Zoho CRM August 2024: New Features and Enhancements Era
Almost everyone is already aware of the frequent improvements and updates of Zoho CRM as one of the effective customer management applications available in the market today. This includes the latest update which is set to be released in the market in August 2024. This update presents more new features meant to improve the user interface and usability, increase the performance capacity, and ease the work of CRM as never done before. Enhance customer relationship management experience with everything from a stylish new design to insightful artificial intelligence systems. Changes in all these aspects are meant to give a customer centric and effective management of the customer relationships.
In this blog, we shall consider a description of particular enhancements in the system in details, especially Zia notifications and field prediction, integration of the platform with Zoho Show, improved appointment management that has been incorporated in the system, as well as changes to the pricing strategy of CRM portals.
1. A New UI for a Modern CRM Experience
It is worth noting that the most distinctive aspect of this update is a new interface. Zoho CRM has always been easy to use, but the new UI improves it greatly with a much better and clearer orientation. The modern look reduces the effort required to navigate and find features and data.
Further, the new approach also features new icons, neater menu designs and improved customization. Such enhancements allow users to better customize the arrangement of their dashboards which in turn enhances efficiency.
2. Zia Notification & Field Prediction
AI assistant Zia for Zoho CRM received additional capabilities with the latest August release. Zia Notifications & Field Predictions allows the users to keep engaged with their most important activities.
Zia Notifications: Zia is capable of now sending notifications to users in regards to any relevant activity performed by a customer, tasks assigned which are overdue, follow-ups which have been missed and more. This system makes it impossible for sales persons to lose sight of key activities in the sales process and keeps them updated at all times of the particular sales stage they are at.
The aspect of Zia's capabilities which makes use of Predictive Analytics: Using artificial intelligence, Zia is programmed to ascertain certain data referents using the past information and trends available. For instance, while working on the lead data, Zia will provide a percentage probability on deal closure according to the historical occurrences. This capability enhances the efficiency of work processes and directs the concentration of teams on upper funnel leads.
3. Design presentation slides using Zoho Show without the need to leave the CRM system
With Zoho Show incorporated in CRM, users can create and design a slide show without even leaving the CRM application. If you have a sales presentation or customer briefing to prepare, you can now directly import data from Zoho CRM into the Zoho Show and build fantastic presentations.
Thanks to this integration, sales teams can manage their time efficiently without spending it filling in their presentations manually. Changes to presentations can be made instantly such that only current and relevant information is displayed.
4. Utilize a Most Recent Appointment Scheduling Tool to Manage Appointments
There is a big improvement in setting up appointments with leads, clients, or even prospects. The latest appointment management tool from Zoho CRM makes the whole meetings scheduling fast and easy.
Now you can:
-Schedule meetings with just one click.
-Invite people and get confirmation straight in the CRM.
-Add appointments to your calendar and share the meeting links link easily.
This feature guarantees that all the information for communication be it exchange of ideas with internal teams or with clients is available and met for all parties involved as required and on time.
5. Amended Costs for CRM Portals
With much usability feedback from the users, Zoho CRM has changed the cost aspects of the CRM portals. With the new pricing plan, there is more freedom, enabling organizations irrespective of their sizes to pick a portal plan regardless of the portal pricing.
The CRM portals from Zoho allow organizations to reach out and have external stakeholders such as customers, vendors, and partners to help with the CRM systems. The new pricing structure allows for convenient distribution of portals to business owners who wish to manage a growing number of clients without the risk of going broke.
6. Additional Enhancements
Besides the main updates, there are a number of minor, yet enhancements that grade in their importance, that have also been introduced:
- Better Workflow Automation: The automation of workflows in Zoho CRM facilitates several complex triggers, actions, and conditions, making it easier for users to automate complicated business processes.
- Advanced Email Insights: The module, which analyses and report retails data on the efficiency of sales emails has been enhanced to enable operational analysis for an in-depth measure of the sales activities.
- Custom Functions in Zoho Creator: Now they can call Zoho Creator custom functions in Zoho CRM that help to do some work automatically instead of doing it manually over and over again with the different functions active in different business areas.
Conclusion
In the august 2024 version of the Zoho CRM, it can be seen that Zoho wants to continue keeping the users engaged with all the features working together as one system. The artificial intelligence, which is called Zia in this case, comes with great insights and numerous other applications – Zoho Show makes presentation creation easier while appointment scheduling has gotten better – all these and more are combined as an update to increase productivity and add more benefits.
As there is continuous development in the CRM tool, organizations who take advantage of the upgrades will definitely win the race in managing customer relations effectively.
