Comparison

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Comparison

Canvas for Zoho CRM

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Comparison

The Canvas builder takes things up a notch by allowing you to design your pages exactly the way you want. From effectively arranging data that meets your sales team's needs, to personalizing it to be in par with your organization's branding, it is packed with several exciting benefits.

 

It's safe to say, Canvas revolutionizes the way you view, consume and work with your CRM. Before adopting this for your team, get to know what best benefits it has to offer, than the default CRM design.

 

This video answers the major question on why to choose a Canvas view, over the standard view. You will learn this by a deep comparison of Canvas with the default CRM design, along with a list of interesting examples.

 

 

In the default CRM view, it is a single/double column layout

True

Correct

Well done! In the default CRM view, it is a single/double column layout

False

Incorrect

Sorry! In the default CRM view, it is a single/double column layout

What is the advantage of using Canvas over the default CRM design?

Flexibility in data organization

Incorrect

Sorry! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context

Creative designs and custom backgrounds

Incorrect

Sorry! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context

Illustrations and highlights for better context

Incorrect

Sorry! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context

All of the above

Correct

Well done! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context

Compared to the default CRM design, Canvas lets you implement branding in CRM using

Creative designs and custom backgrounds

Correct

Well done! Compared to the default CRM design, Canvas lets you implement branding in CRM using creative designs and custom backgrounds

Flexibility in data organization

Incorrect

Sorry! Compared to the default CRM design, Canvas lets you implement branding in CRM using creative designs and custom backgrounds

Curated action buttons

Incorrect

Sorry! Compared to the default CRM design, Canvas lets you implement branding in CRM using creative designs and custom backgrounds

Canvas provides a 360 degree view of related list data

True

Correct

Well done! Canvas provides a 360 degree view of related list data

False

Incorrect

Sorry! Canvas provides a 360 degree view of related list data

Compared to the default CRM design, Canvas lets you implement data organization by building:

Non-linear pages to organize the data elements in the desired hierarchy

Correct

Well done! Canvas lets you implement data organization by building non-linear pages to organize the data elements in the desired hierarchy

Linear pages with a double column layout

Incorrect

Sorry! Canvas lets you implement data organization by building non-linear pages to organize the data elements in the desired hierarchy

Linear pages with a single column layout

Incorrect

Sorry! Canvas lets you implement data organization by building non-linear pages to organize the data elements in the desired hierarchy

Logical styling of data using conditions is possible with Canvas

True

Correct

Well done! Logical styling of data using conditions is possible with Canvas

False

Incorrect

Sorry! Logical styling of data using conditions is possible with Canvas

Compared to the default CRM deign, Canvas lets you customize action buttons by:

Displaying all action buttons

Incorrect

Sorry! Canvas lets you customize action buttons by displaying only required action buttons

Displaying only required action buttons

Correct

Well done! Canvas lets you customize action buttons by displaying only required action buttons

Hiding all action buttons

Incorrect

Sorry! Canvas lets you customize action buttons by displaying only required action buttons

Compared to the default CRM deign, Canvas lets you logically style and present data based on:

Specific permissions

Incorrect

Sorry! Canvas lets you logically style and present data based on specific conditions

Specific roles/profiles

Incorrect

Sorry! Canvas lets you logically style and present data based on specific conditions

Specific conditions

Correct

Well done! Canvas lets you logically style and present data based on specific conditions

What gives a better context and has massive visual impact using Canvas?

Importing data

Incorrect

Sorry! Custom background and image gives a better context and has massive visual impact using Canvas

Standard grayish-white design

Incorrect

Sorry! Custom background and image gives a better context and has massive visual impact using Canvas

Custom background and image

Correct

Well done! Custom background and image gives a better context and has massive visual impact using Canvas

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