6 All-New Zoho CRM Features That You Should Know About

02.11.21 04:07 PM - By Kim

Zoho as a leading software provider, has always been well-renowned for their constant technological innovations to their new apps and improvements to their existing apps with frequent feature releases across their entire software suite. 2021 has been no exception.

Their latest releases come with multiple innovative ways to further examine your customer data, uncover even more interesting trends and more ways to evaluate team and individual performance, to name but a few.

Zoho CRM empowers a global network of over 150,000 businesses in over 180 countries. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals

Here we showcase our favourite 6 just-launched Zoho CRM features:

Subscribe to CRM editions from the mobile ''in app purchases feature''

With the Zoho CRM mobile app, you can oversee your sales on the move.

Whether you're a sales rep making calls, a sales manager monitoring the sales pipeline, or a business owner nurturing your business, approach your workday efficiently with a state-of-the-art mobile CRM system.

Your mobile CRM app not only covers your CRM software requirements on the go but also helps boost mobile sales productivity with features like search, call, email, check-in, near-me, and notifications. With a highly fluid, interactive interface, offline access, and the ability to sync data across all your devices automatically, Zoho's mobile CRM is perfect for field sales.

You can now upgrade to the Standard, Professional and Enterprise editions from the app settings from your iOS mobile device. You can do so by following the steps demonstrated in the image below.

1. Go to your Zoho CRM app

2. Navigate to settings

3. Tap ''Upgrade''

Introducing Prediction Analytics from Zia

Zia can understand business metrics, analyse it and predict the possible outcome that can help in decision-making and preparing ones business for the future. To substantiate the prediction results, Zia shows the analytics that were taken into consideration to predict an outcome.

With Zoho's new prediction analytics feature from Zia, you can now understand the analytics that Zia took into consideration to predict an outcome and make informed decisions to change the Prediction configuration to achieve more accurate outcomes.

With Zia’s predictions, you never have to guess. Zia scores and sorts your records into different focus groups, so you know how to treat every record. Zia scores your records as a percentage, calculated using win-behavior, the related sales activities, the responsiveness of the lead or prospect, and the time invested. As these scores change, you also understand which sales activity has an impact on your prediction score.

Compare KPIs or targets in Zoho Motivator

Motivator for Zoho CRM inspires healthy, competitive sales by capturing the data from your CRM account to create a competitive environment for your sales team using sales activities. Motivate your team's sales performance via competition and gamification.

Evaluate team, individual, company or time-specific performance to know whether there is an increase or decrease in KPI performance or target parameters.

For example, the increase or decrease in trend can be viewed by comparing the previous month's or last day's data with that of the current month and present day respectively. Likewise, comparison can be drawn between the current and previous month's performance for a particular field.

Introducing Zone Analysis - a new Dashboard component

Zoho CRM has also introduced a new dashboard component called "Zone Analysis" to provide more detailed analytical insights of business data. Zone analysis distributes data into different zones which are created by taking the parameters in the X and Y axes into consideration. It makes understanding of data easier and make informed decisions.

Use Zone Analysis to understand the business data that requires more attention and those that are doing well with the help of comparative analysis between two parameters.

Zoho CRM offers many analytic tools that help users decode business data into simpler graphical forms that are easy to understand and can be shared with peers across the organisation. One of these tools is Zones, where data points are plotted on a graphical area to represent the most optimal to least optimal conditions in the form of zones.

In Zone Analysis, the darkest zone represents the best or the most optimal data point and the lightest zone indicates the least optimal data point.

Transform your CRM user experience using Canvas

Canvas is a no-code, drag-and-drop design studio built into Zoho CRM where you can create contextual, immersive experiences for your entire team.

Now you can redesign your CRM record detail page with this easy-to-use, drag-and-drop design studio that compliments your business, industry, culture and methods.

The Canvas detail page allows you customise the record detail page to your preference by letting you add background colour to each field, arrange them in a different order, use custom buttons instead of field names, use different font styles and a lot more. This view is available in all the modules, including the custom modules.

New metrics and charts in Webform Analytics

Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish their own web forms.

Web forms are supported for Leads, Contacts, Cases and any other Custom CRM Modules that you have in your account.

Most of the time, organisations host multiple webpages that help them focus on a wider audience and generate more leads. It is also important to analyse the performance of each web form to understand if they are serving the desired purpose.

Web form analytics help you analyse the performance of the web forms by identifying how well the visitors interact with your web forms and what causes them to drop off.

The new metrics include:

The individual form analytics will display abandon rate in submissions and average time spent.
In the field-based analysis, metrics like: Time spent on fields, field correction rate, field drop rate and field filled order will be available.
Submission based on the device source will also be available

And there there you have it. DSL Telecom's top 6 Zoho CRM enhancements for 2021 so far. If you want to learn more about Zoho CRM and what it can do for your business, get in touch with one of our Zoho Specialists today and book your free Zoho CRM Software Demo.

Book Your Free Zoho CRM Demo