Zoho CRM & YouGo Further
Together
Here's what's new in Zoho CRM!
Sales
enablement
Get the whole picture when reading customer emails
Emails often contain the complete essence of a business' relationship with its customers, but that's impossible to see if you're only looking at individual emails. Instead of checking emails one by one, you can now see the bigger picture of a customer relationship by viewing all email communication at once via the threaded view.
New fields that help you build a holistic sales process
Modern sales processes are evolving, and to keep up, your CRM needs to evolve, too. We've added a host of new fields you can use to connect records, persistently contextualize your sales process, and view summaries of key records with ease.
- User lookup in Subforms
- Deal lookup in Invoices
- Rollup summaries
Bring a personal touch to your portals
Portals are a great way to work with customers and address their needs directly. Your customers have a direct gateway to their personal information and purchases, and can even make new purchases directly. You can now add another layer of personalization by completely customizing the portal invitation template and ensure that customers have uninterrupted access to your portal—even when they change their email IDs.
Analytics
& performance
management
Learn from your history with archived forecasts
Looking back at your forecasts can yield a lot of valuable insights: what your targets were, how much you've achieved, who your top performing sales reps were, which ones needed the most help, and more. To ensure that you always have access to these insights, you can now archive up to five years' worth of forecasting data in Zoho CRM.
Optimize lead generation with deeper analytics
Signup forms, contact forms, and demo requests are some of the most common webforms across your website, and it's important to measure their effectiveness when it comes to generating leads. To do so, you can now utilize URL-based analytics for webforms to get complete breakdown of webform performance, like number of submissions, level of completeness, revenue from leads, and more—all divided up according to each individual URL hosting each form.
Predictive
intelligence
Smart presentations for your sales metrics
Need a compilation of important business metrics to show your managers? You can now help ensure data-driven decision making by letting Zia automatically capture and compile metrics, dashboards, and KPIs relevant to your business into a presentation, which you can then showcase to peers, leaders, and decision makers in your organization.
Determine the right experience to deliver
When you're unsure of what step to take next to delight your customers, let Zia take the lead. By analyzing historical deal information, Zia can suggest the next best action to take in order to maximize the chances of pushing a deal to the next stage of the pipeline, as well as the best channel to use to elevate your overall customer experience.
Know when your customers are at risk of churning
Losing customers hurts, but losing customers you could easily have retained hurts even more. Wouldn't it be great if you could actually predict when customers are at risk of leaving your business? Now you can with Zoho CRM's churn prediction, which scores every customer according to their likeliness to churn, and thereby enabling you to plan necessary corrective actions and reach out to at-risk customers.
Schedule the questions you routinely ask Zia
Zia is full of answers and insights when it comes to your business-related questions, but it can be a hassle to type out the same question every day or week. Get the information you frequently need sent to you automatically by scheduling routine messages to Zia.
Sales
operations
A growing sandbox for getting the perfect CRM setup
A sandbox is a great way for any mid-to-large enterprise to test out extensive changes you plan on making before pushing them live. Zoho CRM's updated sandbox now supports advanced functionalities like client scripts, static resources, trusted domains, wizards, and map dependency functionalities, so you can test changes thoroughly before deploying them.
Preserve the essence of your records with record locking
At certain points in your business process, a record has done its job: a won deal or a signed invoice, for example. You can now manually lock records or set criteria to lock records for specific profiles automatically, allowing you access to relevant information, while at the same time ensuring that no changes are made to these CRM records.
Spring cleaning your CRM made easy
Tired of having unused views, redundant reports, or bloated workflows cluttering up your CRM? What about having to navigate the entirety of your CRM to find and delete them? With the new Admin Tools feature, you now have a centralized space where you can review and, if necessary, delete obsolete templates, custom views, workflow rules, and reports.
User
experience
An ever-expanding palette for your Canvas
Canvas has been revolutionary when it comes to elevating the user experience and giving businesses the freedom to make Zoho CRM truly their own. We're constantly adding enhancements that add another dimension of control and customization over Zoho CRM. If you really like a component you've designed or a style that you've come up with, our new updates enable you to save these styles and components and reuse them freely across other Canvas views—even in different modules.
You're meant for great things—like Zoho CRM.
Together, the sky is the limit. Try the new features and enhancements now, to go further and reach new heights.