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Purpose and Benefits

Canvas for Zoho CRM

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Purpose and Benefits

Redesigning your CRM pages opens a door for a variety of solutions. That includes visually more appealing but also completely reorganizing data and customize operations, not only makes data retrieval easier, but ultimately boosts the overall efficiency of your CRM system. Designing the platform in tune with your design protocol, lets you carry over your website theme into CRM for consistent branding.

 

Zoho CRM Canvas, is a no-code tool that lets you build your own, unique front end CRM interface for your organization. That includes the colors, styles, placement of components, size of elements, data operations, page structure and much more.

 

In this video, you will get an overview of the Canvas builder, along with its primary purposes and benefits. Additionally, you will learn in detail the top 5 benefits of using this feature. 

What is the Zoho CRM Canvas?

A powerful design builder and editing tool

Correct

Well done! Zoho CRM Canvas is a powerful design builder and editing tool.

A workflow feature

Incorrect

Sorry! Zoho CRM Canvas is a powerful design builder and editing tool.

New administration tool

Incorrect

Sorry! Zoho CRM Canvas is a powerful design builder and editing tool.

You can use only pre-defined templates and not build a Canvas view from scratch

True

Incorrect

Sorry! You can use pre-defined templates as well as build a Canvas view from scratch

False

Correct

Well done! You can use pre-defined templates as well as build a Canvas view from scratch

What are the primary benefits of using Canvas design?

Data reorganization and bespoke design

Incorrect

Sorry! The primary benefits of using Canvas design are data reorganization, bespoke design, better CRM adoption, increased efficiency as well as an unified CRM experience

Better CRM adoption, Increased efficiency and an Unified CRM experience

Incorrect

Sorry! The primary benefits of using Canvas design are data reorganization, bespoke design, better CRM adoption, increased efficiency as well as an unified CRM experience

All of the above

Correct

Well done! The primary benefits of using Canvas design are data reorganization, bespoke design, better CRM adoption, increased efficiency as well as an unified CRM experience

What does the lack of UI intuitiveness in data display affect?

CRM adoption among sales teams

Correct

Well done! The lack of UI intuitiveness in data display affects CRM adoption among sales teams

Loading time

Incorrect

Sorry! The lack of UI intuitiveness in data display affects CRM adoption among sales teams

Lead conversion rate

Incorrect

Sorry! The lack of UI intuitiveness in data display affects CRM adoption among sales teams

Zoho CRM Canvas is a zero code feature.

True

Correct

Well done! Zoho CRM Canvas is a zero code feature

False

Incorrect

Sorry! Zoho CRM Canvas is a zero code feature

Which tool in Canvas helps you create the visual impact that is required for your organization?

Styling Options

Correct

Well done! Styling Options is the tool in Canvas that helps you create the visual impact that is required for your organization

Data addition

Incorrect

Sorry! Styling Options is the tool in Canvas that helps you create the visual impact that is required for your organization

Canvas view assignment

Incorrect

Sorry! Styling Options is the tool in Canvas that helps you create the visual impact that is required for your organization

Canvas can be implemented across CRM for different roles

True

Correct

Well done! Canvas can be implemented across CRM for different roles

False

Incorrect

Sorry! Canvas can be implemented across CRM for different roles

What can you do with the tools provided by Canvas?

Build your own, unique front end CRM interface for your organization

Correct

Well done! You can build your own, unique front end CRM interface for your organization

Change ownership of records

Incorrect

Sorry! You can build your own, unique front end CRM interface for your organization

Assign tasks to reps

Incorrect

Sorry! You can build your own, unique front end CRM interface for your organization

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