Zoho continues to innovate and enhance its suite of applications, providing users with powerful tools to streamline their business processes. In this post, we’ll explore some of the latest features and updates in Zoho, and how they can benefit your organization.
1. Enhanced Duplicate Checking for Leads
One of the most significant updates in Zoho CRM is the enhanced duplicate checking feature for leads. This update allows users to check if similar details are already present in the Contacts module, preventing duplicate entries. By selecting specific fields to search for duplicates, users can ensure that the system searches for matching records in Contacts as well. This feature helps maintain clean and accurate data, reducing the risk of errors and improving the efficiency of your sales processes1.
2. Dynamic Filters for Lookup Fields
Zoho CRM has introduced dynamic filters for lookup fields, which are currently available in early access mode. This feature allows users to dynamically provide a tailored list of relevant data for the records they are working on. By configuring field-to-field comparators, users can ensure that the most relevant data is displayed for their queries. This real-time adaptation makes it easier to find and associate accurate records, enhancing the overall user experience1.
3. Richer Search Experience with Precise Results and Follow-Up Actions
The latest enhancements in Zoho CRM’s global search functionality make finding information more user-friendly and precise. Users can now filter search results based on modules, record names, and tags, and refine results further using additional filters. The updated search also provides added context for search results, allowing users to quickly take follow-up actions. Additionally, Zoho’s AI Sales Assistant, AskZia, can be accessed directly in global search, offering intelligent suggestions and insights1.
4. New Options for More Flexible Validation Rules
Zoho CRM has added new configuration options to validation rules, providing increased flexibility. Users can now quickly validate individual fields using the “Field Verify and Save” option, which adds a “Verify” button next to the field. This feature is beneficial when users need to validate an important field before proceeding to other fields. Additionally, the “Allow by alert” option lets users save records with an alert, reminding them of the policy and confirming their understanding. These updates help ensure data accuracy while providing flexibility in data entry1.
5. Automating Actions in Third-Party Tools with Zoho Flow
Zoho CRM has made it easier to automate actions in third-party tools without writing a single line of code. With the addition of Actions by Zoho Flow, users can perform actions as part of their workflows using newly added options under the Actions menu. This feature simplifies the integration process, allowing users to automate tasks across different applications seamlessly. By reducing the need for custom coding, this update saves time and resources, enabling users to focus on more strategic activities2.
6. Kiosk Studio for Custom Functionalities
Kiosk Studio is a new no-code interface in Zoho CRM that allows users to create bespoke functionalities tailored to their unique business requirements. Users can build capabilities using basic building elements such as screens, decisions, and actions. Kiosk Studio enables users to import data from all CRM modules, create custom screens, perform actions for records, fire off webhooks, and execute custom functions. This feature empowers users to enhance their CRM capabilities without the need for a developer, making it easier to adapt Zoho CRM to specific business needs2.
Conclusion:
Zoho’s latest updates and features are designed to enhance user experience, improve data accuracy, and streamline business processes. From enhanced duplicate checking and dynamic filters to richer search experiences and flexible validation rules, these updates provide valuable tools for businesses to optimize their operations. By leveraging these new features, organizations can achieve greater efficiency, reduce manual efforts, and focus on strategic growth.
Remember, Imploris can help you consult and implement these new Zoho features to maximize your business potential. Contact us today to learn more about how we can support your Zoho implementation journey.
