Tech ThursdAI: Boosting Efficiency With Zia, Zoho’s Transformative AI Companion

In today’s fast-paced and competitive landscape, efficiency is more important than ever. Enter Zoho, a leading cloud-based software suite and technology company that offers 55+ products designed to streamline workflows and enhance productivity. Their most popular offering is Zoho CRM, a home base for your company’s marketing, sales, and customer support efforts. Within Zoho CRM lives Zia, an AI-powered assistant that acts as a member of your team.

Zia uses AI technology to retrieve information, predict deal outcomes, find anomalies, and automate time-consuming, repetitive tasks. The platform responds to both text and voice commands and can interact conversationally. Just ask, and Zia will answer with accurate, up-to-date information. 

PREDICTIVE ANALYSIS

Zia assists with many tasks within predictive analysis, helping companies make data-driven decisions. One of its key uses is predicting and scoring the probability of closing current deals, allowing users to stay focused on the opportunities that matter most. Zia also predicts churn by analyzing behavior and tagging at-risk customers. The Prediction Builder tool lets users create customized Zia predictions from scratch. 

REAL-TIME ANOMALY DETECTION AND IMAGE VALIDATION

Zia finds patterns and anomalies in sales trends in real time. This allows users to act quickly on emerging issues. By analyzing emails as they come in, Zia alerts you whenever prospects or clients mention a competitor. Zia can also understand the sentiment of an email and gauge how your prospect feels about your competitor so teams can adjust their approach accordingly. With Zia Vision, images uploaded to the CRM are scanned and validated. This mitigates spam and keeps CRM information relevant. 

ENHANCING COMMUNICATION AND INSIGHTS

Zia improves email communication by pulling customer information from the internet and email signatures. Additionally, users can understand the intent and emotion behind inbound emails without opening them. Zia also offers insights into customer needs by gathering feedback from other platforms and using this to create data charts. Businesses can gauge consumer perception and act accordingly. Finally, Zia prescribes the best time to contact each customer, improving communication and keeping deals from slipping through the cracks. 

AUTOMATION AND WORKFLOW OPTIMIZATION

Zia enhances workflow by learning a team’s behavioral patterns and crafting workflow automation strategies. Teams can save time on routine tasks and reduce human error. Zia can also assign deals to the most qualified reps based on their history. Lastly, Zia helps businesses set achievable goals based on business-trend data.

CUSTOMER EXPERIENCE AND RECOMMENDATIONS

Zia boosts productivity by identifying products or services that a lead will most likely be interested in. It collects data at every touch point to create compelling sales pitches. Zia fosters customer loyalty with personalized experiences, product suggestions, and relevant next steps. For teams struggling with outdated or incomplete CRM data, Zia helps collect information missing from contacts and leads.

By revamping workflows and automating tasks, Zia users can focus on high-impact activities and core business goals. Zia is a valuable addition to any sales team looking to improve efficiency and close more deals.

Try Zia, Zoho’s transformative AI engine, for yourself, and let us know what you think at mastery@maestrogroup.co.