Blueprints, and Command mCenter journeys.
It has the ability to personalize message templates using merge fields. By including contextual information in the SMS messages businesses can build more personal connections with their customers.
To leverage uninterrupted communication, Zoho CRM development application allows businesses to set up a minimum credit balance and simplify auto recharge options. However, the special feature is currently available for businesses in India but Zoho CRM is working towards making it available in more countries and in the future.
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Summary Roll-up Fields
The new include roll-up summary is exceptional in improving the overall functionality and user experience in Zoho. These include user lookup field support in subforms, subform support in email templates, deal look-up fields in invoices, enhancements to portals, global picklist values, and more.
User lookup field support and subforms in other users to relate users in subforms using lookup feels like user email id or any other information available in the user detail page.
Sub form support in email templates enables users to insert any sub form into email templates such as tables and remove rows and columns from the subforms.
Deal look-up feels in invoices allow users to associate specific invoices with individual deals as well as preserve this association when converting a quote into an invoice.
Enhancements to portals include the ability to change email IDs of portal users and customize the template for portal invites.
Global picklist values make capturing data across modules easier, allowing administrators define a global set of at least values that can be assigned to any pic list in any module.
1. Analytics and Sales Performance Management
To help businesses analyze and manage their self performance Zoho CRM has introduced several new features and their analytical and sales management system.
These include the ability to archive up to 5 years of forecasting data search and highlight support for reports, URL-based performance tracking in web form and latex and a new stage component to visualize record and distribution across different stages of sales processes.
Archiving forecasts enable businesses to access historical performance data for insights into their sales process. Search and highlight support for reports make it easier to keep track of important reports among the many running at any given time. URL-based performance tracking in webform analytics allows businesses to analyze webform performance based on their URLs. The new stage component provides a complete picture of record distribution across different stages and sales processes.
2. Predictive Intelligence
Zoho CRM’s predictive intelligence powered by Zia offers a range of new capabilities in enhanced functionalities to derive valuable insights from business. With Zoho integrations of Zia, businesses can leverage their features seamlessly within their existing workflows.
Here are the highlights of the innovative, modern features that it will add to your business:-
- It analyzes CRM data to generate consolidated reports on relevant Matrix presenting them in an easier format.
- Gain insights into how its functionalities such as recommendations, data enrichment and best time to contact are being utilized across your organization and impact on the sales process.
- Automatically transcribes recorded calls providing additional information like sentiment, emotion, intent, and summaries. It will enable businesses to extract valuable insights from the call data.
- The new features will enhance image validation in Zoho CRM by training Zia to detect specific objects ensuring images meet particular requirements before being considered valid.
- Configure the software to notify you when customers express negative sentiments in multiple consecutive emails.
- Receive insights and notifications outside of Zoho CRM through email, Zoho cliq, or slack along with you to stay informed and take action without leaving your preferred app.
- Identify customers with similarities to the current customer and leverage past interactions to refine your approach.
- Zia gets strength to recognize custom intended categories in incoming emails enabling fast categorization and prioritization of customer enquiries.
- With data enrichment features gain clarity on the information updated by its data investment feature and analyze your search patterns across organizations.
3. Operating Sales
Zoho CRM added new features to make the job of CRM administrators easier. It includes enhancements to the sandbox for testing changes and customizations before pushing them to the production account admin tools. There, the CRM configurations tools are managed & abled to lock entire records in the CRM.
Zoho will be introducing QuickML, a no-code machine learning platform that helps businesses build into and solutions specific to the business through Catalyst, an application development platform focused on empowering developers. It will also enable businesses to build custom AI solutions without writing a single line of code.
Final Thoughts
Zoho’s latest features will provide more value and enhance the environment of a business setup. The customizations of Zoho CRM development make the admin tools easier to maintain a proper guideline to meet the increased needs of larger enterprises. You can reach our experts as we ensure continued efforts to provide a comprehensive and customizable CRM system solution for businesses to thrive.