Zoho CRM introduces Zia, AI-powered sales assistant; Blueprint, a process automation tool; SalesSignals and Telephony Platforms


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With information like the best time to contact your prospect, building scalable processes, and giving real-time signals, Zoho CRM makes sales teams smarter, faster and better

Pleasanton, Calif—Feb 28, 2017 — Zoho today unveiled Zia, the new Zoho CRM intelligent sales assistant, powered by AI, that detects anomalies, suggests workflows and macros, and advises salespeople the best time to contact a prospect. Zoho also launched Blueprint, a Zoho CRM tool for building and implementing business processes. In addition, the company has included a host of new features in its award-winning customer relationship management software, Zoho CRM, such as scoring rules and the SalesSignals platform, to help boost sales productivity.

“Salespeople put work into their CRM. But does the CRM work in return to make it easy for salespeople?” asked Raju Vegesna, chief evangelist of Zoho. “Debuting with Zoho CRM, Zia, Zoho’s intelligent assistant, is designed to do exactly that. Zia will contextually suggest ways to automate flows and detect anomalies, based on the sales rep’s CRM usage patterns. Soon Zia will expand her skills to other Zoho apps.”

“Intelligent technologies will play a critical role as businesses explore new techniques and tools for acquiring and transforming raw data into meaningful and useful information for sales analysis purposes,” said Sheryl Kingstone, research director of customer experience and commerce at The 451 Group. “Since the universe of what is ‘knowable’ is expanding, new machine-learning technologies can help users to see further and deeper to improve business decision-making. Users are no longer limited to what they discover themselves.”

Sell Smarter with Artificial Intelligence

Anomaly detection: Zia analyzes the CRM usage of salespeople to identify sales patterns and predict where an anomaly may occur. This feature lets salespeople know when they’re doing well, and when they’re not.

Macro/Workflow suggestions: Salespeople can automate tasks that they manually do every day by creating macros and workflows. Now, Zia notices the repetitive tasks for them and suggests macros and workflows, which they can create in a click.

Best time to call: Zia studies CRM data and customer interactions to let salespeople know the best time to contact a prospect. This feature saves them time and increases their chances of closing deals.

Sell Faster

SalesSignals Platform: Signals keep salespeople informed in real-time about customer actions at various touchpoints like social media, satisfaction surveys, and support tickets, helping them act in time and make speedy sales. What’s better? Signals can now be obtained from third-party applications. With this launch, SalesSignals platform will support ten out-of-the-box integrations – SurveyMonkey, Eventbrite, SMS Magic, DocuSign, and others. The platform can be extended to receive signals from any third-party application making CRM the central hub to capture all customer activity.

Scoring Rules: Salespeople can now configure rules for assigning scores to leads through various parameters. The CRM then prioritizes the leads based on their scores. This feature enables salespeople to focus on the most important lead first, and make faster conversions. This is ideal for businesses working with a large number of leads.

Sell Better with Blueprint

Blueprint: For larger organizations, making everyone follow the same sales process without constant monitoring is where the biggest challenge lies. Blueprint in Zoho CRM helps build and execute sales processes from within CRM. This ensures compliance from the entire team, making the process both systematic and repeatable.

Zoho PhoneBridge Platform

Zoho has also released its Zoho PhoneBridge Platform, where cloud PBX and call center management solutions can build telephony integrations for Zoho applications. Zoho has partnered with 15 telephony vendors to provide its users with integrations that offer powerful call management features, including single-click dialing and automatic call logging.

“With Zoho CRM, the focus has been on a salesperson’s productivity. From Zia to Blueprint to SalesSignals to telephony platforms, each feature is designed to make salespeople more productive,” continued Vegesna. “As our CRM platform deepens, we are increasingly seeing large deployments.”

Pricing and Availability

While Zia and Blueprint will be available in the Enterprise Edition and above, scoring rules will be available in the Professional Edition and above. The SalesSignals platform will be available across all paid plans, from the Standard Edition and above.

Zoho CRM is free up to ten users. Paid plans begin at $12/ user/month for the Standard Edition, increase to $20/user/month for the Professional Edition, and are $35/user/month for the fully-featured Enterprise Edition.

A completely customer-centric product suite, Zoho CRM Plus is available for $50/user/month. There is also a new Ultimate Edition, catering specifically to large businesses with features

like dedicated database clusters, service level agreements and dedicated support staff.

For more information on Zoho CRM, please visit www.zoho.com/crm.

Additional Zoho Resources

Zoho news coverage: http://www.zoho.com/inthenews.html

Zoho press releases: http://www.zoho.com/press.html

Zoho videos: http://youtube.com/zoho

Zoho blogs: http://blog.zoho.com

Zoho on Twitter: http://www.twitter.com/zoho

Zoho on Facebook: http://www.facebook.com/zoho

About Zoho

Zoho is THE operating system for business – a single cloud platform with all the

necessary applications to run a business entirely from the cloud. Businesses can acquire

and manage customers using Zoho’s marketing, sales and customer support applications

– Campaigns, CRM and Desk – and can then empower employees to create, store and

distribute content on the cloud with Zoho’s productivity and collaboration applications –

Office, Mail and Docs. Additionally, businesses can run their own operations on Zoho’s

finance and human resources applications – Books, People and Recruit.

More than 25 million users around the world across hundreds of thousands of

companies rely on Zoho every day to run their businesses – including Zoho itself. A

business can choose to run the entire Zoho suite or just a single application. Zoho

applications are available directly through zoho.com, or through an ecosystem of

hundreds of worldwide Zoho partners.

Zoho is a division of Zoho Corp., a privately-held and consistently profitable company,

with more than 3,500 employees. Zoho is headquartered in Pleasanton, CA with

international headquarters in Chennai, India and offices in Austin, London, Yokohama

and Beijing. For more information, please visit http://www.zoho.com.

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