Zia is Zoho’s AI assistant, designed to help you work faster, make smarter decisions, and keep your data in check. It can predict which leads are most likely to convert, clean up your records, automate tasks, and even help you write better emails. All these features work directly inside Zoho CRM, without any extra tools or setup needed.
Let’s take a look at all the ways your business can use Zia:
1. Data Management
Zia helps keep your CRM data clean, complete and up to date, with:
- Data Enrichment: Fills in missing info by pulling data from reliable sources.
- Data Deduplication: Merges duplicate records so your CRM stays organized.
- Data Accuracy: Flags outdated or incorrect data and prompts you to review.
2. Sales Predictions
Zia analyzes past data to help you focus on leads and deals that are most likely to close:
- Lead Scoring: Scores each lead based on behavior and history.
- Deal Insights: Offers suggestions on when to follow up or what risks might affect a deal.
- Forecasting: Helps plan sales targets based on trends in your data.
3. Email and Communication Support
Zia helps improve how and when you communicate:
- Email Sentiment Analysis: Suggests edits if your message sounds too negative or unclear.
- Best Time to Send: Recommends optimal send times based on previous response patterns.
- Response Suggestions: Drafts replies for routine questions to save time.
4. Chatbot and Virtual Assistant
Zia’s chatbot can chat with customers on your website or app—day or night:
- Customer Support: Answers FAQs, shares product info, and handles simple requests.
- Task Automation: Books appointments, sends follow-ups, and updates CRM records.
- Always Available: Works 24/7 so customers always get quick answers.
5. Analytics and Reporting
Zia pulls valuable insights from your CRM data and alerts you when something needs attention, with:
- Custom Reports: Create detailed reports on sales, behavior, or campaign results.
- Real-Time Insights: Monitor key metrics as they change.
- Anomaly Detection: Spots unusual patterns and sends alerts to investigate further.
6. Task Automation
Zia helps streamline your work by automating repetitive tasks, with:
- Workflow Automation: Automate actions like assigning leads or sending welcome emails.
- Scheduled Actions: Set tasks to run at specific times or intervals.
- Custom Triggers: Launch certain actions based on conditions (like when a deal value is over $10,000).
7. Voice Commands
You can talk to Zia and get things done—hands-free, using:
- Voice Input: Ask to update records, log calls, or pull up reports.
- Natural Language: Speak normally—no special commands needed.
8. Continuous Learning
Zia keeps getting smarter the more you use it:
- Machine Learning: Improves predictions and suggestions based on data patterns.
- User Feedback: Adapts based on how you respond to its suggestions.
- Trend Analysis: Spots shifts in your business data early.
9. Security and Privacy
Zia is designed with privacy and data security in mind, with:
- Data Encryption: Your information is protected at all times.
- Access Control: Set who can see or do what in the system.
- Privacy Compliance: Follows laws like GDPR and CCPA.
Zia is built to make your work easier. It helps clean up data, spot the right leads, save time on emails, and more.
If you’re not using Zoho yet, it’s a good time to try the 30-day free trial and see how Zoho’s AI assistant can support your sales and workflows!
