We’re quite excited today to unveil Zoho CRM 2018, our smartest release ever. We are bringing to the market multiple innovations, improvements and additions to Zoho CRM. If we were to describe all of them in a single word, it would certainly be ‘smart’. Why?

At just one year old, Zia learns to speak

Zia, the AI-powered sales assistant, was born a year ago. Today, Zia learns to speak: We’re introducing Zia Voice, the first conversational assistant for sales teams. Zia can now interact with you through both voice and chat messages to perform any action inside Zoho CRM.  Want to know your schedule for the day? Just ask Zia. On the go and want to check if you have enough inventory of a particular product before your next customer visit? Just ask Zia. Want to quickly mark a deal as Closed-Won after hanging up with the customer? Just ask Zia to do it for you.

What else can you #AskZia? From questions like new leads created in the past week to monthly sales forecasts, Zia can help you do anything you can do in the CRM, all through voice or chat. Zia comes with a pre-defined set of intents for you to choose from, but you can also write your own intents to enable any sort of actions you might want Zia to help you with. You interact with Zia either through the voice interface in the Zoho CRM app in iPhone or Android, or through the chat bar in Zoho CRM in your desktop web browser.

As awesome as Zia Voice is, it is not the only thing we’re unveiling today. Zia has gotten smarter in many other ways as well.

Zia now predicts closure rates for leads and deals 

Zia intelligently analyzes your activities in a particular deal, takes into account your win history and other factors, and comes up with a prediction score for each lead or deal. This score, on a scale of 0 to 100, is also available as a dynamic filter so you can quickly focus on the deals that make the most sense for you to spend your time on.

Zia can read your email’s sentiment

Every email a customer sends to you carries some sentiment. Zia can automatically analyze the tone behind every new email you receive. Zia tells you if your customer is happy or upset based on the content of the email. You have happy customers? Acknowledge them. You find them disappointed with your product or service? Get your best sales rep on it. Got a lot of emails you need to sort through quickly? You can also use this sentiment analysis to focus on the emails that require the most immediate attention. Even better, you can also train Zia to identify particular phrases or sentiment to improve the accuracy of her predictions.

Best time to contact, workflow performance, and lead enrichment

Zia now proactively reminds you when the best time to contact a particular person approaches, so you no longer miss that window or have to check on every record. In addition, Zia helps you decide whether the changes you are making to particular workflows in your CRM are producing positive results, or if the percentage of records going through the workflow changes significantly. Finally, Zia also helps you fill in your prospects details faster by automatically retrieving contact details from public sources and letting you decide whether you want to use that contact information.

Introducing Catalyst – the hyper-customization platform for businesses

This is another piece of news that we’ve been anxiously waiting to tell you about. Enterprise businesses have their own unique needs, which typically surpass the customization (including custom fields and modules) option you have in packaged software.

We started Catalyst with the vision to allow enterprises to easily build custom applications on top of Zoho CRM. For example, some reps out on the field do not need to see all the CRM data the standard apps comes with – and the app might not match the flow in which they accomplish their daily jobs. A custom CRM app cuts through the clutter and puts the information they need to see in front of them, in the way they need to interact with it.

But, how easy is it to build that application? How do you ensure the app doesn’t break the business rules contained in your CRM? Once you build the app, how do you distribute and manage it in all the relevant devices (whether you own them or not)? And finally, if the app needs some back-end code to perform specific tasks, where do you deploy and manage that code – and how do you make sure it scales?

Those are the kinds of problems that Catalyst solves. Catalyst includes mobile and web SDKs, MDM (mobile device management)  and perhaps most importantly, serverless infrastructure that runs–and scales–your back-end code.

Catalyst is apt for the more technically-inclined. We’ll be discussing it in more detail at a future date.

Blueprint for Zoho CRM adds SLA and checklist enhancements

Blueprint already helps you build and execute your sales process in a way that both scales and is easy for reps to follow. With this new update, admins can now specify the maximum time a record should spend in a stage before it gets escalated. Now, you can also specify a checklist of items sales reps need to complete before moving a record to the next stage.

Paint your own view on Canvas

Each business has a unique way to visualize its deals or prospects. For example, for one business it might be a picture of a property, for another, the picture of an antique car, and for another it might be a picture of its most important customers. That’s why we have created Canvas, for businesses to visually build their lists with images, text, color, and much more. The Canvas designer makes it easy to drag-and-drop components onto the screen and build new custom visualizations.

A new way to visualize your business performance

With 6 pre-built dashboards and 5 intelligent components to choose from, you can redefine the way your team draws data. The pre-built dashboards help you know about your email analytics, lead insights, and overall organization overview. You can also customize your dashboard according to your business needs. Let’s introduce you to some of the dashboard components you can choose from.

Create charts without the need of reports. See KPIs that give you a complete picture of your sales essentials like current growth indices. There are funnels that help track your pipeline giving you visibility on where your prospects drop off, or that can tell you about your churn rates. You can compare the performance between any two variables like your sales metrics, or even compare peer-to-peer performance. The Target Meter helps you set targets for yourself and your team so you know where you’re headed. And finally, there are Anomalies, powered by Zia, that help you map your current trends as compared to expected results.

But wait… there’s more!

This release is incredibly big and we can’t do justice to every single thing that we’re including in it. So here are a few more items that we thought you should be aware of:

  • Portals. Make your customers, vendors, and partners part of your sales process. Create separate portals for your customers, partners, or vendors and choose what data you want them to have access to. It’s not just minimizing back-and-forth over email or self-service. When you give your external stakeholders access to Portals, you make them an integral part of your business processes, including triggering workflows and having access to the updated information.
  • Encryption At Rest (EAR). You are now able to designate up to 10 fields that will be encrypted at rest (i.e. in the database in Zoho’s servers). And just to clarify – as usual, all traffic, including fields that at not encrypted at rest, continues to be securely transmitted and encrypted between Zoho’s servers and your browser (or app).
  • Translations. Zoho CRM now supports 24 different languages. With this release, we also enable you to translate any custom fields or picklist values that you’ve created in your default language.

We hope you find something for your business in Zoho CRM 2018. We also want to ask a favor; please let us know what you think about all the features you read about on Twitter or Facebook using the hashtag #ZohoCRM2018. You can also talk to us in the comments below.

  1. Didier

    Hello, where can I handle translations for custom fields and modules ?

    • Jyothi Suresh

      Hello Didier,

      Sorry to keep you waiting.

      We’ve started opening up the Translations update to our customers in a phased manner. You should be able to view it under Setup-Customization-Translations in the next two weeks. Please let us know if there is anything else we can help with.

  2. Taryn

    Hi All

    We’re based in South Africa, also looking for Zia Voice on my mobile app. Has it been fully released as yet to all?
    If yes… any idea where she could be hiding?

    • Jyothi Suresh

      Hello Taryn, thank you for writing to us!

      We are working really hard to get the best version of Zia Voice to your mobile app. Zia Voice should be available on your mobile app in the next two weeks. Please be with us.

      • Michelle Losco

        Hi there, still not seeing this in South Africa – any news on when it will be released?

  3. Don O'Connell

    It looks like this was released over a month ago and I still don’t see Zia on my iPhone app. What’s up with the delay??

    • Jyothi Suresh

      Hello!

      We are really sorry to keep you waiting all this while. Zia Voice should be available on mobile in the next two weeks. Please stay with us!

  4. Shelly

    In giving the client access to specific things in the portal, can I also give them access to fill in data that we need?

    • Jyothi Suresh

      Hi Shelly, thank you for writing to us!

      Yes, you can. You can do this while you are setting up the portal and adding specific permissions to your client. For further assistance, please refer to our help document https://www.zoho.com/crm/help/portals/

      Let me know if there’s anything else we can help you with.

  5. Ron Seigel

    None of this is available in Zoho One yet. Why not? It’s been a MONTH since this announcement!!!!

  6. https://www.brijj.com

    Everything is very open with a really clear explanation of the challenges.
    It was really informative. Your site is very useful. Thank you
    for sharing!

    • Jyothi Suresh

      Thank you! Glad you found this helpful!

  7. Nicolas PORTA

    Hello: -) can you give me a release date of these new features, we are based in France. Thank you in advance for your future answer. With kind regards

    • Jyothi Suresh

      Hi Nicolas, thank you for writing to us. All the new features are being rolled out in a phased manner. You should be able to get access in the next two weeks. Please stay with us!

  8. Marco Morales

    With Canvas, I will be able to include images in my Quotes?

    • Yatheesh

      Hey Marco,

      Thank you for writing to us. The option to add images for all modules (Products, Quotes, Custom modules, etc.) will be available soon. We are rolling out this feature in phases, and once open, you could use the ‘Merge field’ option under Quote templates to add images to your quotes.

  9. d

    when is this being released? Also, is this going to be released to users in Zoho One?

    • Jyothi Suresh

      Yes, all the new features will be available to Zoho One users as well.

      • jeremy

        when?

  10. Steve deGuzman

    How the heck do you install and use zia

    • Jyothi Suresh

      Hi Steve, thank you for writing to us. Zia’s newest additions including Zia Voice, are being rolled out in a phased manner. We’ll get this enabled to your Enterprise edition of Zoho CRM as soon as we can. Please stay with us.

  11. Bueller Bueller

    Validation Rules, key new feature is missing. It’s very important and more for people coming from other CRMs.

    • Jyothi Suresh

      Hi Bueller, thank you for writing to us. Yes, Validation Rules is part of our Zoho CRM 2018 release. You can refer to our What’s new page as well to know a little more about them. https://www.zoho.com/crm/whats-new/

      Please write to us if you have any other questions.

  12. Darren

    Maybe it’s being released in waves but I can’t seem to figure out how to see the predictions or use the Zia voice features.

    • Jyothi Suresh

      Hello Darren. Yes, the Lead and Deal Prediction, as well as the Zia Voice updates, are being rolled out in a phased manner.

      Predictions will be on a scale of 0-100. You will be able to see lead predictions as a part of the lead’s details page and the list view. Deal predictions will be available on the deal’s details page, list view, and as a part of the Kanban view for deals. “Predictions” are also available as a filter.

      Zia Voice can be accessed through a chat bar on the web and through voice on your phone, with a call button that will connect you to Zia. You should be able to access these features in a few days. Please let me know if there’s anything else I can help with.