Zoho has unveiled Zia, the new Zoho CRM intelligent sales assistant, powered by AI, that detects anomalies, suggests workflows and macros, and advises salespeople the best time to contact a prospect.
Zoho also launched Blueprint, a Zoho CRM tool for building and implementing business processes. In addition, the company has included a host of new features in its award-winning customer relationship management software, Zoho CRM, such as scoring rules and the SalesSignals platform, to help boost sales productivity.
"Salespeople put work into their CRM. But does the CRM work in return to make it easy for salespeople?" asked Raju Vegesna, chief evangelist of Zoho. "Debuting with Zoho CRM, Zia, Zoho's intelligent assistant, is designed to do exactly that. Zia will contextually suggest ways to automate flows and detect anomalies, based on the sales rep's CRM usage patterns. Soon Zia will expand her skills to other Zoho apps."
"Intelligent technologies will play a critical role as businesses explore new techniques and tools for acquiring and transforming raw data into meaningful and useful information for sales analysis purposes," said Sheryl Kingstone, research director of customer experience and commerce at The 451 Group. "Since the universe of what is 'knowable' is expanding, new machine-learning technologies can help users to see further and deeper to improve business decision-making. Users are no longer limited to what they discover themselves."
Sell Smarter with Artificial Intelligence
Anomaly detection: Zia analyses the CRM usage of salespeople to identify sales patterns and predict where an anomaly may occur. This feature lets salespeople know when they're doing well, and when they're not.
Macro/Workflow suggestions: Salespeople can automate tasks that they manually do every day by creating macros and workflows. Now, Zia notices the repetitive tasks for them and suggests macros and workflows, which they can create in a click.
Best time to call: Zia studies CRM data and customer interactions to let salespeople know the best time to contact a prospect. This feature saves them time and increases their chances of closing deals.
SalesSignals Platform: Signals keep salespeople informed in real-time about customer actions at various touchpoints like social media, satisfaction surveys, and support tickets, helping them act in time and make speedy sales. What's better? Signals can now be obtained from third-party applications. With this launch, SalesSignals platform will support ten out-of-the-box integrations - SurveyMonkey, Eventbrite, SMS Magic, DocuSign, and others. The platform can be extended to receive signals from any third-party application making CRM the central hub to capture all customer activity.
Scoring Rules: Salespeople can now configure rules for assigning scores to leads through various parameters. The CRM then prioritises the leads based on their scores. This feature enables salespeople to focus on the most important lead first, and make faster conversions. This is ideal for businesses working with a large number of leads.
Sell Better with Blueprint
Blueprint: For larger organisations, making everyone follow the same sales process without constant monitoring is where the biggest challenge lies. Blueprint in Zoho CRM helps build and execute sales processes from within CRM. This ensures compliance from the entire team, making the process both systematic and repeatable.
Zoho PhoneBridge Platform
Zoho has also released its Zoho PhoneBridge Platform, where cloud PBX and call center management solutions can build telephony integrations for Zoho applications. Zoho has partnered with 15 telephony vendors to provide its users with integrations that offer powerful call management features, including single-click dialing and automatic call logging.
"With Zoho CRM, the focus has been on a salesperson's productivity. From Zia to Blueprint to SalesSignals to telephony platforms, each feature is designed to make salespeople more productive," continued Vegesna. "As our CRM platform deepens, we are increasingly seeing large deployments."