How Zoho CRM’s AI assistant can help drive profitability for your business?

Omkar S. Rathore
23.08.21 06:40 PM Comment(s)


The more the number of tasks performed by humans in an organization, the higher are the chances of human error. What helps alleviate these errors are solutions like artificial intelligence (AI). Zoho CRM also comes equipped with one such AI-driven conversational assistant, Zia. Zia can help reduce operational costs, increase efficiency, grow revenue, improve customer experience and do much more. 
And here, we have mentioned some of the important areas where Zia can assist in Zoho CRM but before we talk about that, let’s see what Zoho says – “ optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis.” 

In other words, Zia can help make faster and more informed decisions while eliminating chances of human error. It can arm sales professionals with insights, can automate tasks and give a closer look at customer behavior but how does Zia do all this? Well, keep reading to know more:
  1. Zia helps save time by managing emails
With Zia, your team doesn’t need to go through lengthy emails as the AI assistant can easily recognize requests, queries, complaints or other important messages. This makes it easy for the team to identify the problem areas, thus helping streamline the work.
  1. Zia answers when you ask
If you have a huge data repository, it becomes difficult to fetch data manually. When you have Zia, you can simply ask it to fetch information quickly. All you need to do is type the word “search” and then the term you are looking for. You can further enhance its functionality by adding certain other skills for Zia like creating tasks, changing deal stages, converting a lead and placing a call to contact.
  1. Contact your leads and customers when they are most likely to reply
Zia learns from and uses behavioural patterns to do its work. And one of the things that it learns is “best time to contact” information. Zia will learn from contact behaviour as well as the agent behaviour with that contact and accordingly keep a note of it in the contact records. Anytime you wish to outreach the customer, all you need to do is view the best time for call or email in the contact records.
  1. Zia can recommend products, increase engagement and improve customer experience
You can put Zia’s self-learning skills to best use and ask for recommendations. Zia will observe your customer’s preferences which you can leverage to increase the chances of lead conversion. Zia can help with everything, be it e-commerce or other online sales recommendations.
  1. Zia can complete the data entry for you
When you have Zia, you don’t need Zoho CRM experts to enter information in leads, accounts and contacts, Zia will crawl the web and look for information like:
  • Social media handles
  • Complete address
  • Phone numbers
  • Email addresses
  • Industry types

Now that you have read all about how Zoho CRM’s AI assistant Zia can help your business, if you want to automate your tasks using Zia, you would have to get in touch with Zoho CRM developers. Zoho CRM developers can proficiently customize the Zoho solutions as per your need. All you need to do is explain your requirements to them and the rest would be taken care of by them.