2022 is almost here!
We are in the last few pages of the 2021 calendar. As we wind up 2021 and get ready for 2022, let's just pause for a moment and turn back the pages to relive some of the major updates and milestones CRM Plus achieved in 2021.
Prominent features for sales, marketing, support, and other customer-facing teams
Most loved features for sales
- Canvas
- AI in email
- Client script
- Webform analytics
- Forecasting
Most loved features for marketing
- A/B testing campaigns
- Dynamic content in campaigns
- Segmentation
- Workflows
- Contacts synchronization with CRM
Most loved features for project management
- Gantt charts and Kanban boards
- Workflow rules and automation
- Resource utilization
- Customizing task templates, layouts, and fields
- Timesheets and invoices
Most loved features for support
- Multi-department
- Blueprint
- Agent collision detection
- Visitor tracking and lead enrichment using SalesIQ
- Codeless bot building
Updates from 2021
YouTube to Social
We introduced integration with YouTube, which allows you to publish or schedule videos from Social. Social also helps you set up content approval workflows, add Instagram-first comment, schedule retweets, manage your RSS feed and media library, and much more.
HIPAA compliance with CRM
CRM now comes equipped with features that can be used by organizations to help them comply with HIPAA rules and regulations.
Enhance visitor engagement for B2B and B2C businesses
You can now create multiple brands in Zoho CRM Plus to help you manage the different departments in your business, engage in both B2B and B2C relationships, manage your resources, and create bots without using a single line of code.
Design on Canva in Social
You can now create compelling designs using Canva to post on social media channels such as Facebook, Twitter, Instagram, right from Social.
Gather key business insights using self-service BI and analytics tools
We introduced AI-powered data preparation tools, augmented analytics, data storytelling, and business app connectors in Analytics. You can also generate reports that will help users in your organization analyze key performance metrics.
Customize the record details page using Canvas in CRM
We were super excited to introduce the industry's first design studio, Canvas for CRM. It's a no-code, easy-to-use design studio that lets you craft your record details page exactly the way you want. You can add fields; change the background; add buttons; change text fonts, colors, and sizes; and add text, icons, and a lot more.
Add colors to tags in CRM
Tags in CRM can now be color coded, which helps users categorize and identify records with ease.
Prediction analysis by Zia
Zia can now help you to predict the possible outcome of various business metrics to help you make more informed decision.
Manage calls with website visitors in SalesIQ
The list of all the calls initiated by your operators or visitors to your site can be accessed from the Calls section in SalesIQ.
CRM Plus turned 7!
Our journey started in 2014 with a unique goal to provide a unified customer experience platform for businesses. Since then, CRM Plus has come a long way in unifying the three pillars of CX: marketing, sales, and support, and helping our users get a 360 degree view of their customers' information. Read more.
More updates to CRM
We released a whole range of features designed to enhance the experience of both our users and their customers. New features like client scripting, multiple sandboxes, multi-org support, a new look for our forecasting and reporting features, enhancements to Zia, omnichannel communication, and color coding for meetings and tags were rolled out for all users to help them take their customer experience to the next level.
Your 2022 CX wishlist!
This holiday season, we would love for you to share your customer experience wishlist with us. Let us know what you would like to see in CRM Plus in the new year 2022. We will use your feedback to help us continue our work towards making CRM Plus reach even greater heights.
Thank you for your continued trust in us and for being part of our journey so far. We hope this new year brings you joy, happiness, peace, and prosperity.
Merry Christmas and a Happy New Year. We'll see you in 2022!
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