Zoo One, Zoho Partner USA

All New Zoho One 2021- What’s New?

Zoho One seeks to address operational, digitization, sales automation, and retention issues that businesses face. The most recent enhancements are intended to promote a hybrid work model and experience, allowing businesses to scale even in unexpected times, further allowing for easy customization and personalization of workplaces to improve the user experience. They are jam-packed with services that will enhance collaborative productivity and employee experience by introducing applications that bridge the gap between employees, employers, and teams. Hence, preparing organizations for the future.

A Unified User Experience

All Zoho One applications now have a consistent user experience to look at and navigate through. With over 50 pre-built widgets spanning the whole corporate processes and customized on every user’s home screen, Zoho now delivers unified navigation, calendar, and dashboard. These enhancements make Zoho One’s overall experience more simplified and efficient. Third-party integrations are now unified and may be integrated into the Zoho One ecosystem, giving users access to all Zoho and third-party applications.

The New Services Now Included in Zoho One

Work Graph: Zoho’s new business software backend service maps relationships between people, resources, systems, and processes, by analyzing signals and their strength across the board to create a business-wide work graph that is unique to each employee within the company. The outcome of a work graph can be observed in users’ day-to-day productivity across multiple apps.

Org Dictionary: Another new company-wide service provides a centralized dictionary. It automatically includes the company’s employees’ names and other sources, providing a centralized and uniform diction across all Zoho applications and users.

Mobile Application Management (MAM): Zoho One now provides enterprise-grade Mobile App Management tools, as remote work has become more common. Administrators can quickly add and manage all of their users’ devices to enhance employee mobility and flexibility for improved insight and control of provisioning, individual app permissions, and rules, locking and wiping devices remotely, and more.

The New Apps Included in Zoho One

Zoho Learn: With Zoho’s course builder, businesses now have a learning management solution to create interactive training programs and exams. Businesses may better nurture employee growth by centralizing company information, training programs, and more online.

Zoho Lens: Zoho Lens delivers remote support and guidance to employees via augmented reality (AR) via real-time AR annotation, VoIP, text chat, and more to improve communication and collaboration in a remote-work environment.

TeamInbox: This shared email inbox allows teams to reduce job duplication and keep all email exchanges in one place.

Zoho DataPrep: This is a data preparation and management tool that you can use on your own. DataPrep, driven by machine learning, can help business users integrate, model, cleanse, transform, enrich, and catalog data. It can integrate with Zoho Analytics or a third party for fresh insights, whether they’re preparing data from third-party apps or other sources.

Zoho Commerce: With Zoho Commerce, retailers can quickly create online stores with the tools they need to develop a website, collect orders, handle inventory, process payments, manage to ship, market their brand, and analyze data. Third-party payment gateways are also supported by Zoho Commerce.

Zoho Payroll: Employees can be onboarded quickly, payroll processes can be automated, salaries can be disbursed online through partner banks, taxes can be deducted and businesses can stay in compliance with statutory rules. Employees can access Form 16 and submit investment evidence while tracking their payroll information. Employee data, such as work hours and leaves, can be synced from Zoho People, and journal entries are entered in Zoho Books automatically after each payroll run.

The Platform Enhancements

Embedded and Conversational BI: Embedded and conversational analytics are now available in Zoho One, allowing decision-makers to drill down into their data and gain cross-departmental insights utilizing Zia Insights and natural language commands. Critical business choices can be made with more clarity and speed thanks to the 1,500+ pre-built analytics reports and dashboards.

Enterprise Search: Natural language inquiries may now be understood by Zoho’s actionable, enterprise-wide search, which is powered by Zia. Search enabled by Natural Language Processing will result in more accurate data discovery across teams and departments.

Unified Console, Dashboards, and Smart-Stack UI: Employees can now see all of their apps, services, and dashboards in one place. The centralized calendars, dashboards, navigation, and other features are worth acknowledging.

Customizable Dashboard with pre-built widgets: Widgets containing data from around the company may be combined in a custom dashboard. This gives consumers a single view of the entire organization with the flexibility to dive down with just one click.

Integration with Telephony Providers: Since the businesses prefer flexibility in selecting apps that meet their individual needs, the Zoho One platform currently interfaces with 1,000+ third-party solutions on Zoho Marketplace. It also adds 100+ telephony providers to facilitate smooth conversations between stakeholders.

Conclusion

The new unified Zoho One can empower innovation and sustainable growth by uniting every part of your organization whether you’re a startup business or an established player working towards digital transformation.
The all-new Zoho One can successfully answer all your business needs by providing you and your teams with the proper apps, enhanced services across the apps, and expandable platforms with the right integrations to connect them.

Zoho One improves with each subsequent version. The unified Zoho One experience will continue to improve with the continuous development and improvement in this coherent framework. The recent announcement intends to assist customers in transitioning away from fragmented apps and information. Zoho developers will give you enhanced services on all platforms. 

This article All New Zoho One 2021-What’s New? can also be found on LinkedIn’s Pulse Articles

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What is Canvas View in Zoho CRM?

Let’s see how the Canvas View can be helpful in your field

In the automobile business

If you are a vintage vehicle vendor and use CRM to maintain your accompanying data: list of automobiles, client’s prerequisites, number of vintage vehicles, vehicles available to be auctioned, and more. You can customize the manner in which these items are reflected in your stock, utilizing the material.  

In the Real Estate Business

Let’s assume, you run a real estate firm and use CRM to maintain varied properties.  Using the Canvas tool, you can decide to display these property pictures, adjust the background color of the property region, and highlight the area. You can group the fields like customers’ telephone numbers/email addresses/residential addresses to maintain the records.

In the Tourism Industry

In Zoho CRM, you can make and interchange the record views between ListView and Kanban/Inventory View when needed. To use these special requirements, we have presented the Canvas View. 

Canvas View in Zoho CRM allows you to shape a customized perspective on your CRM records. You can use canvas to add and record images for better identification, apply custom buttons for addressing the fields, utilize explicit font style or size, change the alignment of field types, bunch similar field types, and much more. 

Zoho Authorised Partner will help all businesses whether small or large it will recognize the unique needs of your business that will make out the most of your investment.

How does Canvas function? 

Zoho CRM is the best customizable CRM in the market at present, for two reasons: the what and the how? 

 1.It’s easy to use 

You don’t need to be a Zoho developer or a designer to use Canvas.  Just drag and drop components onto the screen, click for designing alternatives, and that’s it!  

2.It’s exceptionally adaptable 

Canvas offers plenty of customized features where you can use various shadings, try different data arrangements, change text, add borders, shadow, radius, padding, edges, embed background pictures and much more.

How does Canvas help? 

Canvas empowers clients to construct a CRM that they like.  

1.For a cleaner and conveniently usable CRM interface:  

Salespeople spend a lot of their working hours on Zoho CRM. It just bodes well to give them a CRM that they love to use. With Canvas, clients can assemble a CRM that is flexible to work with and is easy to navigate.  

2. For your industry, genuinely yours:  

Every industry is unique and each business is diverse. Canvas helps clients with creating an image. If you are in the tourism industry, your CRM account can contain specifics like recreation, sports & adventure, amusement and holiday trips. You can add a charming perspective by adding pictures of the destination and adventure sports, adjusting the depiction of the area directly underneath the picture, you can choose a font color that emphasizes the picture to catch the client’s eye and utilize some custom field buttons to depict different travel modes.

Design and Build Canvas View 

Zoho CRM permits you to choose from a variety of pre-designed templates and customize them as indicated by your pre-requisites or construct a template without any preparation utilizing the design tools accessible in canvas. You can design and build a canvas view by following the given steps: 

Step 1. Create Canvas View

You can make a canvas view for both standard and custom modules, with the exception of the Activities module.   

  • Sign into your CRM account and select an ideal module. 
  • Press the Canvas View Icon. 
  • You will be diverted to the Canvas View page.  
  • Press ‘Create Your First Canvas View’ to proceed. 

Step 2. Choose a design template or build your own canvas view 

When you decide to make a canvas view for a module you can do both of the accompanying for making a design template: 

To choose a template

 Zoho CRM allows you to browse a variety of pre-characterized templates.

  • In the Choose Template page, select a category from the accessible choices. You can browse People, Organization, Deals, Product, Help Desk, Real Estate and Automobile.  
  • Pick and click on a Template. 
  • In the Field Mapping page, select a field and pick any field starting from the drop rundown to which you need to plan. 
  • Click Next, to proceed. 
  • Then, you will be diverted to the Canvas View Builder page to plan your design. Click Save. 
  • Enter the desired name for the Canvas View created.

  To build your own view 

  • In the Choose Template page, click Blank Template. 
  • In the Canvas View Builder page, plan your design. 
  • Simplified the Fields into the clear layout by dragging and dropping into blank template.
  • For instance, Account Owner, Account Name and so forth 
  • Alter the template design. 
  • Allude to the beneath layout editor table for designing subtleties.

Step 3. Review the format 

When the format is complete, you can review and make any improvements prior to saving. 

Step 4. Offer the canvas view 

You can decide to share the canvas view that you have made. You can share the view either with all the CRM clients or choose a few. The CRM clients can be grouped by jobs, groups, clients, or subordinates.

To share the canvas view

Once the canvas view is created, click Save,

Enter a name for the view.

In Share this with, choose either of the following:

  1. Only me

2. Everyone

3. Selected users: In the Select Source type, you can choose and add users from either Groups, Roles, Roles and subordinates or Users.

4. Click Save. 

Manage, Edit, and Create Additional Canvas View 

You can alter a canvas view that has been made and make more than one canvas perspective for a module. 

To alter and make canvas view 

  •  In the Module page, go to Canvas View and click Manage from the drop list. 
  •  In the Manage Canvas View page, pick either Edit, Clone, Share or Delete. 
  •  Click Create Canvas View starting from the drop to make another view in the module. 

Replicate Canvas View 

You can make a canvas view from the canvas perspectives that you have effectively made. The My Organization Canvas option shows the canvas perspectives from every one of the modules and you can choose the one which you wish to replicate. 

To choose a current Canvas view 

  • Choose a Module and click Create Your First Canvas View. 
  • In the Choose Template page, go to the My Organization Canvas and select a canvas view from the shown list. 
  • You will be redirected to the Field Mapping page.

Conclusion

You can design how your CRM records are displayed. Also, with Canvas, Zoho Developers of Zoho Consulting offers every one of the features to help our clients discover their unique style. So, catch the new wave and enable yourself to serve your clients with the best deals of Zoho Consulting.

This article What is Canvas View is also posted on LinkedIn Business Articles.