Keeping Track of Records If you’re like us, you have thousands of contacts in your CRM, and not enough time or resources to keep track of all of them. Zoho’s new CRM update provides new filter tools – Touched Records, Untouched Records, Record Action, and...
Using Zoho’s Email Parser for Automated Data Entry In their latest update, Zoho came out with an Email Parser in order to automate adding a record’s information into Zoho CRM. The email parser has the ability to add a new record to any module within your CRM....
Monitoring Workflow Email Rates in Zoho Zoho CRM allows for Workflow creation, in which automated actions are taken based off of conditions of a record. These can include an email, task, or alert. For sending out automated emails, there has never been a way to track...
Zoho CRM Makes Data Easier to View and Change When it comes to your CRM, being able to see exactly what information you need at a glance is important. Views can often become cluttered with too much information, or not provide enough identifying details to know what...
Zia Voice, Zoho’s Conversational AI In Zoho’s latest update, they deployed Zia, the virtual assistant. Now, with the latest set of new features, Zia will be able to interact through voice and chat. The conversational AI for Zoho CRM is now able to add, change,...
Using Zoho Scores to Create Workflow Rules Zoho has now released the ability to create workflow rules based off of record scores. You can now choose certain actions to be performed when a record’s score increases, decreases or is updated. What does this mean for you?...
