Recommendation
Zia Similarity Recommender
Customer reviews and recommendations are the best way to convince new customers to make purchase from you. This sales method is often successful as people prefer to make decisions on whether to make a purchase based on how reliable the product is and ...
Workflow Suggestions by Zia
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. It can be helpful to automate these activities and use the time saved on other ...
Zia's record owner suggestion in Assignment Rules
Businesses spend a lot of money, time, and effort to bring leads into the sales funnel. Despite those efforts, research shows that about 24% of U.S. companies take about 24 hours on average to make their first move toward a lead—just enough time to ...
Zia Recommendation
Recommendation tool and its benefits A recommendation tool uses artificial intelligence to identify and analyze customer data such as their purchase details, interests, requirements, and behavioral patterns to suggest the most relevant product. It ...
Zia Recommendation Analytics
Zia can analyze customer data such as purchase details, interests, and requirements to recommend similar items for other customers. It also compares the behavioral pattern of customers and identifies similar attributes, which it uses to recommend the ...
Zia - Next Best Experience
In today's business scenario, sales is no longer merely a transactional activity; customers tend to make decisions based largely on the experience they gather during their buying journey. When you facilitate a smooth buying experience, you're ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...