Sales forecasting done smarter with AI

You invest so much time and effort into winning over a lead or a deal, with no clear indication of whether it's worth it. After several interactions, you might get a sense for it, but as new leads pour in, it's hard to keep track of which conversations will pay off. But with Zia's sales forecasting, this will never be a problem again. Zia can assign a score to every lead and deal on the table, using predictive AI to determine whether or not the deal will go through.

CRM Software benefits | Zoho CRM

How Zia helps in forecasting

  • Identify the status of every deal
  • Focus on closing the most probable leads
  • Disqualify bad leads and free up the pipeline
  • Measure how your sales strategies fare
  • Assign talents based on the prediction score

Zia knows what's closing

There’s no surefire way to know the exact outcome of a sale—that’s why Zia learned sales forecasting. Zia makes a comprehensive study of your sales data to decode the patterns behind wins and losses. From there, she can effectively predict the chances for each lead and deal to convert and assign an intelligent score to them for salespeople to utilize.

Have a clear view of the forecast

Zia makes it easier for you to focus on the right leads and deals by breaking them up in Zia View. Here, records are split into three columns: likely to win, to lose, and to go either way. This makes it convenient for the salesperson to prioritize them.

Filter in to focus

Use Advanced Filters to sort out records with similar patterns, scores, or activities. You can pinpoint records within a certain score range, a specific forecasting score, or a status, which helps you zero in on the promising deals you're looking for.

Know where the action is

Not all records move at the same pace. A deal that has been pending for ages might be on the verge of closing. A lead that you thought was a sure thing might be left unattended. Zia defines these records as “trending up” or “trending down,” depending on whether they’re becoming more likely to win or lose. Use the Advanced Filters to zero in on these records.

Zoho CRM's artificial intelligence, Zia, is extremely impressive. As a CRM manager, I can plug myself in directly to the sales team and make sure they never slip out of deals, with the help of working tips provided by Zia.

Divya SundarajuAsst. Manager, FundsIndia