Introducing Zia – the AI-powered sales assistant.

Zia lets you know when something is going extraordinarily well –or wrong- in your sales operation. Zia is constantly on the look out for you – 24/7/365. When she detects an anomaly she lets you know so you can take prompt action before it’s too late.

What is the best time to contact a particular prospect? Well… it depends on that particular person. This is why Zia is so helpful. For any customer or prospect in your pending activities, Zia will let you know her predictions about what times of the day this person is most likely to pick-up the phone or open the email.

Zia knows what you want to do – and helps you do it faster. Zia is capable of learning, over time, the most frequent actions a particular user takes on Zoho CRM. When Zia watches you perform a particular set of actions repeatedly, she will not only suggest automating them with a workflow or macro, but she will also go ahead and set up the automation for you.

What can be better than a process automation that automates process automation?

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Stay tuned, work in real time with instant email notification about process deviations or any specific information important to your business.

Set reminders about important dates and events. Schedule tasks such as sending weekly sales reports or monthly maintenance reports.

Automating such simple yet important processes helps avoid unnecessary delays, possible communication gaps and minimizes customer dissatisfaction.

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Creating a diagram of how your process should work is nothing new. Business owners put time and effort into defining, planning and setting up their business processes.

What has always been difficult is to take that diagram and put it into practice in your daily business operations. That has been the difficult part – until now.

The visual process editor allows you to quickly draw up your process and map steps in a process to a field status in your CRM. In addition, you can specify any of the conditions that must be met before a process makes it to the next stage, and, also what additional information is required.

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When converting a single lead into a deal, factors like what actions need to be taken and when play a big role in closing.

When a lead comes into your CRM, you send a series of emails via drip campaigns to qualify them. Doing this manually hundreds of times over means you lose valuable time. With scheduled actions, you can automate drip emails, set up tasks to nurture potential customers, and follow up with every lead until they are qualified. You can set actions to occur instantly as well.

Set time-based actions to remind yourself about subscription renewals or upcoming payments. Make your customers feel special by sending birthday wishes or personalized holiday greetings from your CRM.

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As contracts near their expiration date, it’s important for account managers to be actively pursuing renewals. You’ve already converted the lead into a customer, it only makes sense to retain them. Using time-based triggers, you can automatically:

Notify the appropriate rep of the impending expiration at set intervals in advance of the close date.

Send alerts to managers or retention specialists for high-value accounts.

Automatically send emails to the client, letting them know that the expiration date is approaching, and offering them options for renewal.

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If you want to keep your customers, you need to be able to respond to support issues quickly and efficiently.

Support issues involve multiple departments, and everybody needs to be on the same page. Using conditional triggers, workflow automation allows you to:

Automatically change the client’s status to “contact immediately” in the salesperson’s CRM when a support ticket is entered.

Generate an email to the client, apologizing for the issue and letting them know that you’re working on a resolution.

Notify relevant support staff, managers, and salespeople by email or SMS, especially in the case of high-value customers.

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