Artificial intelligence: An existential influence
In the last few months, we've seen countless discussions and polarizing views on AI. Views on the subject range from the possibility that AI will revolutionize our lives to the possibility that it will reduce—or completely diminish—the economic value of humans.
AI's influence in the workplace has triggered concerns all over the world. Some of these concerns may be valid, but here at Zoho, we believe that any disruptive technology that replaces certain roles also creates new opportunities. Rather than viewing AI as a replacement, adapting to it by learning and leveraging its capabilities can go a long way in improving business productivity and yield.
Zoho CRM connects AI capabilities with the human workforce to achieve top-notch business outcomes.
The emergence of generative AI
AI is a vast space, offering solutions for a wide range of real-world problems. Among these, generative AI has now taken center stage, courtesy of OpenAI.
Generative AI is the automatic generation of various types of content—such as text, images, video, audio, and so on—using AI. Content is generated based on input provided by users, and AI can enhance business productivity by significantly reducing one's workload without compromising on the desired outcome.
OpenAI's generative AI capabilities can compose emails, fetch customer data, frame customer responses, review existing content, and much more.
AI-powered business management with Zoho CRM
Zoho CRM helps you manage customer data and sales processes efficiently. Additionally, you can also handle other aspects of your business using various CRM features and integrations, such as support, marketing, and much more.
Using Zia, Zoho's AI assistant, you can automate predictable and repetitive tasks, provide sales predictions and recommendations, manage business data, analyze business performance, optimize email activities, and more.
To make your work even easier, Zia has teamed up with OpenAI to boost its generative AI capabilities and facilitate highly efficient business communications.
Smart Prompt for Zoho CRM
Smart Prompt incorporates the power of OpenAI's generative AI into Zia's AI capabilities to enhance your communications with leads and customers.
The integration recommends prompts to users and assists them in generating relevant and high-quality content, perform various content-based actions on existing content, and gather additional information as required. Below are some of the key highlights of the integration:
Compose emails faster
Auto-generate an email from scratch rather than having to draft one manually. This saves you a significant amount of time in drafting an email and also reduces unintended manual errors.
Revamp emails with ease
If you already have an email drafted, you can use Zia's suggested prompts to rephrase content, check grammar, adjust the length and writing style of the content, and more. Apart from suggested prompts, you can also apply your own custom prompts per your requirements.
Devise effective email templates
Similar to composing an email, you can also auto-generate content from scratch or modify existing content in email templates. This saves you the time and effort you'd otherwise spend on coming up with a suitable structure and content for a template.
For existing templates, you can leverage Zia's suggested prompts or build custom prompts to enhance them. As of now, this integration can be applied to text.
Handle customer information efficiently
Zoho CRM's OpenAI integration enables you to refine individual notes in a record. You can summarize a note, rewrite it with a professional tone, formulate it as a set of data points, and so on—enabling you to present relevant data in a form that makes it easy to refer to.
Apart from notes, it's also possible to gather important information from across the web to understand and serve customers more effectively.
Smart Prompt essentials
In order to utilize Smart Prompt, you need to satisfy the following requirements:
You need to have an OpenAI account and enable the integration by using your account's API key in Zoho CRM.
You have to be an admin to enable/disable the integration.
Notes:
Admins can restrict profile permissions and disable certain users from accessing this integration.
The integration is available for accounts with Enterprise or above subscription plans.
English is the only language supported for now.
Smart Prompt is available only in the US DC for now.
It's vital that the content of your interactions reflect the right tone and contain details that align with your customers' needs. OpenAI's integration with Zia in Zoho CRM enables you to have meaningful interactions with customers so you can establish your brand and earn their trust.
To learn more about the integration, you can refer to this help documentation. You can also refer to this FAQ for answers to some common questions.
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