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Introduction of Canvas for Zoho CRM | Encaptechno

Introduction of Canvas for Zoho CRM

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Introduction of Canvas for Zoho CRM | Encaptechno
All industries function in a way that is very different in many aspects. There is no one size fits all approach. The companies should be able to modify the CRM design to suit their needs after a purchase has been made. This is where customers can control their experience completely. Zoho CRM is a giant that has created a new benchmark for customization.

With Canvas, Zoho plans to offer the best possible consumer experience that there is. The customers can create their own experience using Canvas. Zoho introduces Canvas as a design so that the customers can redesign the visual interface of Zoho CRM services to suit their requirements.

Using Canvas, users can remodel the look and feel of their CRM without writing even a single line of code since a simple drag and drop interface is used. Canvas creations can immensely improve the end user’s experience that helps in increasing productivity and morale. It sets the precedent for users to experience autonomy where the user can control the experience with the product.

In this blog, we will get to know all about Canvas and everything it can do for CRM.

What is Canvas?


Canvas is a design studio that is built into the Zoho CRM. The customers can redesign the user interface from an entirely blank canvas using Canvas. It offers a better CRM user interface and supports a wide range of formatting options that help companies to re-imagine the look and feel of any module down to small details. This is how the data meets design.

The use of Canvas is similar to photoshop for databases but it is much more nuanced. Canvas completely understands how the modules, fields, buttons, and related lists in the interface get created. Hence, it offers a much more thoughtful and contextual designing experience for the customers.

You can think of Canvas as a unique tool by Zoho CRM, something that no other CRM vendor has ever considered creating. Zoho has actually pioneered the design autonomy movement allowing the customers to curate the user experience that they are looking for. With the use of Canvas, Zoho CRM has become the most customizable CRM in the market.

Canvas as a no-code design platform is one of the most powerful things to change your Zoho CRM user experience from a visual and a functional perspective. It is a simple user interface management platform that is created into the native CRM system and is applicable in various ways of the CRM. The UI can be customized with the following CRM pages using Canvas.

A unified user experience can be created at various engagement points across platforms with internal CRM, partner portals, and self-service customers. Finally, regardless of the fact if they are your customers, partners or employees, all of the groups that work with a consistent UI when it comes to page design, look and feel, yet the data organized in all layouts can be customized based on various functions and requirements.

Working of Canvas


Canvas helps companies create a custom view that is readily available as an option along with the default views. The customers can click to create a new Canvas view from a listing page or the record page so that a blank canvas is opened as the powerful editor. Some of the things that are responsible for making Canvas stand out are:

1. Right Information in the Right Place

Customers can look for all the related lists, fields, and buttons available on the left side of the menu in editor mode. This actually means that no information is lost and all associations will remain intact just the way they are. 

Canvas plays the role of helping users change the appearance of Zoho CRM with multiple design variants.

2. Drag-and-drop Interface

There is no need to become a programmer or even a designer for using Canvas. You just need to have good design taste. Canvas is the first CRM design studio that also comes with a drag and drop interface to offer a much-simplified design experience for everyone. 

With the editor, users can easily choose some components from the left menu, drag them on the interface, drop them at the desired location, and then finally click to see available formatting options. It only takes a couple of clicks to create a new design.

3. Formatting Options

Canvas provides many formatting options for playing around with so that the companies can find the exact style that fits their team the best.

Right from changing the shape of the contact image or the color of a button to changing the padding, the shadow, and the width, Canvas enables the users to make sure that all details are suitable for a personal view.

4. Templates

Templates
Canvas also comes with a set of templates that the customers can choose in case they want a good start with their design or in case they are looking for inspiration.

The templates can be easily customized to a wide range of industries and they can also be changed to suit the customers in an improved way.

5. Uniform Design All Over Modules

Canvas is a no-code design platform that can be easily copied to other modules for maintaining a uniform design and color style.

Almost any detail that is not associated with the new module can be easily reconfigured at any time. This leads to a uniform design across all possible modules.

How Does Canvas Help Users?


Canvas plays an excellent role in helping companies experiment seamlessly with multiple designs taking input from the salespeople and other end users. These are the people who end up spending a large amount of time using the Zoho CRM.

 The admins can easily remodel the list page and detail page of all modules so that everyone’s needs are solved on the basis of suggestions. Canvas can effectively solve important challenges that businesses face in the present day including lack of personalization, employee experience, and complex implementations.

Canvas is the first CRM design studio that helps the users in the following ways:

1. Creating Personalized Instances:

Canvas is responsible for helping companies design a version of CRM that suits the industry and the working culture. Administrators can easily design views with fields, buttons, lists, and labels that are relevant to business so that the end-users can get the maximum results out of Zoho CRM. The customers can also enjoy tailored experiences of a vertical CRM that comes with all possible capabilities of a general-purpose CRM.

2. Enhanced Employee Experience

Using Canvas as a no-code design platform, companies can easily build a CRM that is easy to work with. The users can create views with a minimal design and great colors that are soothing for the eye and the mind. The customers can also highlight, record, hide, and reposition fields, lists, and buttons for helping salespeople work much better.

3. Removes Complexity

Canvas makes it very simple for businesses to get started with the Zoho CRM. The implementation phases including extensive training, data prep, and onboarding experiences need less time and effort all thanks to a simple and customized design. Successful implementation is necessary for reducing any complexity of the system while ensuring that there is high usage and streamlined ROI.

Canvas Serves the Purpose of Everyone


Canvas is literally for everyone. It helps in the following things.

1. Collaborative Selling

Collaborative Selling
The companies can effectively share their Canvas views with the vendors, consultants, and partners with the use of various portals. The sales process can also become increasingly collaborative where different parties need to get involved at various stages of a sale. Canvas helps in facilitating this collaboration.

2. Superior Self-Service

It is a well known fact that millennial customers are highly protective of their data and the option of self-service is appreciated much more. The customers can fill in important information and review it directly in the company’s very own custom Canvas creation which improves the overall experience considerably.

3. Thriving Community


Thriving CommunityCanvas is a one of a kind first CRM design studio where the customers can create new Canvas views and share them with the community. In this way, other businesses can use them as well. With Canvas, Zoho CRM works to create a community of designers who can submit, edit, and implement templates very similar to the community WordPress created for websites.

Canvas sets the precedence of UX Rich Autonomy


Zoho plans to introduce Canvas to the entire Zoho CX suite and finally to complete the product range. In this way, the companies can enjoy the Zoho environment with a design all across the board. When the companies have greater control over the user experience, the results are incredibly beneficial for the end-user, organization, and even the vendor.

Conclusion


Zoho CRM is on a mission to make sure that the specific needs of all industries, companies, and teams are met with the use of Canvas. As Zoho CRM continues its journey to pioneer the new era of personalized CRM, continuous work is being done on user experience enhancements focused on making it simple for end-users to keep using Zoho CRM. Canvas – the first CRM design studio is an example of that.

Zoho claims that this is a journey that never ends and it is in it for a long time. This is one of the major milestones of Zoho for creating a high standard of CRM experience and the company continues making changes.

Encaptechno works as a Zoho consultant offering all the services that make the customer experience an improved one. In case you want to know more about working with Canvas, get in touch to know more.

 

 

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Focus on Converting Leads With Advanced Filters of Zoho CRM | Encaptechno

Focus on Converting Leads With Advanced Filters of Zoho CRM

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Focus on Converting Leads With Advanced Filters of Zoho CRM | Encaptechno


The Advanced filters in the online Zoho CRM system, are one of the greatest ways to understand the ways in which CRM works while discovering important insights in no time. It is a powerful search tool that allows you to extract valuable sales information which could otherwise take much longer to find out.

What’s key to understand here is that by the use of a regular filter, the search is based on field values. For example, all leads who are from “Los Angeles”. Now, this is very straightforward and simple.

However, with the advanced filters, it becomes easy to run advanced searches based on the activities associated with records such as leads that have no open activity associated with them. You can base your search on many advanced factors and get results.

To understand the advanced filters of Zoho CRM better, let’s consider an example.

Example: Let’s say that you work in a company called “Pioneer” and your CRM system has been able to get a decent number of leads over the last six months. Even though you have followed up with most of these leads, there is a possibility of a deal that is hidden somewhere amidst these leads and did not respond the first time. Now if only you can pull up this idle lead quickly and follow up again, you will be satisfied.

In another situation, let’s say that you have some leads that are waiting to be closed by the end of the month, but you suspect that the tasks associated with the deals are still pending. Only if you will be able to pull these deals in just one click, it would make sense.

In yet another situation, let’s say that you offer a live chat service to the customers from your website. Imagine that there was a way in which you could pull up the complete list of customers whose chat requests you missed in the past week.

All the three situations that are mentioned above require details that could take a long time to be drilled down using the reports. However, using the Zoho CRM customization and advanced filters, it can become easy to get this information instantly.

This is possible because other than the record details such as First Name or the Phone Number, advanced filters include a wider range of criteria for you to base the search on such as email activity, website activity, activity status, notes, scoring rules, etc. Using an intelligent combination of these factors, you can easily pull out the important records as discussed in the scenarios above.

Filter Records Using Advanced Filters

For filtering the records using advanced filters, the following steps must be taken.

  • Go to the module that you want
  • Choose the required module list view.
  • In the Filter (Records) By, select the desired combinations. You can also choose any number of search combinations as required.
  • Click on Apply Filter and the records that meet the criteria will be shown.
  • You can choose the records and assign suitable follow-up activities or run macros on them as well. You can also save the filter for future use.

After you have saved the filters, you will be able to see the overall number of records in every filter that will be updated in real-time. You will be able to see the number of records in every filter that will be updated in real-time. For example, you can save a filter in the Leads module called “Idle leads”.

Right when the number of records matching the filter’s criteria differs, the updated count can be displayed beside the name of the filter. This can help in quickly getting a snapshot of the volume of records under each saved filter and prioritize your actions accordingly.

Using Advanced Filters Effectively

Below are some of the common sales scenarios in which you can effectively make use of the benefits of advanced filters in the online Zoho CRM system. It must be remembered that these are just examples. There are some scenarios you can come up with depending on the combination of the search criteria.

1. Explore All Unused Leads

You can work on a new set of leads almost every week. With time, you lose track of the leads that needed a second or third follow-up. 

Among the idle leads, there may be a great deal waiting for you but only if you follow up on it. The advanced filters can search records for you within a few seconds only.

2. Discover All Records For Conversions

You can also be aware of all chances of converting a lead and winning a deal with the Conversion Prediction by using Zia. Although this will make it simple for you to prioritize the leads and deal with high chances of conversion, you can also explore the ones you thought had less or no chances of conversions, but are trending now.

Using the advanced filters, it is possible to pull leads and deals that are trending recently with better chances of conversion than ever before while ensuring that there is no opportunity missed.

3. Track Sales Activities

You want to keep a track of all the sales activities as well as that of the subordinates. Using advanced filters, you can narrow the deals to which there is no activity associated with the next month but the closing date is still within the present month. You can also add the potential amount as a different criterion which can further narrow down the search.

To go a step ahead in this Zoho customization, you can also mention the potential amount. If you get a list of records for deals that are worth more than a certain amount to be closed this month but for which that are overdue activities then you must pay attention. Other than the overdue tasks, you can also filter the information about deals.

You can filter the information by deals closing this month but no activity, notes, and emails associated with them, and deals that have been lost which may want to reopen, and a follow-up. The advanced filters make it easy for sales managers to hunt down cases and act on them.

4. Filter Contacts Based on Deal Stages

Let’s imagine that you are looking to send emails and other relevant documents to those contacts that are in the value proposition stage. You can manually search for each contact that is in the stage that is consuming time. 

 

Using the advanced filters in the Contacts module, you can choose the contacts easily. The contacts that match the criteria will be displayed in this way. You can also choose all these contacts and send a mass email, take bulk action as needed, and update records.

Tracking Records Based on Campaign Responses

Anytime you filter records based on the responses to the recent campaigns, you will be able to approach the potential customers in a much better way with a refined message based on their response.

Let’s say that all the recipients that were targeted in the recent campaign have opened the email and clicked on links in the email. You can also be sure that they are in need of your offering and are also interested in understanding what you want to offer. With the final push, you will be able to effectively convince them and help in making a good decision.

All contacts who have either just opened your email or clicked on the link that are listed are your prime prospects to be convinced and converted into your business. You can use the below-mentioned filters:

1. Time Tracking Filters

The advanced filters Zoho customization includes a set of time tracking filters whose purpose is to easily let you filter the records that have been worked on or not worked on in the specified time period. 

For instance, you can effectively filter the leads that have been untouched for the last 5 months. For doing this, you can use the time tracking filter called “Untouched Records” so that you can get a picture.

2. Act on Insights Discovered

The advanced filters do not just enable you to discover the quick insights but also follow up on the results obtained. For example, you have discovered the potential leads that go unnoticed that need your attention but now what? 

When you filter the records, advanced filters let you act on them instantly. Quick actions can be taken on records such as Macros, Mass Update, Assign Owner, and so on. From this page, you can follow the records instantly.

Filter Records With Visitor Tracking Information

Having a website pays off only when you are able to track who is visiting that website and make your insights about how people use the website when they visit, and what actions they take. This is key information that helps in serving the visitors better and convert the visits to the customers.

The use of advanced filters in CRM helps in making inferences about leads and contacts who visit the website with the help of a visitor tracking parameter. You can filter the contacts and leads based on fields such as the time spent on the site, chats missed, browser used to track the site, and so on.

Some of the situations in which visitor tracking information could help in making important inferences include:

1. Following Up With Contacts

If you have a list of contacts who are at a stage of conversion and out of these contacts, you are closing deals this month then you can do a more detailed search by choosing a potential amount for these deals. 

Some of the contacts may have messaged you on chat as well but you might as well have missed these messages. With the advanced filters, you can filter out these contacts easily.

2. Tracking Leads Based on Time

It is possible to track the leads based on the average time spent on the website. This is also an effective way of converting leads to deals. 

When the leads spend time on the website, you can know that they are interested in getting converted. You can take the right steps needed to trace them.

3. Tracking Leads Based on Email Address

You have filtered the contacts based on the stages in the pipeline of sales. The sales managers can track the progress that their sales representatives have made by entering the email address of the sales representatives who have attended to specific leads. 

If you want to search for leads associated with a name called Alan Grey then you have to enter the email address of the sales representative who was dealing with Alan Grey.

4. Browser Compatibility

When the leads are filtered based on which browser your leads have used, it becomes easy to enhance the design of that website for that browser. 

For instance, you are looking for leads who have used Google Chrome to access the website. In case a large number of leads are found through the filter, you can enhance the browser compatibility.

Conclusion

The sales process can become remarkably smooth when you focus on converting leads with the advanced filters of the Zoho CRM. These filters are made to make the job of sales professionals much easier and effective.

In case you need any further support to understand the use of these advanced filters then get in touch with our experts at Encaptechno for assistance.

 

 

 

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