Zoho Zia is an AI-driven sales assistant for Zoho CRM. Today we are bombarded with data and a smart tool is required to extract key information. Zoho Zia has been added to Zoho’s CRM system to deliver data-based recommendations to sales staff. By understanding your customers, you can personalise your marketing campaigns and therefore increase sales.

Zoho claims that Zia optimises your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. In this blog from Relativity, the business technology specialists based in Uckfield, East Sussex, we look at this clever addition in more detail including Zoho Zia’s functionality and how you can spend less time on the emails you receive.

Zoho Zia’s Functions

You’ll find Zoho Zia is actually really smart and very helpful and doesn’t require any prompting. You could say it’s downright cool!

  • Zia Voice – enables you to get instant answers for questions related to modules in Zoho CRM
  • Best Time to Contact – know the best time to reach contacts
  • Conversion Prediction – keep a strong pipeline
  • Trend Analysis – view key business metric trends
  • Workflow Suggestions – analysis of workflow notifications and how to avoid mistakes
  • Data Enrichment – keeping CRM data complete and updated

Zoho Zia Voice and Best Time to Contact

If you have a question about your data, you can just ask Zia. This could include finding out any sales transactions that will be closing and the tasks that are still open that you have to do. With ‘Best Time to Contact’, you can use Zia’s ability to learn from and use behavioural patterns so that you choose the best time to call a client.

Less time on your emails

Zoho Zia will streamline your work by identifying and extracting tasks in your emails. She is able to set appointments directly from your mails as well as recognising requests, queries, complaints and other types of messages saving you a lot of time.

How can Relativity help you with Zoho CRM and Zoho Zia?

Zoho Zia is available to anyone using Zoho’s CRM Enterprise Edition and above. To learn more about Zoho CRM with its intelligent assistant and whether it would be the right choice for your business, please get in touch with Relativity based in Uckfield, East Sussex. We are a Zoho Advanced Partner and pride ourselves on our sector and industry experience from working on previous projects. Relativity will be able to advise you if Zoho CRM with its AI helper will streamline your growing business and make it more effective and efficient. Call us on 01825 280123 or email info@relativity.co.uk In our next article we will be discussing why every CRM system should have an AI assistant.

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