Zoho CRM Allows You to Associate Emails with a Record using Outlook Plug-in

When a lead or contact will send an email to you in your Outlook account, you will find an option called “Associate Email”. When you click this option, the email will be associated with a record in Zoho CRM. You can associate multiple emails to one record.

Zoho Analytics Has Become Even Smarter

Zoho Analytics features amazing new enhancements that will help users to work more smartly. In Analytics, Zia can now understand your unstructured and incomplete queries and misspelled words and do much more. Export and email dialog UX and Workspace Explorer have been enhanced as well.

Zoho CRM Announces Enhancements in Portals

Portals in Zoho CRM allow users to extend access to CRM to their contacts or vendors. With the new enhancements, you can now edit records added by other CRM users, get access to subforms, and view records in the Related List.

Zoho Social Announces New Features – July Updates

Zoho Social has made some dashboard enhancements to make your experience smoother. You can now easily switch between different brands. Social media messages will be shown as small Inbox notifications. Zoho Social has also improved Settings Tab and social media icons.

Set Up Portals in Zoho CRM for Your Vendors, Contacts, or Partners

Portals in Zoho CRM can help your business to extend CRM access to vendors, partners, and contacts. A Portal user can create, edit, and delete records in the CRM module. They can edit information in a record and edit associated records. While creating Portal, you must define portal user type, configure portal type, and specify field permissions.

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Your employees spend a lot of time and effort on communication, calls, emails, and more. The AI assistant Zia is now available in emails. Zia even offers workflow suggestions to your employees. The Wizards feature lets your employees design an interactive record detail page. The Zoho CRM Analytics App lets your teams view dashboards from their app without even accessing the desktop app.

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Use Zoho CRM’s web form analytics and A/B testing to analyze the performance of web forms. The new Command Center in Zoho CRM lets you build and automate customer journeys. Zoho CRM has added Marketing Attribution models to help you calculate and credit ROI to marketing campaigns. You can even track and analyze deal progress across multiple sales processes in the CRM.

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Use Zoho CRM’s web form analytics and A/B testing to analyze the performance of web forms. The new Command Center in Zoho CRM lets you build and automate customer journeys. Zoho CRM has added Marketing Attribution models to help you calculate and credit ROI to marketing campaigns. You can even track and analyze deal progress across multiple sales processes in the CRM.