Zoho CRM is a powerful business tool widely used in today’s competitive environment, in which companies constantly search for new things that can help them outperform their competitors.
The basic Zoho customizing for business helps organizations of varying scales to automate business activities, streamline sales and improve customer interactions. But Zoho has several other components that can change the way you operate and take your SMEs to the next level.
In this blog, we want to share the most underrated and least used Zoho CRM features so that you won't miss out on opportunities that can significantly boost efficiency and revenue. But you’ll need help with deploying these advanced Zoho systems with your company.
Techtron is a comprehensive Zoho consulting service with 8 years of expertise in supporting organizations to customize Zoho for their needs. Techtron Zoho partner offers complete Zoho services for any type of business and scale.
Whatever your business requirements may be, we can create the best Zoho CRM that matches your operation style. Contact us for more details.
Why Businesses Need to Use Advanced Zoho CRM Features
The advanced Zoho CRM features have made Zoho one of the most used CRMs in the world, with a 250000 global user base that is spread over 180 countries. However many of these companies are not familiar with several elements of Zoho.
Many organizations use Zoho CRM for fundamental tasks like managing contacts and tracking sales. But Zoho can be used for more than that. Let’s take a look at the other things Zoho CRM can help you do.
Reduces workload and operational costs with Zoho automation.
Increases productivity by enabling smooth collaboration between various departments.
Completely customizing the Zoho interface according to your business needs.
Integrate multiple communication channels for a seamless customer experience.
Predictive analytics that forecasts sales, demands, and trends to manage inventory.
Increases your customer engagement with popup notifications.
Improve lead qualification and scoring for better sales targeting.
By fully utilizing these features, businesses can save time, reduce errors, and boost efficiency.
10 Powerful Features of Zoho CRM You Might Not Be Using
Here we’re going to introduce you to some of the Zoho CRM tools that many of its users are not familiar with. Read this blog to learn their benefits and utilize them to outsmart your rivals in the business.
1. Zia AI: Zoho’s Virtual Assistant
Zia AI is one of the notable Zoho CRM AI capabilities that analyzes customer data to provide predictive insights. It suggests the best times to follow up, detects trends and anomalies in sales performance, and automates repetitive tasks such as data entry and email reminders.
Zoho’s virtual assistant is useful for the following tasks:
Saves time by reducing manual data entry and follow-ups.
Provides AI-driven recommendations to close deals faster.
Identifies potential roadblocks in the sales process before they become issues.
Offers personalized customer insights to improve engagement strategies.
Assists sales teams to focus on high-priority leads based on AI predictions.
Techtron Zoho Partner can customize Zia based on your workflows and train your teams to use the insights produced by it effectively. Our technicians can optimize Zia to produce better forecasts.
2. Blueprint: Automate Sales & Business Processes
Blueprint is one of the Zoho CRM features that automate repeated business activities of your company and create structured workflows for sales and customer support. This Zoho CRM tool verifies each step in a process is followed correctly.
Automates approvals, notifications, and follow-ups to reduce manual intervention.
Assigns tasks, sets deadlines, and tracks progress to keep teams aligned.
Automation helps in reducing errors.
Eliminates bottlenecks and maintains consistency in customer interactions.
Techtron offers businesses design tailored workflows that fit their unique operations, enhancing productivity and efficiency.
3. SalesSignals: Real-Time Customer Notifications
SalesSignals provides instant alerts when a customer interacts with your business through email, phone calls, live chat, or social media. This Zoho CRM notification helps sales teams respond quickly to customer inquiries.
This can improve customer engagement, and they can buy your products faster after making informed decisions.
Real-time notifications enable businesses to seize opportunities immediately.
Multi-channel tracking verifies no customer interaction goes unnoticed.
Quick response times lead to better customer experiences and higher satisfaction rates.
Techtron CRM integrations for businesses with SalesSignals improve communication, and customer interaction, and increase efficiency.
4. Web Forms: Lead Scoring
Zoho CRM’s web forms can capture leads directly from websites and assess their engagement levels through lead scoring. This Zoho CRM lead management identifies and prioritizes high-quality leads to increase conversion rates.
Zoho automation adds potential customers to the CRM instantly.
Assigns values to the engagement and helps the sales team focus on the best one.
The scoring model can be customized with the sales strategy for higher conversions.
Techtron lead scoring notifies the most valuable leads to enable efficient sales and increased conversions.
5. CommandCenter: Automate Multi-Step Workflows
CommandCenter is one of the Zoho CRM workflow automation tools that connects different departments and software tools into one. It streamlines multi-step processes across teams and reduces manual work to improve efficiency.
Increase CRM efficiency by collaborating with marketing, sales and customer service.
Automates repetitive tasks to save time and minimize errors.
Make sure that multi-step processes run smoothly without delays.
Businesses can implement customized CommandCenter workflows with Techtron business automation to enhance productivity and streamline operations.
6. Canvas: Customize CRM Interface for Your Business
Do you wish to have a better Zoho CRM UI design? Canvas can do that for you. It’ll help you make your CRM interface more intuitive and visually appealing by editing the drag-and-drop section.
A well-designed interface improves user experience and productivity.
Businesses can adapt their CRM layout to match their specific workflows.
No need for technical expertise to make adjustments to the drop-down section.
Techtron Zoho solutions understands your business demands and optimizes the CRM layout to your requirements while increasing its functionality.
7. Omnichannel Communication: Manage All Customer Interactions in One Place
Does your company utilize various communication methods like email, social media, live chat, etc.? You can manage all of it in one place with the help of Zoho Omnichannel CRM.
Centralizes all channels and streamlines their interactions.
Enhances customer communication and satisfaction levels.
Saves the time used to switch between channels.
Confirms your teams have real-time visibility into customer conversations.
Reduces miscommunication and enhances response times.
Techtron CRM integrations assist companies in seamlessly integrating these platforms using Omnichannel Communication and creating a smooth customer experience across all touchpoints.
8. Sandbox: Test CRM Changes Before Going Live
Sandbox is a Zoho CRM testing tool that provides a safe environment to test CRM modifications before applying them to the live system. You can utilize it if you’re scared of ruining your current system by upgrading it.
Sandbox will help you identify the CRM updates that can disrupt business operations beforehand and take preventive measures.
Businesses can experiment changes without affecting the live data.
Allows teams to test new features and workflows before deployment.
Reduces risks by identifying issues before implementation.
Techtron Zoho partner sets up and manages your Sandbox environments for smoother testing and deployment of CRM updates.
9. Advanced Analytics & Reports
Analyzing data and making reports based on it takes a lot of time and effort. But Zoho CRM analytics makes the whole process easier for you by generating detailed reports on sales, marketing, and customer interactions.
Tracks performance and identifies trends for business growth.
Provides real-time insights for making data-driven decisions.
You can focus on key performance indicators by customizing the analytics.
Visual dashboards help your teams interpret data more effectively.
Techtron business insights assist in developing tailored assessments that offer deeper visibility into your operations and performance so that you can plan better for the next step.
10. Zoho CRM Integrations & Marketplace
Every company relies on various tools to streamline their operations and grow their business. Zoho understands this need and provides CRM integrations with commonly used platforms like Google Workspace, Microsoft 365, Zapier, etc.
Transfers data between platforms easily.
Improves connectivity between business-critical applications.
No need to enter everything manually.
Minimizes the chance of errors by automation.
Supports third-party apps to increase CRM functionality.
Techtron Zoho customization helps your company integrate with Zoho Marketplace enhance connectivity across various business applications and enhance overall business operations.
A Quick Look into These Features
Feature | Function | Business Benefit |
Zia AI | Predictive insights & automation | Speeds up decision-making & follow-ups |
Blueprint | Workflow automation | Offers structured sales processes |
SalesSignals | Real-time alerts | Enables quick customer responses |
Web Forms & Lead Scoring | Captures & prioritizes leads | Focuses on high-quality prospects |
CommandCenter | Multi-step automation | Connects departments seamlessly |
Canvas | CRM interface customization | Enhances user experience |
Omnichannel Communication | Centralized customer interactions | Provides a unified customer view |
Sandbox | Test environment | Prevents errors before going live |
Advanced Analytics | Data-driven reports | Supports informed decision-making |
Integrations & Marketplace | Connects Zoho with other tools | Streamlines business operations |
Techtron: Your Favorite Zoho Customizing Partner
Techtron is a Zoho consulting service that has been contributing to the growth of companies across the world by providing a CRM system that is designed for the specific needs of the company.
We are the NO. 1 authorized Zoho partner in India with 8+ years of expertise in various industries. Techtron Zoho partners offer comprehensive Zoho support, including training employees to use Zoho effectively.
Need support with deploying Zoho’s best features? Book a free consultation now.
Key Points Covered
Zoho CRM is one of the best CRMs for companies operating in various industries.
The number of businesses using Zoho’s CRM environment is increasing day by day.
Even though the basic CRM features can improve your business, there are advanced features offered by Zoho CRM that can make you achieve goals easily.
Zia, SalesSignals, Sandbox, Canvas, and Blueprint are a few of them.
Techtron is the best Zoho consulting service that can help you integrate these features into your CRM and customize it according to your business demand.
Make the Most of Zoho CRM with Techtron
We have been discussing some of the Zoho features that people are not aware of. This blog is intended to share their potential with those who are using Zoho CRM’s basic components and not utilizing these advanced integrations.
Techtron, an Advanced Certified Partner for Zoho CRM, specializes in setting up, customizing, and integrating Zoho CRM to match unique business needs. Contact Techtron today to optimize Zoho CRM and maximize its benefits for your organization.