Zoho CRM Canvas: A Revolutionary Approach To Help Customers Extract More Value

Zoho recently unveiled a revolution in its CRM platform, the Zoho CRM Canvas. This is a unique design studio for CRM that fundamentally changes how businesses view their customers, and helps maximise the value that users get from customer relationships. It aims to deliver a highly contextual and customizable CRM experience to users.

About Zoho CRM Canvas:

Canvas offers significant flexibility for users to visualise sales data. Zoho designed it to be flexible enough for any business in any industry to customize it to its needs. It allows users to display data in the way they want, using colors, logos, charts, and images that speak to their unique business needs.

Not just a tool for aesthetics, Canvas combines technology and business processes into top-notch visualizations that bring actionable data to the forefront. It augments the presentation of your CRM data in a more accessible and comprehensible manner, increasing your team’s productivity.

Advantages of Zoho CRM Canvas:

Zoho CRM Canvas brings significant benefits to teams, from daily users to decision-makers. Its visual-centric approach offers a much-improved user experience. The Canvas designer interface lets you revolutionize records according to your preferences. It offers four key customisations - the summary, canvas view, mobile layout, and print templates that can change the way you view your CRM data.

Moreover, Canvas reduces training time for new team members. It adjusts to your business language and processes, thus, providing a natural interface to work with.

For the decision-makers, it brings improved data visibility with its data chart feature. You organize and visualize critical information right at the top of the screen. Plus, it directly reduces the time spent on mundane data entries and increases time spent on strategizing, planning, and customer interactions.

The Zoho CRM Canvas Certification:

Zoho also announced a new 'Certified Canvas Designer' program to enable Zoho CRM users to become proficient in Canvas design. If you want to become a Certified Canvas Designer, you need to pass both an online exam and a practical evaluation conducted by Zoho.

This certification program helps businesses build a team proficient in designing CRM with Canvas so that they can design and deploy designs unique to their business processes and industry needs.

Does all this sound intriguing and beneficial? Yet, you are unsure how to go about implementing it? Do not fret, because Consultants In-A-Box can be instrumental in this journey. We can guide you through the complex task of implementing and customizing Canvas specific to your needs.

To learn more about how you can become a Canvas Certified Designer or implement Zoho CRM Canvas in your organization, Consultants In-A-Box is the way to go. Contact us today for a comprehensive approach in making the most of Zoho CRM Canvas.

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