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Zoho CRM Automation

Zoho is Responding to Automation Trends

Zoho has made a continuous investment in the automation functionality of Zoho CRM since 2005. This diagram illustrates key functional milestones in the evolution of Zoho CRM automation.

Zoho’s investment in product development mirrors the reasons organization demand automation features.  Here are the primary benefits of automation which Zoho has identified:

  • Reduce human error
  • Increase efficiency
  • Achieve better quality
  • Ensure greater consistency
  • Reduce labor costs
  • Provide improved customer service


To help Zoho focus product development efforts and investment, Zoho analyzes the usage of their CRM automation features.  These stats paint a picture of what customers are using.  Each week Zoho’s giant base of customers implements the following:

  • 3,180 New Workflows (Weekly)
  • 679 New Assigment Rules (Weekly)
  • 359 New Scoring Rules (Weekly)
  • 147 New Blueprints (Weekly)
  • 108 New Approval Processes (Weekly)

Zoho even measures the results of the automation features their customers are using.  These numbers illustrate the enormous productivity that Zoho customers are benefiting:

  • 10,204,489 Records (contacts) touched by workflows (Weekly)
  • 4,900,644 Custom function calls (Weekly)
  • 198,317 Records touched by Blueprint (Weekly)
  • 69,738 Records touched by Assignment (Weekly)


Workflow Examples

To give you a sense of what we’re talking about when we say “automation”, below are some brief workflow examples and scenarios:


Workflow Functions:

Macros: Create a Task, Send Email, Update Fields.

Scenario – Send a thank you message after an appointment

Business Process Management: BluePrint, Approval Process, Case Escalation

Scenario – Obtaining approval on deal discount

Rules & Schedules: Assignment rules, Auto Response Rules, Workflow Rules, Scoring Rules, Schedules

Scenario – Assign sales rep based on product interest.

Scenario – Lead creation sending email and scheduling a task

Scenario – Lead nurturing with a series of emails.

Scenario – Scoring (ranking) leads from events or web forms


The Operating System for Business

CRM has come a long way from being a “glorified Rolodex.”  Automation in CRM goes far beyond the features of address book applications and email clients such as Outlook.  Zoho CRM is a prime example of how far it has come.  With Zoho a firm can use automation and artificial intelligence  to gain a competitive advantage.


Zoho CRM is one of approximately 40 purposeful applications which together comprise virtually every capability that businesses need.  Collectively, these solutions have been bundled into the Zoho One platform.


Zoho is building automation and artificial intelligence, with its Zia technology, into each product they offer.


A common business trend is the pursuit of greater efficiency and effectiveness through technology-enhanced human productivity.  The challenge is firms typically lack the skills and resources to design, configure and implement such technology.


Help with Zoho

As a Zoho Authorized Partner, First Direct Corporation is dedicated to being a resource which organizations can leverage to achieve greater results with Zoho CRM and other integrated solutions.  Contact us at (845) 221-3800 if you would like to discuss how First Direct and Zoho CRM can help you and your organization.


First Direct Logo - ZOHO Partners
ZOHO Authorized Partner

Bob Ritter
(845) 221-3800

First Direct Logo - ZOHO Partners
ZOHO Authorized Partner

Bob Ritter
(845) 221-3800