Take a smart step ahead

Zoho CRM | April 24, 2017 | 2 min read

Zoho CRM makes it easy for customers to reach out across multiple channels, track the customer experience and get a single view of the customer. However, as the size of our customer’s businesses grow, it becomes difficult to reach their own prospects despite having more channels, processes and more SalesSignals; only super-human intelligence can deal with that. There’s only so much we as humans can do.

That’s why we are giving our customers their own assistant with the super-human intelligence that can save your sales. Meet Zia, the artificial intelligence-powered sales assistant.
A good assistant anticipates your needs before you know what they are and has your best interests in mind. That’s Zia.

Zia knows how your business works and wants you to make more sales. By learning how each salesperson uses their account, the data they enter and the activities they perform every day, Zia provides performance-based interpretations, solutions, and predictions. Any assistant can look at your records at the end of the month and tell you where you stand, but an AI can do this even before the month begins. Zia has begun her duties of an assistant fairly recent and like anyone else, she’ll keep improving as the job wears on.

What can Zia do?

Zia can see the future – in the form of intuitive reports and dashboards. Her analytics (like the activities involved with following up sales) give an in-depth view of the activities that go into making a sale, and how each activity affects your sales and your future growth. Based on this data, she forms a timeline of how you’re performing compared to how you’re expected to perform. And that information lets Zia point out any anomalies.

Zia knows when something goes wrong – or right. She informs you when something doesn’t go as it should— such as a drop in the number of leads created, contrary to your lead creation trend. Because Zia learns how your business works, seasonal variations (like no activities on weekends) are taken into consideration to give you accurate results. So the next time you’re wondering why sales are low, check your trend dashboards for red dots.

Zia knows how busy you are and how valuable your time is – She hates seeing you waste your time with multiple calls and emails that go unanswered. Judging from your SalesSignals and customer response success, Zia instead provides 3 different time slots to contact each customer (calls and emails), reducing the time it takes to follow up. Zia also provides macro suggestions of tasks that each user repeats the most, so that the process can be automated. This makes it easier to do everyday tasks like changing the status of a contacted lead. She even lets you copy a fellow teammate’s macros.

Zia communicates with you – through alerts and tips. Zia tracks your CRM usage, and alerts you when an activity has affected your business. When she realizes the way you’re performing isn’t optimum, she brings it to your attention. And when she thinks you can do something better, she gives you a little tip.

She can’t tell you about the weather—you already have plenty of other assistants that can do that—but she can tell you whether you’re going to meet your target. Zia may just change the way you sell.



Zia is available for the Enterprise edition of Zoho CRM.

  1. Joseph Wieske

    What is ZIA all about. We sre currently using ZOHO crm

    • Dolly Draze

      Hey there. Zia is our AI-powered sales assistant. She provides sales insights and recommendations to improve your sales process. You can see all the ways she can help on this link: https://www.zoho.com/crm/sales-assistant.html

    • Dolly Draze

      Zia is available for the Enterprise version of Zoho CRM. Feel free to reach out if you have followup questions or would like a free trial 🙂 dolly.draze@zohocorp.com

  2. Aaron Walker

    I read this article. I think You put a lot of effort to create this article. I appreciate your work.

    • Dolly Draze

      Thank you 🙂 Appreciate your appreciation!

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  6. Jhon Reacher

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      Thank you so much 😀 I think so too ?

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  9. Lydia M

    The “Best time to contact” section does not appear where the description said it should. Is there a tutorial that I can access that can offer different instructions?

    • Dolly Draze

      This should help with Zia and the other new features but if you want additional help, do write to CRM support – support@zohocrm.com


    can you arrange a demo for me please?

    • Dolly Draze

      Hi Dominick! You can schedule a demo according to your availability here.

  11. Mohamed Ali

    I have the enterprise edition but I don’t see any notifications from Zia or where to go to access Zia reports etc. Can you please provide more details?

  12. Meghana

    Sounds interesting !!! do yoou have any video for the same so it will be easy for me to try as I use CRM very effectively

    • Dolly Draze

      Hope this helps 🙂 Its a webinar of how to use Zia and the other new features we have 🙂 Let me know if you need additional help !

      • Gordon B McDermott

        The link goes to a ” page not found” ??
        Is there a different link?

        • Dolly Draze

          Sorry try now 🙂

  13. Vicki Mayo

    I have the enterprise edition but I don’t see any notifications from Zia or where to go to access Zia reports etc. Can you please provide more details?

    • Dolly Draze

      Hope this helps 🙂 Its a webinar of how to use Zia and the other new features we have 🙂 it shows you where Zia shows up and what it can do or be used to do!

  14. Sanjay Kaul

    how do i activate it?

    • Dolly Draze

      If you have an Enterprise edition, you should already have Zia 😀 No further activation is needed 🙂 You can write in to our support – support@zohocrm.com if you’re interested in trying an Enterprise trial 🙂

  15. Sanjay Kaul

    i like it

    • Dolly Draze

      We’re so glad you do 😀

  16. John Hunidzarira

    Is it at all possible to interact with Zia and sort of see the trends you wanna pick up on? Currently I can only see information relating to new leads creation.

    • Dolly Draze

      You can’t interact per say by communicating with her 🙁 Zia just does her own thing and you have the option to listen to her advice or not 🙂
      From your CRM software, go to the your dashboards -> sales trend/sales follow-up trends. These two dashboards are made by Zia and shows you your trends for other activities and also anomalies (if any)

  17. Harry Jassal

    How can we use it ? We already use Zoho CRM…

    • Dolly Draze

      Zia comes with the Enterprise edition of Zoho CRM 🙂 If you want an Enterprise trial to see how Zia works let us know 🙂

  18. Judy Peters

    Is there an extra cost for this?

    • Dolly Draze

      No extra cost! Although you need an Enterprise edition of Zoho CRM 🙂

  19. fazil Ahmed

    How do I activate Zia

    • Dolly Draze

      Zia gets automatically activated with the Enterprise edition of Zoho CRM 🙂

  20. john

    what is required to set up Zia? or to optimize it?

    • Dolly Draze

      Zia is a feature of the Enterprise edition 🙂 so an Enterprise edition is all you need to start using your very on AI

    • Dolly Draze

      Thanks Dave 🙂 Glad you enjoyed it!