Autumn '23 Update: Unveiling the Key Features of Zoho CRM

Zoho Corporation recently rolled out its Autumn'23 edition of Zoho CRM, a move that signaled a continued innovation for maximizing customer relationship management. This release is packed with features that offer efficient data tuning, streamlining business processes, and providing more transparency in sharing divisional data to the whole organization. So, let's dive in and articulate some of these significant updates:

'My Division' to Bring More Transparency

With the new introduction of 'My Division' in Zoho CRM, companies can now maintain data isolation across multiple departments while still achieving a holistic view of their operations. 'My Division' allows users to visualize and control data within their department, meaning leaders can understand, follow, and manage data specific to their branch.

Automation on Steroids

Adjusting and fine-tuning data files have been made even more effective with Zoho CRM. The Automated Actions feature can now implement multi-condition rules. This means that you can set up criteria that, when satisfied, automatically initiates specific actions. The Real-time Process alerts can notify you immediately when your desired criteria are met. This level of automation reduces manual effort and accelerates business operations.

Enhanced Features for CRM Users

In the newest Zoho CRM autumn '23 edition, users will find a massively improved calendar with multiple day views, color-coded labels, and an intuitive interface. Plus, each team member can now demarcate their availability with the enhanced Workplan feature. From creating customer records to updating contact details, you can do everything right within Zoho CRM's integrated email system, adding to the overall simplicity and efficiency.

These updates form part of Zoho's commitment to delivering exceptional user-friendly CRM platforms. Whether you are a manager, an executive, or a user, these features are designed to streamline your day-to-day operations, leading to increased productivity and efficiency.

Need Help in Implementing These Features?

Adopting new software updates across an organization can be daunting. That's where Consultants In-A-Box comes in. Whether you need help to implement these updates or additional training for your team, we have got you covered. As a recognized Zoho partner, Consultants In-A-Box is equipped with a deep understanding of Zoho CRM and its features.

Get in touch with us today to take your Zoho CRM experience to the next level. Ride the wave of Zoho CRM Autumn '23 with efficiency, innovation, and increased transparency across your organization.

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