To choose between Zoho Bigin and Zoho CRM, consider the size of your business, your budget, and your specific CRM needs. Small businesses looking for an affordable and user-friendly solution should opt for Zoho Bigin. In contrast, medium to large enterprises with complex sales and marketing processes should consider Zoho CRM for its scalability and advanced features.

Keyboard shortcuts enable you to perform actions more quickly and efficiently than is possible with just mouse navigation. Using keyboard shortcuts, you can multitask and switch between tabs/modules easily. We've created a set of shortcuts for some of the most common actions in CRM, but these can also be customized to suit user preferences

Keyboard shortcuts are used in Zoho Projects to perform global navigation and specific actions. 

Keyboard shortcuts/ hot keys enable you to use Zoho Inventory with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.

The following table shows the keyboard combinations/shortcut codes to create an random text, lists, tables, code snippet and so on in your document.

Zoho CRM’s field prediction enables you to build custom predictions that align with your business requirements. This simple and intuitive builder can quickly predict values for various business metrics, such as the likelihood of winning or losing a deal, the expected revenue from it, the likelihood of a user buying a specific product as part of the deal, and more—based on a selected field. Zia studies your data according to the conditions you specify and generates predictions. These predictions provide you with better insights to plan or modify existing sales and marketing strategies

Zia’s prediction analytics feature displays the data that was used as input to predict an outcome, such as the number of active predictions, prediction accuracy, the number of records involved in active predictions based on probability range, the number of records that uptrend or downtrend, and a time-based graphical representation of prediction accuracy over various periods of time and across various record owners. 

These analytics help you identify segments where the performance and quality of predictions are unsatisfactory so you can address them accordingly.

Using predicted target functionality, Zia suggests optimal targets for individual users and roles in the current forecast period, based on targets achieved and deal closure patterns from previous forecasts.

For example, if the past trend suggests that a rep usually achieves more than the set target, Zia can predict an ideal target for the rep that he is likely to achieve. As part of the predicted achievement functionality, Zia predicts how much an individual user or a team is likely to achieve in the current forecast period based on targets achieved and deal closure patterns from both previous and current forecasts. For predicted targets and achievements, Zia uses the past six months of data, requiring that the closing date of the achieved deals be across 10 different dates in order to conduct the analysis.

It also provides you with a target achievement report consisting of an individual’s target, achievement, and open deals, which indicates the rep’s progress so you can analyze how close or far they are from achieving their target. In cases where reps are unable to meet their predicted targets by the end of the forecast period, Zia uses the results to understand the gap and adjust the target values for the next continuous forecast created.

Zia detects anomalies in your workflow rules and provides relevant suggestions to enable you to identify and prevent conflicts and mistakes in them.

Zia identifies and notifies you of anomalies for the following scenarios: 

• Untouched records created in the last seven days.
• Records created in the last seven days without email follow-ups.
• Anomalies in counts of records that were touched after modifying a workflow rule.
• Anomalies in email open rates after modifying a workflow rule.
• Anomalies in top-performing template open rates for workflow rules created in the last seven days.
• The same template for the same lead/contact is sent on the same day. 
• The same lead/contact receives more than one template on the same day.

Zia’s trend analysis helps you track sales analytics without the need for regular manual monitoring. It details your sales trends, team performance, and charts out important sales metrics based on current and past data. Zia also detects and notifies you of any anomalies in these patterns so you can identify problem areas and take action at the right time, or determine what’s helping the growth of your business so you can invest in it more.

Zia identifies and analyzes customer data like purchase details, interests, requirements, and behavioral patterns in order to suggest the most relevant products and services. In formulating recommendations, the AI assistant also compares customers’ behavioral patterns to those of other customers with similar attributes.

You can create your own recommendation models according to your varying business needs and set up notifications to send recommendations to your reps. They can use these recommendations to provide your customers with the right products and services, and also improve cross-selling. Furthermore, notifications can be sent everyday or every week and refined according to custom criteria so that notifications detail only selected products, services, deals, and so on.

You can also create workflow rules based on Zia recommendations and automate actions to be performed on the records before, after, or on the day of recommendation for a product or deal that a customer is deemed likely to purchase based on past purchases.

Zia’s recommendation analytics provides you with an overview of the analytics involved in generating recommendations. The analytics include the number of active recommendations, the success rate of each recommendation, recommendation trends, and more. These analytics enable you to understand the performance and relevance of the recommendation tool and modify it as per your business requirements

Zia suggests workflow rules by analyzing recurring actions performed in your organization’s CRM account. When multiple users in your organization perform the same specific actions, Zia suggests that you create workflow rules for these actions with relevant criteria, and notifies you each time it suggests a workflow rule for your organization. You can remove or modify suggested workflows by adding or removing criteria or actions as needed.

Zia identifies the best time to contact a customer based on the customer’s actions, such as when the customer answers your calls, replies to your emails, how long they take to respond to emails, and the time of day when they most often reply or take your calls. Based on this, Zia suggests the best time to send an email or call.

Zia sets up reminders for your records based on your best time to contact suggestions, thus eliminating the need for you to set these reminders manually. Zia also sends activity reminders based on their respective best time to contact suggestions.

Zia’s image validation feature validates images in one of two ways: classification or detection. For image classification, Zia considers the entire image for validation and matches it to the pattern learned through training data. For example, Zia might prevent someone from accidentally uploading a picture of a washing machine instead of a refrigerator. You can define “desired” or “undesired” images for Zia’s validation based on acceptable and unacceptable images, respectively.

For image detection, instead of assessing the entire image, Zia matches a part of an image to the pattern learned from the training. For example, a car must have a number plate. If a number plate isn’t detected, it’s considered invalid and sent for manual approval. You can train Zia to mark an image as valid or invalid based on whether an object is detected or not detected.

Zia also calculates success rate that gives you the percentage of successful validations which helps you analyze your training data.

Свяжите пользователей CRM с записями subform напрямую, используя пользовательское поле. Кроме того, вы можете иметь поля, связанные с пользователем, такие как поле адреса электронной почты пользователя, в subforms.

Функцию слияния почты в Zoho CRM теперь можно использовать из веб-браузеров на планшетах iPad и Android для создания шаблонов и управления ими на ходу.

Интегрируйте WhatsApp Business с Zoho CRM и отвечайте на запросы клиентов непосредственно из вашей организации CRM. Кроме того, отправляйте документы и мультимедийные файлы из списка облачных хранилищ, таких как Google Drive, Sky Drive, Evernote и Dropbox.

Расширенные настройки макета Writer, дополненные новыми параметрами переплета (включая зеркальные поля), упрощают процесс разработки макетов, удобных для печати. Новая универсальная панель дизайна макета позволяет настраивать все параметры макета из одного места, не переключаясь между несколькими вкладками и меню.

Клиенты в США и Канаде теперь могут без проблем отправлять SMS-кампании. Это не только упростит процесс создания SMS, но и упростит идентификацию повторяющегося номера телефона.

Делая первый шаг к искусственному интеллекту, Zoho разрабатывают автоматизированную систему рекомендаций по продуктам, основанную на данных, собранных после анализа покупательских привычек покупателей.

В Zoho Campaigns теперь позволяет маркетологам электронной почты создавать для себя настраиваемый адрес обратного пути. Пользователи могут настроить обратный путь и согласовать его со своим доменным именем.

Параметр сценария справа налево (RTL) специально разработан для клиентов в регионе MEA. Для поддержки сценария RTL редактор шаблонов электронной почты Zoho Campaign будет иметь возможность писать справа налево.

Сейчас Zoho запускает импровизированную версию рабочих процессов, в которой пользователи могут редактировать свои живые рабочие процессы без каких-либо изменений в потоке.

Networks в Zoho Cliq - комплексная внешняя платформа для совместной работы. Измените способ работы с партнерами, поставщиками, клиентами и любыми другими заинтересованными сторонами за пределами вашей организации с помощью Cliq Networks.