The rage around AI and automation in marketing is growing at an unreal pace. And if you still believe that an AI chatbot is giving your business the edge it deserves, you need to reconsider.
With an expected 80% potential adoption of AI in sales and marketing by 2025, AI and ML are shaping the future of customer engagement and satisfaction. As a part of this dynamic shift, Zoho CRM has introduced its very own virtual assistant, Zia.
So if you are a Zoho CRM user who aims to transform your sales and customer service with automation, this is the blog for you.
What is Zia?
Or rather, who is Zia? To answer that, imagine a long Wednesday schedule. You have piles of competitor data to study and tons of email follow-ups to share, all while trying to retain your existing customers. Wish you had an assistant to take up your tasks?
If you are a Zoho user, your wishes have been met with Zia, your very own conversational sales assistant. By definition, Zia is an AI companion that employs advanced algorithms and machine learning to assist users in managing their CRM optimally. How does Zia do it?
As an integrated sales assistant within Zoho CRM, the role of Zia is manifold. Some of the key capabilities of Zoho CRM AI include:
- Data Management: Filtering, managing, and optimizing data with the help of automation.
- Customer Experience: Detailed insights into customer data for personalizing customer experience.
- Insights and Analytics: Sales forecast and customer behavior reports to foresee changes and form strategies.
- Intelligent Alerts: Alert notifications related to customer data, competitor actions, and sales trends to take proactive actions.
- Productivity: Intelligent automation to set custom workflows of routine activities, boosting productivity.
How to Activate Zia?
Setting up your CRM assistant might be simpler than hiring a new assistant in real life. Follow the given steps to set up Zia in Zoho CRM:
Access Zia Settings:
- Log in to your Zoho CRM account.
- Select Setup and go to Customization.
Enable Zia:
- In the Zia settings page under Customization, ensure the Enable Zia toggle is switched on.
Customize Zia:
You can customize Zia’s settings to suit your specific needs by:
- Adjusting Zia’s language preferences.
- Configuring Zia’s notifications and alerts.
- Setting up Zia’s behavior for specific actions.
Once Zia is enabled, you can start using the AI assistant within your Zoho CRM. Start exploring its built-in features, entering different commands, and asking questions to familiarize yourself with the AI tool.
Enhancing Sales with Zia
Beating the cutting competition when customers increasingly seek quick and personalized services can be challenging. With the introduction of Zia, a Zoho CRM sales assistant, you can turbocharge your marketing and sales efforts without dedicating hours of intensive hard work.
Here is how Zia is transforming the sales and marketing landscape for Zoho CRM users:
Sales Assistance: Commuting to work and need to update datasets? Zia has revolutionized working on the go to another level. With chat and call assistance, this Zoho AI tool allows you to view, access, and edit data, figures, reports, and charts without any complexities.
Sales Predictions: With Zia, you don’t need to worry about the future. The AI assistant predicts sales trends and customer behavior changes with near accuracy. These data-driven insights and analytics can supercharge your future strategies.
Anomaly Detection: The role of Zia doesn’t end there. This intelligent AI tool not only gives you insights but also sends you alerts related to unforeseen future changes. From competitors to clients, you can keep an eye on everyone, without having to stand on your feet all the time.
Competitor Analysis: Social listening is not the A-game for many businesses out there. But with Zia, you don’t have to worry about critical emails falling through the cracks. The virtual assistant scans through emails in real time to filter out the ones where your competitors have been mentioned. These alerts give you the leverage to respond quickly and win over your leads.
Strategy Insights: Planning a future strategy or saving an existing project from sinking, Zia has got it all covered. The AI tool studies your historical data to give you target suggestions and recommendations to achieve your current targets realistically.
Intelligent Automation: Cut through the confusion and complexities of building workflows and automation from scratch. Zia offers personalized suggestions to Zoho CRM users for building custom workflows fitting their requirements. This can give your team the speed and efficiency it needs to grow.
Improving Customer Service with Zia
Aiming to deliver exceptional customer service but failing at execution? The scope of Zia doesn’t end at sales assistance. This AI bot gives you all the necessary tools you need to build a strong connection with your audience.
Here is an overview of the capabilities of Zoho CRM’s AI assistant for improving customer satisfaction:
Data Enrichments: Managing tons of data manually can be a pain, and no one understands this better than Zoho CRM. Zia offers virtual assistance to manage virtually all your data management needs within the CRM.
Email Analysis: You can sort your inbox based on demographics and geographics, but what about customer sentiments? Let’s face it, no customer wants to wait over 24 hours to get a response to their complaint. Zia helps you prioritize your response by analyzing and filtering emails based on the intent, sentiments, and emotions behind the email.
Customer Insights: Deriving and combining customer insight reports from multiple channels not only sounds daunting but also leaves room for mistakes. With the help of Zia, you can gain detailed customer insights, behavior trends, and competitor mentions. This information can help you align your engagement strategy with customer preferences.
Engagement Recommendations: The monotony of marketing campaigns is like a radio gone bad, with too much static and clutter with no useful information. Virtual CRM assistants like Zia give you the right pitch to target a lead, helping you get straight to the point. This can help you maximize conversions as well as enhance customer satisfaction.
Prevent Customer Loss: Neglect the needs of a customer and your competitor will swoon away your audience before you realize it. Zia can help you avoid this by predicting customer churn, and alerting you for potential customer loss. Not only that, the virtual assistant for Zoho CRM also offers recommendations to improve customer retention.
Personalized Customer Service: For the rare occasions when your support team fails to address customer issues promptly, Zia comes to the rescue. The Zoho CRM sales assistant gives you precise and personalized insights into customer data to improve client satisfaction.
Conclusion
As AI technologies continue to grow, the role of virtual assistants like Zia becomes more crucial for the long-term growth of a business. Such AI tools offer automation, data insights, and recommendations to improve customer engagement.
By utilizing Zia to its maximum capabilities, the business can not only boost its sales efforts but also increase team efficiency. Such AI tools can change the way users work with CRMs, freeing teams from redundant routine activities and allowing them to increase ROI.