A CRM is an essential tool while running a business. A CRM provides businesses with a centralized platform that streamlines their operations and enables them to make informed decisions. With features like lead tracking, customer support, and sales forecasting, a CRM can help businesses gain insights into their customers’ needs and preferences, and improve their overall performance. It’s a must-have tool for any business looking to stay competitive and succeed in the long run.

Zoho CRM is among the best CRM software available in the market. It has an intuitive interface and a variety of features that make it an excellent choice for businesses. Zoho CRM offers an AI assistant, sales pipeline management, analytics, and automation, among other features that can help your business. One of its unique features is that it’s suitable for both small businesses and large enterprises.

Zoho is constantly improving its solutions to simplify business processes for its customers. Recently, they introduced new features in Zoho CRM. In this blog, let’s take a closer look at these updates and how they can streamline your business processes.

Top 7 Features Included In Zoho CRM 2024 Update:

1. Automate Actions In Third-Party Apps With Zoho CRM:

When integrating third-party apps with Zoho CRM, developers need to write code in Creator as there is no seamless plug-and-play setup available in every third-party app. However, Zoho has now added actions by Zoho Flow in Zoho CRM, which allows you to perform actions as part of your workflows using newly added options under the Actions menu of Zoho CRM workflows. To perform the action, all you need to do is select the application in which you want to perform the action and then choose the action.

2. Kiosk Studio To Help Sales Representatives:

Zoho has introduced Kiosk Studio in Zoho CRM. It is a useful tool that allows you to create custom features and functionalities that are essential for your business. Kiosk Studio is a no-code interface that enables you to build capabilities using basic building elements such as screens, decisions, and actions. With this tool, you can import data from all CRM modules, create custom screens that contain fields not available elsewhere in the CRM, perform actions for records across the CRM, fire off webhooks, and execute custom functions.

3. Cadences For Effective Follow-Ups: 

Follow-ups play a vital role in building and maintaining positive relationships with customers. Zoho has introduced Cadences, a powerful tool to automate and streamline the customer follow-up process.

Cadences offer several features such as automated sequences of actions, which are triggered by customer responses to ensure that every follow-up is relevant and tailored to the individual customer’s journey. You can also automatically remove records that have achieved their desired outcomes, allowing you to focus on the right records more easily. Furthermore, you can use multiple follow-up methods across various communication channels, including emails, phone calls, and tasks.

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4. Some Major Updates In CPQ:  

Configure, Price, Quote,(CPQ) is one of the top features of Zoho CRM. Now Zoho has brought some major updates to make it even more efficient to create and send personalized quotes to your customers. Here are the updates:

Support for custom modules and subforms: Zoho has added more flexibility to its Configure-Price-Quote (CPQ) feature by allowing users to customize subforms for all inventory modules within Zoho CRM, including custom modules. Furthermore, Zoho has expanded CPQ support to cover more than just the Quoted Item subform in the Quotes module.

Guided Selling: Zoho has recently introduced guided selling to assist your sales team. Guided selling can work alongside the CPQ (Configure, Price, Quote) features to help sales reps create accurate and relevant quotes for customers. By developing pre-defined questionnaires, sales reps can easily identify the requirements of customers and filter the most valuable products based on their answers, which significantly reduces the need for communication.

5. Bottom Up Forecasting To Set Clear Goals!

Forecasting and setting up your short term and long-term is necessary for a business. Zoho has now introduced bottom up forecasting, which will help business in setting up clear goals.

Zoho CRM now offers an advanced forecasting feature that enables businesses to create their forecasts from the ground up. With this feature, individual users can set their own realistic targets, which are then subject to approval, rejection, or modification by their respective forecasting managers or CRM administrators. Once these targets are finalized, they are rolled up to create your organization’s overall forecast. You can assign tasks to individuals to set or update their targets, and once approved, the target amount is locked and rolled up to the overall forecast data.

6. Webforms To Capture Customer Data

Zoho has introduced two more ways through which customers can interact with your webforms. Here’s what the 2024 update has in store for you:

Webform links – After finalizing your webforms, you can create a link that can be shared via email, blog posts, social media, or other messaging tools. This will allow you to collect customer data without having to host the form on a webpage.

QR codes – You can create a QR code for your webforms that your customers can easily access through OOH ads, print ads, conferences, events, and other mediums. They can simply scan the code and fill out the form to submit their information. This is a convenient way to gather data from your audience.

7. Now You Can Visualize How Data is Connected Across Zoho CRM:

Curious to know how your data is interconnected in Zoho CRM? Well, now you can easily visualize it! With the new Data Model feature in Zoho CRM, you get a clear overview of all the relationships between your data. This helps you gain a deeper understanding of how your data is connected across the product.

Now you can obtain a complete list of entities, you can further investigate and emphasize their connections with other entities. The type of relationship line used can determine if relationships are one-to-one (lookups) or many-to-one (multi-select lookups): single relationship lines indicate one-to-one relationships, while multi-relationship lines indicate many-to-one relationships.

Wrapping It up,

Zoho has come with some of the best features in Q1 2024 update. These latest features complement the existing capabilities of Zoho CRM, making it an even more comprehensive and versatile platform for businesses. With these added features, Zoho CRM provides businesses with the tools they need to manage their customer relationships effectively and enhance their sales and marketing efforts.

If you need any help setting up Zoho CRM for your business, feel free to reach out to us! We can set it up for you swiftly!