We are gathering all the features we have recently introduced to Zoho CRM customization into one tidy piece and sharing them with you as we swing into the new year. We will go through all the recent developments in sales enablement, such as the additions to Zia and the features and upgrades that better your whole sales process.
Welcome to the first significant upgrade to Zoho CRM for the new year. Let’s start it off vital.
-
Sales Facilitation
At the end of the day, a CRM is designed to support your daily tasks and improve your team’s output. Here’s a brief overview of the Zoho CRM capabilities we have implemented to help sales teams carry out their everyday tasks with high efficiency and customization.
-
Emails Threads
Because emails are still the most popular form of communication for business contacts, it’s critical to ensure that dealing with emails is nothing less than fantastic.
You no longer have to read each interaction you have with a client as a separate email since Zoho CRM now enables threaded views for your emails, which is a significant boost to your quality of life. To see the whole history of communication, open any email and extend the list of attached emails.
-
Zoho CRM Now Has Transactional SMS Capabilities
Keeping in touch with your clients on time has always been essential to building lasting connections. You can make sure that your company is always accessible across the platform that your customers actively utilize, thanks to the omnichannel communication system provided by Zoho CRM.
- Utilize Notification SMS to keep in contact with your clients and add another communication layer by sending them crucial transactional SMS messages directly from Zoho CRM.
- Personalized Message Templates: Create a personal connection with your clients by including contextual data in your SMS messages using merge fields.
- Automated SMS messages: Workflows, Blueprints, and CommandCenter trips may all be used to trigger important SMS messages.
- Uninterrupted communication: Establish a minimum credit balance and use the auto-recharge feature to ensure your company is always prepared to send critical SMS messages.
Note: This function is only presently accessible in India and is only being made available gradually. Please stay tuned for future updates as we endeavor to expand the number of countries in which this service is accessible.
-
Field Rolls-Up Summaries
Summaries of essential data at their fingertips may greatly assist when prioritizing their interactions and streamlining their procedures when sales representatives deal with their prospects or account managers work with significant clients. Your team can easily access information like the total number of outstanding actions for a lead, the date that the next activity is due, and account-level specifics like total revenue earned, deals in the pipeline, lost sales, and more with the help of roll-up summaries.
-
Support for User Lookup Fields in Subforms
Subforums are a valuable tool for capturing many kinds of data about CRM records as line items in a form.
Subforms supported a wide variety of frequently used fields when they were first released in order to meet the demands of the many organizations utilizing Zoho CRM. We’re extending these functionalities by adding user lookup fields to our platform. Now, you can use lookup fields like user email IDs or any other data from the user detail page to relate people in subforms.
-
Email Templates That Support Subforms
Subforms provide you with a lot of flexibility when it comes to linking information in Zoho CRM. Now that your email templates are adaptable, you can easily share essential information with consumers.
Any of your subforms may now be included in email templates as tables, and you can edit the subforms’ rows and columns just like any other tables in Zoho CRM.
-
Invoices’ Deal Lookup Fields
Every sales process needs invoices, which are often the last step signaling a deal’s successful conclusion after your team has worked hard on it. You may link your invoices to specific accounts or contacts using particular lookup fields to ensure everything is connected. But it wasn’t feasible to link invoices and transactions together directly.
We are thrilled to announce that Zoho CRM invoices now natively support deal lookup fields, saving you the time and effort of having to first create a custom lookup field before connecting your invoices to specific deals. You may easily link certain invoices to particular transactions and keep this link when you turn a quotation into an invoice.
-
Improved Translation Support
Today, international teams join businesses as they expand, and globalization is the name of the game. You may be sure that some of your global staff will find using the software for your company in their native tongues more convenient and productive.
Zoho CRM has added the translations tool, which allows you to export the labels used for your fields and picklist field values to be translated and then import the translated values back into Zoho CRM to make our product more inclusive and accessible for international teams.
With the most recent updates, in addition to field labels and picklist field values, you can now translate the following values in Zoho CRM:
- Names of modules
- Label subforms
- Similar list labels
This makes it possible for your foreign staff to use Zoho CRM in the language of their choice, which improves adoption and productivity in addition to the advantages Zoho CRM currently offers your company.
-
Global Picklist Values Facilitate Data Capture Across Modules.
Picklists are an excellent method to get the specific information your business needs to interact with clients and complete sales more successfully. However, if you wanted to reuse the same picklist values across many modules, Zoho CRM previously required that you manually generate them each time. This was time-consuming, and your reports would often be affected if the picklist values weren’t recreated precisely.
Your admin may now provide a global set of picklist values that can be applied to any picklist in any module by using global settings. This makes it simple for many teams to collaborate using the same values while ensuring that the picklist values are consistent across your Zoho CRM account.
I appreciate you listening!
Many of these capabilities can improve how your company operates and uses Zoho CRM. To further tailor Zoho CRM to meet the demands of your company, we welcome your opinions and input on each feature that has been covered here. Please feel free to share your views in the space below.
Conclusion
That concludes our major announcement to kick off the year. Our product team is developing more thrilling and potent features, and we want to unveil them to the public soon. A new year often brings uncertainty, but it also offers many opportunities. We’re eager to see what the next year brings for Zoho CRM, and we hope you’ll stick with us on the road while keeping an eye and ear out for more fascinating developments.