Zoho CRM Enhancements for 2023

11.04.23 10:04 AM By Andrew Wallace

Zoho CRM gets a plethora of new features in 2023!

Zoho CRM has just gone through another round of updates, including of 150 enhancements to help take your business to the next level.


Sales


Email communication can be both help and hindrance to the sales process but with the new threaded view of emails within Zoho CRM you are now able to see entire conversations rather than looking through emails one by one.

Zoho CRM email thread view makes it easier to understand email threads
Fields

New field types are now available to help you build a more extensive customized CRM, which include user lookup fields deal look up fields and roll up summaries.

Extensive custom fields in Zoho CRM
Forms

CRM has had a form management feature for many years but the latest updates include better analytics with the web forms that you create for example sign up forms contact forms and demo requests can now be analysed to understand their effectiveness at creating leads. Example, a complete breakdown of web form performance such as number of submissions, level of completeness, revenue from leads and more.

Zoho CRM web form analytics
Smart presentations for sales metrics

Generating reports and dashboards for management is one of the key uses of any CRM and Zoho CRM has taken it one step further. Zia, Zoho CRM's inbuilt AI app, can now automatically capture a variety of sales metrics dashboards and KPIs and insert them into a presentation that can be used to communicate current sales metrics to management and decision makers in your organisation.

Zoho CRM has built in advanced analytics functions
Determine the best next step

Sometimes it's difficult to know what to do in a sales process, for example if the sale has stalled or you have not heard back from a prospect in some time. Zoho CRM now uses it's inbuilt AI app to suggest the next best step based on historical data.

Reduce risk of losing customers

After the effort it takes to gain new customers, losing them can be painful. Zoho CRM now has an automated prediction function that allows you to reduce so-called 'customer churn'.

Zoho CRM helps you to retain customers
Highly customisable user interface

Zoho CRM's 'canvas' feature is now even more customizable than ever, allowing your users to have attractive user interface for their CRM application which allows them to get the most out of it.

Zoho CRM has a fantastic user interface
And loads more...!

Above are just a few of the enhancements recently available in Zoho CRM. There are loads more, giving you a huge suite of CRM tools that your disposal.

Zoho CRM is one of the world's leading CRM software solutions that is available as a stand alone application or as part of an entire suite of online business tools under Zoho One.

Contact us for more information and a free online demo.

Andrew Wallace