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This article shows you how to intelligently optimize CRM data, the content is concise and easy to understand, can definitely brighten your eyes, through the detailed introduction of this article, I hope you can get something.

Zia is an AI-driven sales assistant for Zoho CRM customer relationship management systems. Zia optimizes your CRM data through data mining and machine learning to provide critical business information, such as sales forecasts, recommendations, and alerts. Zia not only makes a comprehensive analysis based on the information entered into the system, but also studies how each salesperson uses Zoho CRM. Through Zia, you can actively understand customer behavior in order to provide personalized marketing activities and services to improve sales performance.

Let's talk about a few specific scenarios:

"conversation" with Zia

You can chat with Zia (your smart sales assistant) in Zoho CRM and get answers to all your questions immediately. For example, if you are suddenly pulled into a team meeting and you want to quickly find out how your pipeline is doing this month, all you have to do is chat with Zia and ask, "Zia, tell me about the deal reached this month in stages." Zia will extract the information for you immediately. As a true sales assistant, Zia not only saves you time, but also immediately provides you with any information you ask in Zoho CRM.

Schedule the best time to contact the customer

Zia recommends the best time based on actions performed by the contact itself or responses to your email or phone call. Suppose your contact visits your website and leaves a message. The system automatically reads the time stamp of this activity or when the contact opens the email, clicks on the link, or replies to the email and records it. Similarly, it records the time when the contact replied and did not reply to your call. Based on this data, Zoho CRM intelligently gives you the time when your contacts are most active in communicating with you every day of the week.

Trend analysis

Reports and statistical charts play a key role in the CRM customer relationship management system, helping you track your sales process and productivity. However, it is a thing of the past to dig deep into multiple reports and refer to different statistical charts to see how long it will take to reach a business. Zia introduces artificial intelligence to your CRM analysis through trend analysis. You can now view your business trends and team performance through trend statistics charts. Based on the data currently used in the past, the trend statistics chart sub-pattern shows key sales indicators. In addition, Zia automatically detects and informs you of any anomalies in the pattern. A sudden rise or decrease that differs from the normal performance of your business is called an anomaly. She captures these anomalies and sends you a notification in a timely manner.

The above is how to intelligently optimize CRM data. Have you learned any knowledge or skills? If you want to learn more skills or enrich your knowledge reserve, you are welcome to follow the industry information channel.

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