Zoho CRM August 2024: New Features and Enhancement Era

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. 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.

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