How to Instantly Create a Module in Zoho CRM Using Zia’s LLM (Step-by-Step Guide)
Zoho CRM has introduced a powerful new way to build modules effortlessly using Zia’s LLM (Large Language Model). In this guide, we’ll walk you through how to create a module in Zoho CRM using Zia LLM, cutting down setup time and improving your CRM organization. Why Use Zia LLM for Module Creation? Creating modules manually […]
Zoho CRM: A Deep Dive Into the New Ask Zia Feature
Zoho CRM has rolled out exciting improvements to its Ask Zia feature, making it function like a full-fledged large language model. With the new Zoho CRM Ask Zia feature, users can pull reports, gain actionable insights, create custom modules, and even get CRM training — all through natural language chat prompts. If you haven’t explored […]
How to Set Up Zoho CRM Email Integration: A Complete Guide
Integrating your email with Zoho CRM can dramatically improve how you manage client communications. In this guide, we’ll walk you through the Zoho CRM email integration process, highlight important setup tips, and show you how to maximize workflow automation and inter-team visibility. Zoho CRM email integration offers three major benefits: Let’s dive into how you […]
Zoho Zia LLM vs ChatGPT Comparison
If you’ve been wondering how Zoho’s new Zia LLM compares to ChatGPT for real business tasks, you’re not alone. In this test, we put them side-by-side using the same CRM prompt and real-world scenario to see how they perform. Spoiler: the results might surprise you! Setting Up the Test The experiment took place within Zoho […]
Lead Conversion Mapping in Zoho CRM
Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts, contacts, and deals after a lead is converted. By configuring conversion mapping, you ensure that no valuable data is lost in the process. Here’s how to access and set up lead conversion mapping in Zoho […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
Simplify CRM Testing with Zoho CRM Sandbox
Zoho CRM Sandbox offers a safe environment to test and refine your CRM configurations without disrupting your live data. Whether you’re tweaking fields, automations, or custom workflows, Sandbox ensures your updates are perfect before going live. Let’s dive into how you can make the most of Zoho CRM Sandbox. What is a Sandbox? A Sandbox […]
The Future of Zoho CRM – Zoho CRM for Everyone!
Big Things Are Happening at Zoho! Already recognized as a best-in-class, award-winning Customer Relationship Management solution, Zoho CRM is set to become even more powerful with its latest overhaul: Zoho CRM for Everyone. This update goes beyond a mere UI facelift, introducing a suite of new features designed to enhance your CRM experience. In this […]
Get Started With Zoho CRM’s All-New Kiosk Studio
At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. This feature is particularly beneficial for tasks that […]
Effortless Cleanup Using Admin Tools In Zoho CRM
In the world of CRM management, maintaining a clean and organized system is crucial for efficiency and productivity. Zoho CRM’s Admin Tools feature offers a powerful solution for tidying up old customizations, reports, and automations, ensuring your CRM environment remains streamlined and functional. Why Clean Your CRM? Over time, CRMs tend to accumulate unused or […]
