[Zoho CRM] Seamlessly Collaborate with Google Chat Integration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
[Zoho CRM] Unlock Enhanced Reporting Features for Powerful Data Analysis
Dear Valued Clients, We're excited to share some significant upgrades to Zoho CRM that will enhance your data analysis and reporting capabilities, empowering you to derive more actionable insights and make informed decisions. Let's dive into the details
[Zoho CRM] "Competitor Mention in Workflow" Feature
Dear Customers, Zoho is announcing a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications, empowering
[Zoho CRM] Unlock New Functionality with Formula Builder
Hello, Zoho is very excited to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
[Zoho CRM] Empower Sales Forecasting with New Model Choices
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. Why
[Zoho CRM] Enhance Your CRM Communication with Zia's Refined Email Intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in these
[Zoho CRM] Streamline Workflows with Activity Extraction, Query Suggestions, and Advanced Analytics
Dear all, Zoho is excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction Capturing
[Zoho CRM] Enhance User Interaction: Webforms as Links or QR Codes
Hello everyone! Zoho has taken a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose
[Zoho CRM] Elevate Information Presentation by using Rich Text Fields
Hello everyone, Zoho is thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more
[Zoho CRM] CPQ Rules Extended to Custom Sub-forms and Modules
Hello everyone! Zoho is elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
[Zoho CRM] Introducing Cadences Studio
Hello everyone, In the ever-evolving landscape of customer relationships, businesses face the challenge of standing out with unique and tailored engagement strategies. Gone are the days of generic communications and mass email blasts. Today's customers
[Zoho CRM] Enhanced Currency Features
Hi! We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions. This feature is especially useful for global businesses or those
[Zoho CRM] Introducing Support Access
Greetings, Zoho is pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.
[Zoho CRM] Introducing Data Model
Hello everyone! Zoho is thrilled to unveil their latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
[Zoho CRM] Restriction Options for Notes & Attachments Based on User Profiles
Dear all, We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can sometimes contain critical
[Zoho CRM] Introducing Kiosk
Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. Here's a quick overview of Kiosk: Hello! The typical CRM user is a sales rep whose time is valuable. They're
[Zoho CRM] Zia Vision in CRM Enhancements
Hello everyone! Zia intelligently validates the image fields of a record based on training images you've provided, which helps reduce the amount of time users spend manually validating images. Zoho has now made some enhancements to this feature, with
[Zoho CRM] Wizards for Inventory Module & More
Zoho is delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive
[Zoho CRM] Email Relay Now Support OAuth
Zoho is pleased to inform you that email relays in Zoho CRM now have O-auth login support. This addition will streamline the setup process for email relay and improve its security. Here is a quick look at the enhancements: O-auth login for supported email
[Zoho CRM] Setup Page Revamp in December 2023
Zoho is pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page. These updates have been made with careful consideration to improve the organization and visibility of the setup page, ultimately enhancing your overall experience
[Zoho CRM] Adds Activity Options for Workflows
Zoho is excited to announce the addition of two new dynamic actions to their workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to your operations.
[Zoho CRM] Aggregate Fields in Subforms Enhancements
Hello everyone, Zoho is excited to inform you about the latest enhancements made to their aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
[Zoho CRM] Calendar Synchronization Updates
Zoho has been focused on enhancing the Zoho CRM calendar synchronization to ensure you always remain in sync, regardless of where you schedule your meetings or events. After updating the Google and Microsoft calendars, Zoho is now introducing synchronization
[Zoho CRM] Module Data Exports Receive a MASSIVE Update
Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backups as a workaround. You also can't export data
[Zoho CRM] Zia Strategy Influencer Enhancements
Zoho is thrilled to introduce a couple of enhancements to Zia Strategy Influencer's Target Contributors and Anomaly Finder components—providing details in segments to help you prioritize your goals better. Read along to know the benefits of these enhancements!
[Zoho CRM] Actions by Zoho Flow
Hello everyone, Zoho is releasing a feature called Actions by Zoho Flow. As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've required the building of custom
[Zoho CRM] Autumn 2023 Autumn Updates for Sales Team - Part III
Performance analysis in forecasting Nothing makes sales reps happier than knowing that they're on track to achieve or even exceed their targets, because—let's be honest—while sales is tough and competitive, at the same time the sense of fulfillment one
[Zoho CRM] Autumn 2023 Updates for Sales Team - Part II
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,
[Zoho CRM] Autumn 2023 Updates for Sales Team - Part I
Enhancements to your home pages and dashboards Home pages are a vital part of your team's daily operations. A great home page carries all the important information that your team might need to get an idea of what they need to do for the day when they
[Zoho CRM] Autumn 2023 Updates for Customer
For Customers A CRM is a tool meant not only to make the lives of your team members easier, but ultimately to elevate your customers' experience with your business. With a strong focus on customer centricity, they're excited to announce that all these
[Zoho CRM] Autumn 2023 Updates for Administrator
For admins So much work goes into keeping a complex CRM deployment up and running, and Zoho want to do their best to give administrators all the tools necessary to make the management for CRM account easier. Let's see what they have for your admins this
[Zoho CRM] Sandbox Integrations with Zoho Social & Zoho Survey
Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which would make testing
[Zoho CRM] Wizard Enhancements
Zoho is thrilled to introduce some enhancements to the wizards, ensuring a smoother, more intuitive experience, focused mainly on helping you resolve errors faced while creating wizards, and some added options. First a quick recall: Wizards in Zoho CRM
[Zoho CRM] A/B Testing Enhancements
Zoho is thrilled to announce a suite of enhancements to the webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results driven. The enhancements will help the users by providing
[Zoho CRM] Canvas Now Supports Sandboxes
A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way in increasing adoption
[Zoho CRM] Email Bounce Enhancements
Zoho is excited to announce an enhancement to the email bounce management system that makes it easier to handle different types of email bounces and take necessary actions. They understand that managing bounced emails is crucial to maintaining successful
[Zoho CRM] New Keyboard Shortcuts
Zoho is pleased to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules and then click
[Zoho CRM] Adds Unsubscribe Page Customization
Zoho is excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional options
[Zoho CRM] WhatsApp Enhancement
Zoho is thrilled to share some exciting enhancements to their WhatsApp Business integration with Zoho CRM. You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilities that can
[Zoho CRM] Subform Field Limit Increase
Zoho is delighted to announce an update regarding the limits of fields in subforms on layouts. They have made adjustments to accommodate your evolving needs and provide a more adaptable user experience. The increased field limits enable you to capture
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