Announcing the new Zoho CRM: Sell Smarter, Better, Faster

It’s been a whole 7 months since our last big Zoho CRM launch. We have been working hard so our customers can sell smarter, better and faster. We just couldn’t wait another day to reveal the latest and greatest we’ve been working on. Are you ready?

Sell Smarter with Zia, the Artificial Intelligence-powered Sales Assistant

We’re very excited to introduce Zia, the AI-powered sales assistant for Zoho CRM. Zia helps sales managers and individual sales reps in three critical ways:

  • Zia lets you know when something is going extraordinarily well –or wrong- in your sales operation. Any human can know by the 20th of the month whether you are likely to make quota or not. It takes super-human intelligence to be able to detect –early on- when something upstream is not going the way it should. Whether you are getting fewer leads than you should for this time of the year, reps are making fewer calls, or you are converting fewer deals than usual, whatever it is… 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.
  • Zia helps bring the end of voicemails and unread emails. In sales, timing is everything. 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. Some of these actions are one-offs, they happen so infrequently that it’s ok to do them manually. Some of them happen so frequently that the CRM admin has already automated them. But then there’s the big collection of actions that happen only  “a few” times a week. Users might not think of automating these actions, or might not even know how to… but Zia knows how. A typical example of this, is to open a record, call a customer, change the status and then set a follow-up task. 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.

If that wasn’t smart enough, how about this: Zia is already included in your Enterprise plan. No need to pay extra for it. Even Einstein would agree that’s the smart thing to do.

Sell Better with Blueprints, process automation for every sales organization

Creating diagrams of how your sales process should work is nothing new. This is the way most sales managers visualize their process and train people with. 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.

Blueprints in Zoho CRM offer an easy way to design –and implement- a sales process and have everyone execute it as it was designed. This also cuts down on training costs and confusion of new team members, and gets them up to speed –and selling- faster.

The visual Blueprint editor allows sales managers and CRM admins to quickly draw up their process and map steps in a process to a field status in their CRM. In addition, they can specify what are some of the conditions that must be met before a lead or deal makes it to the next stage, and, also what additional information is required.

Once the process is being executed, what needs to be done next is quite evident for the sales rep as well. Another useful benefit of Blueprints is that now sales managers can quickly create call scripts for reps to follow. The call script comes up contextually depending on the lead a rep is contacting, and it flows and branches out according to how the conversation unfolds.

Blueprint is included for all subscribers of our Enterprise and higher plans. They are being rolled out to customers starting today.

Sell Faster with SalesSignals, a real-time platform for sales intelligence

We announced SalesSignals in July 2016. Since then, we’ve seen our customers adopt them with tremendous success. We’ve processed more than 51 million signals since then and over 21,000+ companies are using them.

For those that don’t remember, SalesSignals are, in a nutshell, a way for salespeople to get real-time intelligence about the actions that a prospect is taking. The real-time nature of it matters – because as I’ve said before, in sales, timing is everything.

Since their introductions seven months ago, customers that have used SalesSignals have shown a 50% reduction in time in converting leads to contacts, a 45% reduction in time to convert a contact into a deal and a 48% time reduction in converting a deal into closed-won. SalesSignals make selling faster.

We’ve been so encouraged by the success of SalesSignals that we’re turning them from a closed feature into an open platform. Previously, the signals that were available for a customer to configure were all predetermined by Zoho, and based on Zoho’s portfolio of products. Now we’re making it easy for any developer and customer to define what SalesSignals matter to them. Using MailChimp instead of Zoho Campaigns? You can configure a signal for that. Using SurveyMonkey instead of Zoho Survey, you can configure that as a signal too. There are now many more signals available for customers to use, plus third party developers can now add their own. In addition, SalesSignals can be now be used as an input for Lead Score calculations.

As if Smarter, Better, Faster wasn’t enough… there’s even more

It’s hard to fit every single piece of news that we have in store for you today in a single blog post, so we’ve only explained the most important items in details. In addition, we are also announcing today the following items:

  • New telephony carrier integrations and the PhoneBridge platform. Zoho CRM has 14 new fully-integrated cloud PBX and cal management solution vendors, including Jive, AT&T Office@Hand, Aircall, Vonage and many others. In addition, we’re making it easier for other telephony vendors to integrate with Zoho CRM. We’ve turned PhoneBridge, previously a closed feature of Zoho CRM, into an open platform that helps telephony vendors to integrate with our apps.
  • Push Zoho CRM information to Slack. You can now share records or dashboard from Zoho CRM with your channels in Slack. Notify your team instantly about updates like deal win and get reminders in Slack about your Zoho CRM calendar activities.

  • Office 365 integration. Similar to our Google Apps integration, Office 365 customers can now have all their users contacts and calendars in one place.


  • Simplify data entry with conditional fields. You can now display only the relevant fields a user needs to fill out in a particular Zoho CRM form, resulting in a faster and clutter-free experience.


  • Lead Scoring: Prioritize leads with positive and negative scoring, ensuring your sales reps focus on the right leads – and convert them faster.

We are confident today’s updates will help our customers sell smarter with Zia, sell better with Blueprints and faster with SalesSignals. Are you as excited as we are? Let us know in Twitter or Facebook using the hashtag #sellsmart.



38 Replies to Announcing the new Zoho CRM: Sell Smarter, Better, Faster

  1. Also, Mail integration with Zoho CRM is very poor. You have a mail service, and a CRM service, but there is almost NO integration between them, other than the ability to click on an 'email' link in a dropdown window and show mail. However you cannot create Zoho CRM contacts from mail, you cannot create Zoho CRM Tasks from mail, you cannot receive Calendar Invites in mail and add them to your CRM Calendar. In fact I don't know of any way in which email, the most common form of sales communication, is integrated into Zoho CRM, other than listing emails for a particular contact under that contacts email section. As a tool for managing sales communications and managing the sales process using your calendar, Zoho is pretty sad. And I've been using it for over 5 years..... Of course, I have to use another program to do my real sales activity management, and Zoho has become a glorified online contact manager for our company. Too bad, because there is so much potential if they would fix the rudimentary features that almost every other CRM offers.... I really want to use it as my daily Sales activity manager, but just cannot make it work without a lot of extra work arounds, and believe me, I've tried.

  2. When are we going to be able to add calendar invites from customers to our CRM Calendar? This feature has been available in CRM Software for a long time..... This is such a basic feature, I cannot believe we can't do it yet..... The current Zoho CRM Calendar is fairly useless for a sales person to use to manage their Sales Calendar.

  3. anyone know an App that has routing software to make schedules for customer with multiple stops that can be used within ZOHO. Don't want to cut and paste everything into mapquest. :-(

    1. Thank you Farhan. It's always great to hear back from happy customers. Do try them out and let us know your thoughts.

  4. Zoho does not appear to have the ability to text to mobiles. Is that an add=on or is it in an upgraded version? Rod

    1. Definitely a well needed feature. You would think with the Ring Central phone bridge integration there would be an SMS feature.

  5. SalesSignals is very impressive and its a key feature I now use everyday. Loving it! I can signals from the CRM and Zoho Desk. What would perfect it for me is if emails sent from Zoho Invoice and opened by the recipient (CRM Contact) would show up there as well. If I could track if/when those emails have been opened that would really help in focusing in on any clients I need to follow up who have not opened them.

    1. Hi Andrew, We're glad you liked SalesSignals. Thank you for your suggestion. Sadly, we don't support this as of now but we're looking to do so in the near future.

  6. I started noticing yesterday a "Best Time To Contact" appearing in my contacts and was wondering what was going on. I started taking Zia's advice and we'll she how smart she is. Looking forward to incorporating the new features into my operations.

    1. Hi Stephen, Great to know that you've noticed Zia. We're confident that Zia will be of great help in your daily operations--making you want to take her advice every single time. We would like to know your thoughts on Zia and any other feature that you try.

  7. Every time I have an idea of the next step, you guys make an announcement... so cool ! Zoho has to be one of the world's top companies! Keep up the fight, Zoho!

    1. Thank you for the encouragement John. It feels good to know that we're able to predict our customers' needs and build solutions to address them. To innovate and to challenge the status-quo is something we've always believed in. On that note, we've already begun working on your next step, so I hope we'll manage to thrill you again, and again.

    1. Thank you Gene. It's happy customers like you who motivate us to do better every single time. Please use these features and let us know what you think about them.

    1. Hi Eugene, All the new features are available in the CRM Plus Edition of Zoho CRM. You can use them and let us know what you think. In terms of training, you can refer to our help guide to understand how these features work We're also working on a new webinar series on all the new features that should be up shortly. Stay tuned.

  8. This is exciting. When will the comprehensive webinar happen so that we can get the most out of Zia and Blueprint?

    1. Hi Nick, We're working on a new webinar series for all the new features and will be announcing the dates shortly.

  9. We are using enterprise version of Zoho. Can you please let me know from where can we access this new features and Zia?

    1. Hi, We're glad you liked Zia. At present, Zia is only available for the Enterprise Edition of Zoho CRM. However, you can still have a 15 day free trial and experience Zia.

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