Features
Predictive Sales

Zia - The transformative AI engine from Zoho

Zia is an AI companion within Zoho CRM, and she's here to help you manage your CRM intelligently. Zia can fetch the information you want, take notes as you dictate, predict the outcome of sales activities, detect anomalies, automate mundane tasks, and more! Stay on top of every activity with the newest member of your team—talk to Zia today.

overview of Zia

ZIA
Sales Assistant
Predictions
Anomaly Detection
Zia for emails
Intelligent Automation
Competitor Alert
Voice of the Customer
Strategy Influencer
Data Enrichment
Recommendation
Churn Prediction
Prediction Builder
Next Best Experience
Assignment Suggestion
Workflow Suggestion
Best Time to Contact
Zia Vision

Sales Assistant

Zia can talk, and she has a lot to say

What makes Zia special is that she is a conversational assistant, who can understand commands and queries issued over text and voice. You can get so much done with just a conversation with Zia - just pick a channel!

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Chat with Zia

You don't have to go digging through your database to find what you're looking for—just ask Zia, and she'll do it for you. All your data, figures, reports, and charts are just a text away.

Call Zia

If you're on the move or can't type, that's alright. Zia is a conversational AI—just call her with a question and she'll either read out the answer or display it. Zia can also record your voice to create reminders, take notes, or update records.

Predictions

Predict sales with Zia

When there are too many deals in the sales pipeline, it's hard for salespeople to chase the right leads. With Zia, that's no longer a problem. She can predict the win probability of every ongoing deal and assign a dynamic score based on how close they are to conversion. Stay focused on the right targets!

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Anomaly Detection

Zia can identify sales anomalies

You don't have to wait for an end-of-the-month report to detect deviations in sales activities and numbers. With Zia, you can get updates on anomalies in real time and act on them quickly. Zia can detect oncoming anomalies in your sales trends, giving you enough time to avert a drop in revenue or prepare for a surge in incoming leads.

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Zia for emails

Zia makes your emails smarter

Emails are a central part of business communications, often containing vital information that can help your sales team get to know your customers and prospects better. Zia enhances the utility of your emails by intelligently enriching customer records with information from the web and email signatures, extracting and pre-populating event information, and helping you prioritize your responses by analyzing the intent, sentiment, and emotion contained in customer emails.

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Start selling smarter, better and faster

Intelligent Automation

Automate macros with Zia

Zia learns the usage patterns of your team members and makes personalized automation suggestions so they can complete their routine tasks faster. Zia also calculates the efficiency of your workflows and stops you from making mistakes, like sending an email template twice to the same user.

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Competitor Alert

Zia keeps an eye on the competition, so you don't have to.

Your sales team receives thousands of emails every day, and critical ones sometimes fall through the cracks. For example, when your prospect sends you an email to find out how you fare against your competitors, you just can't afford to miss it. With Zia's Competitor Alerts, you are in the loop every time a prospect mentions your competitor in their email content. Zia scans your emails in real time and notifies you whenever a competitor's name pops up.

Instant notifications
wherever you are.

Receive instant alerts on SalesSignals, Zia Alerts, Cliq, or Slack every time a prospect talks about your competitor.

Identify prospect sentiments

Zia can analyze an email and understand how your prospect feels about your competitor. This gives you quick insights to help you understand their requirements better.

Voice of the Customer

Proactively identify customer needs with centralized insights

Stay on top of what customers are saying about your brand across multiple channels. Use a wide range of charts to understand customers' needs and preferences. Gauge their views of your competitors to know where you stand in the market. Align your business operations in line with your customers' requirements and improve their overall brand experience.

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Strategy Influencer

Harness intelligent insights for key business goals

Obtain insights about your organizational trends, business target suggestions, and ways to achieve the targets. Leverage these insights to devise realistic and optimal business goals for maximum productivity.

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Data Enrichment

Enrich data with Zia

Do you suffer from incorrect, out of date, or incomplete CRM data? No worries. Zia helps you collect information on contacts, accounts, and leads, and enriches those records automatically. She performs periodic checks from time to time to keep your data up to date and accurate.

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Recommendation

Boost your productivity with recommendations

When your business offers multiple products or services, it can be hard to pitch the right one to your customer. Zoho CRM helps you identify the right product or bundles to pitch to a customer and capitalize on your upsell and cross-sell opportunities.

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Churn Prediction

Proactively predict customer loss

Imagine being able to predict a customer's actions before they even make a decision. That's the power churn prediction provides. Zia's here to revolutionize the way you foresee and prevent customer loss. By analyzing customer patterns and behaviors, Zia can help you take proactive measures to retain churning customers. Click below to learn more about how this works!

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Prediction Builder

Build new predictions

Harness the power of predictive AI with Prediction Builder—a tool for building custom Zia predictions from scratch—for any module in Zoho CRM. Just select the desired field, and let Zia do the rest.

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Predict a wide range of information for your business with Zia's prediction builder

Next Best Experience

Provide personalized customer experiences

Provide an experience for your customers that goes beyond the transactional nature of business. Creating a customer journey that involves delivering personalized and real-time experiences is an effective way to win customer loyalty. And the best part is that Zia does all of this for you at the click of a button by suggesting which next best actions will help you strengthen your customer relationships. Click below to learn more!

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Assignment Suggestion

Let Zia assign records to the right people

One of the most important factors in successfully converting a lead or closing a deal is assigning records to the right people. Zia can now assign records to the most qualified reps based on their history of handling similar tasks. Get a glimpse into the algorithm black box to help you understand and control how Zia segments your records, chooses relevant users, and the factors that influence Zia's assignments.

Zia automatically assigns a record to the best user their track record

Workflow Suggestion

Zia finds patterns and suggests workflows

Zia combs through your audit logs and activity history to identify patterns in your data and suggests pre-built workflows to make your sales process easier. You can choose to deploy these workflows immediately or edit them as needed, allowing your sales teams to save time and focus on closing deals.

Best Time to Contact

Find the best time to contact with Zia

No more unanswered calls and unopened emails! Zia gives smart suggestions for the best time and day of the week to contact each customer, so that you can connect with them immediately.

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Zia Vision

Validate images added to CRM with Zia Vision

Zia could talk, and now it can see. Zia can scan the images that users upload to a record and classify them as desirable or undesirable. Train Zia to identify objects in an image with samples, and configure how it should respond when an image is deemed undesirable. Keep image spam in check with Zia Vision.