Exciting updates to Mail Merge
Mail Merge offers a great way to customize, personalize, and share documents with your customers by integrating with Zoho Writer. By utilizing merge fields, you can combine data from your CRM with pre-existing templates, eliminating the need to create a new template for each document. This enables you to create personalized quotes, terms and conditions, contracts, agreements, and more.
Here's a quick rundown of the enhancements we have for you in Mail Merge:
Inventory modules support - You can now use Mail Merge capabilities to create merge templates in the Quotes, Sales Orders, Purchase Orders, and Invoices modules as well.
Zia is everywhere
You've probably been hearing a lot of "AI this, AI that" for a while now. AI is everywhere. Let's see what the AI department has introduced:
Recommendations for existing records - Once the recommendations are up and running, they'll now appear for existing records as well, in addition to any records added after the recommendation was set up.
Context for next best experiences - Based on your historical interactions, Zia will intelligently suggest the next best action to take, along with the context as to why you should take the suggested action.
Suggestions in webform A/B testing - Webform testing in Zoho CRM gets a dose of AI with A/B testing suggestions for low-performing webforms, as well as variant suggestions, dynamic traffic allocation suggestions, test duration extension suggestions, confidence scoring, and more.
Workflows for notes
Automation boosts efficiency. You can focus on your customers as Zoho CRM updates records, sends emails, and schedules follow-ups. Workflows control when the system starts these automations.
Now you can set up workflows that automate tasks based on your record notes in Zoho. You may automate note addition, editing, deletion, title, and content to make your salespeople's lives easier.
Mentioning demos in your notes can automatically set up meetings, tell your manager of client discount requests, and more. Zoho is excited to see how you use this tool in your business.
Zoho CRM's Strategy Influencer feature consists of various analytics regarding your organization's overall trends and patterns, offering insights such as predicted targets, anomalies, reasons for missed targets, and solutions to achieve targets. Using these insights, you can understand your overall business performance and devise optimal strategies to enhance it.