User's blog

Category: Zoho Corporation

  • Zoho CRM Releases Canvas: The First CRM Design Studio

    Zoho Corporation has just released a groundbreaking update for their Zoho CRM platform that changes the way CRM users in different teams view their data: Canvas for Zoho CRM, a no-code, drag-and-drop design studio built into Zoho CRM. This marks a milestone for the software company, since Canvas is the first design studio in the CRM industry.

    Image via Zoho

    Canvas for Zoho CRM —which comes right on the heels of the Zoho Analytics 5.0 launch— allows users to change how data is displayed by creating contextual and immersive experiences for their teams. This has the purpose of catering to the unique needs of each industry and business. Because CRM software is used by many teams within each organization, each team has different goals, methods, and requirements that need to be met by their CRM.

    “[…] Canvas [is] our ambitious approach to create the gold standard of CRM experience.” —Zoho Corporation

    Without further ado, here’s how it all works:

    Drag-and-Drop Editor

    Zoho CRM’s look can now be redesigned without writing any code at all. So, anyone without developer abilities can create Canvas views with the intuitive drag-and-drop creation process. Canvas also offers the option of creating a design from scratch or picking a template.

    Broad Formatting Options

    Canvas has multiple formatting options to personalize your Zoho CRM like never before. Some of these are changing font colors, merging fields, padding adjustment, spacing refinement, and switching to tabs.

    Efficient Views

    As another way to improve user experience, Canvas allows what to show and what to hide. This feature reduces clutter while helping users to find key information instantly. Meanwhile, the placement and the look of each field can be changed for better visibility (which includes changing the colors). In addition, Canvas allows rule creation, in-line field edition, widgets, and the assignment of views based on roles.

    Canvas is available at no extra cost and by default in all paid editions of Zoho CRM (from Standard to Ultimate), as well as for Zoho CRM in Zoho CRM Plus and Zoho One.

    To read the full article, click here.

    Do you need help with your Zoho CRM or are you considering implementing it in your business? Contact us or sign up for a Zoho CRM trial.

  • Zoho Launches Zoho Analytics 5.0: A Modern Self-Service BI & Analytics Platform

    Three years after launching their 4.0 version, Zoho Corporation has just unveiled Zoho Analytics 5.0 with new and game-changing functionalities and updates. These are aimed at providing a platform that has more advanced business intelligence (BI) capabilities than its predecessors. Here’s the breakdown on what the Zoho Analytics 5.0 Platform now offers.

    Image via Zoho

    The Basics

    The Zoho Analytics 5.0 Platform consists of the following:

    • Zoho Analytics: A self-service BI and analytics software on the cloud, on premise, embedded, and deployable in public clouds.Zoho
    • DataPrep: An augmented data preparation and management service on the cloud.
    • Zoho Analytics Embedded BI: Offers ISVs and developers to integrate Zoho Analytics seamlessly into their product/solution offering.
    • Zoho Analytics Marketplace: Allows partners and third-party vendors to build analytics apps on top of Zoho Analytics and market in Zoho Marketplace. Additionally, Zoho Analytics Native Apps, apps built by Zoho, and natively embedded within third-party apps, and available in their marketplaces, are included.What-If Analysis: one of the new features in Zoho Analytics 5.0. 
    What-If Analysis: one of the new features in Zoho Analytics 5.0. (Image via Zoho)

    The Capabilities

    Zoho DataPrep

    This service allows users to connect, prepare, cleanse, transform, model, and catalog their data. Although Zoho DataPrep is available as a standalone product, it is integrated with Zoho Analytics as well. Users of Zoho Analytics can use Zoho DataPrep from within Zoho Analytics. According to Zoho, this greatly improves the ETL (extract-transform-load) capabilities of Zoho Analytics, since it allows to connect, clean, transform and enrich data from inside Zoho Analytics.

    Augmented Analytics

    AI and ML technologies will now assist users to get them faster, better, and powerful insights from their data. This includes Ask Zia, Zoho’s AI assistant. Users can hold conversations with Zia to get answers, relevant reports, and dashboards. At the moment, Zia understands English and Spanish (in Beta). Zia Insights provides instant insights through smart narratives by just clicking a button. Also, other augmented capabilities like what-if analysis, cognitive analytics, and new forecasting models are being incorporated.

    Data Stories

    This new feature comes through an integration with Zoho Show. It allows to create immersive analytical presentations by embedding reports and dashboards with visual elements into slides. Meanwhile, specific portals with purpose-built analytics can be created thanks to an integration with Zoho Sites. These portals can be shared insights within the user’s organization.

    New Business Application Connectors

    Zoho Analytics already provided easy connectors with more than 50+ popular business applications that have pre-built reports and dashboards. Now, Zoho Analytics 5.0 introduces seven new connectors for Bigin, Zoho Sprints, Exact Online, Jira, LinkedIn Pages, ServiceNow, and WooCommerce.

    New Dashboards Mobile Application

    The launch of 5.0 introduces an entirely immersive native app: Zoho Analytics – Dashboards. It helps users to have quick access and analyze dashboards, and obtain insights on the go.
    Zoho Analytics 5.0 also includes more than 60 features such as client portal, tabbed dashboards, import templates, windowing and granularity functions, viewer mode, word cloud chart, custom image background charts, KPI dial widgets, night mode, among others.

    To read the full article, click here.

    Are you looking to implement Zoho Analytics in your business? Click here and sign up for a free trial of Zoho Analytics.

  • Zoho Reaches 50 Million Business Users

    Zoho Corporation has announced that they hit another historic milestone by achieving the number of 50 million business users around the world. The timing for this news is parallel to the Zoho’s considerable growth, which now has 10 data centers across the globe. These data centers support more than 45 different applications that help businesses located in more than 180 countries.

    According to Zoho in their press release, because of the high global demand that the company is experiencing, they are “redoubling its efforts to provide the best, most unified platform, services, and applications in the industry.”

    Another announcement made by Zoho is the introduction of WorkDrive, which provides online file management across all the Zoho business applications. This allows single storage, unified search, and contextual integration, among other integrated capabilities. In regard to what Workdrive can do, Vijay Sundaram, Zoho’s Chief Strategy Officer, said:

    “A content collaboration platform must understand the context of the documents it stores. A proposal may turn into a sales contract and then into a service level agreement. […] WorkDrive creates a common, unified file system across all business processes, so the business context is easier to understand and preserve, making the system significantly more valuable to the customer. This unique type of a solution can only come from a vendor who also offers the business applications.”

    Congratulations to Zoho Corporation for achieving such an important milestone! Here’s to 50 million more!

    To read Zoho’s press release in its entirety, click here.

    Are you considering the implementation of a Zoho product in your company? Click here to learn more and try for free the Zoho products that we offer.

This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.