5 exciting Zoho CRM feature improvements that will help you build even better everlasting customer relationships
1. Zoho CRM Analytics App
2. Zia Workflow & Advancements
3. Sandbox Supported in Zoho's CRM Trial Edition
4. Sales Pipeline Functionality
5. Custom Signals
#1 Zoho CRM Analytics App
When you're on the move, away from your computer, you may not have access to your CRM that you use to manage and monitor your your business's day-to day-activities. That's where this advancement is a game changer.
Zoho CRM Analytics helps you make smarter business decisions with easier accessibility. Zoho CRM's advanced analytics help you monitor every aspect of your sales cycle and allows you to take a quick glance at various important metrics for your business. All of these business activities and insights can now be viewed from your mobile phone.
#2 Zia Workflow & Advancements
Many regular activities like sending emails to customers or stakeholders, allocating tasks to team members, or updating details often take up more time than you expect. Zia can help you identify repetitive manual activities and suggest a well-executed workflow to automate the process.
Zia advancements include:
- Zia for emails
- Zia recommendations
- Zia vision
- Zia prediction builder
#3 Sandbox Supported In Zoho's CRM Trial Edition
Sandbox is a revolutionary environment where you can test your Zoho CRM settings before you take it to your production set up. This way, you'll feel more at ease about the changes to your settings, as you can now test them, identify issues and fix them before you take them to your actual working set up. Sandbox is now available on Zoho's CRM trial edition which allows your sales team to focus on their leads while your administrative team builds your system in the back end, without affecting the live environment or productivity.
#4 Sales Pipeline Functionality
- Getting a better understanding of the sales process.
- A more efficient sales strategy.
- A better understanding of the position of each lead in the sales funnel.
- Less time spent on closing deals.
- Visualising and tracking the progress of a deal through each stage.
- Taking necessary actions based on the stage in the buying cycle.
- Monitoring how long a particular deal has stayed in a stage and take action to prevent stagnancy.