Zoho makes CRM software better and more personal

Zoho CRM is yet another in the vast range of enterprise focused tools from the company

Zoho Corporation has introduced Canvas, a useful enterprise-focused solution that lets businesses create CRM interfaces to build better customer experiences in Zoho CRM.

Building a consistent experience

Canvas is the solution as it empowers enterprises to build CRM solutions relevant to specific employee roles. The problem it solves is one of complexity.

CRM systems can become too complex for most employees and personalising them for each employee’s role costs money and time. This leads to a vicious circle in which employees get turned off through using the CRM, productivity drops and the end customer experience suffers.

Canvas for Zoho CRM lets businesses build CRM interfaces better suited to the role of each employee. It helps simplify complex CRM implementations into streamlined and contextual employee-facing experiences.

What Zoho said

“A lot of CRM software already offers an abundance of personalisation for customer experiences, but the same is not true for employee experiences. As a result, everyone’s using the same system and paying the productivity tax for no reason.” said Sridhar Iyengar, Managing Director, Zoho Europe.

“Imagine a reality where the system is tailor-made for each employee’s role. That is true all-around personalisation, and that’s what we’re bringing to market with Canvas. We believe it’s a more natural solution to the challenge of software adoption. Our ultimate aim is for businesses to create enterprise-wide software experiences with consumer-grade simplicity.”

What Zoho customers think

The company provided some customer testimonials.

Darren Burn, Group CEO at OutOfOffice.com said: “Once we started using Canvas in our Zoho CRM account, we were able to get the most important data onto the top part of the screen. Canvas ensures that the most relevant customer information is prominent for our team, and allowed us to make our dashboards more visual for them. What I really like about this feature is the ability to be in control of our business processes with a cleaner CRM interface. There is no longer a one-size-fits-all approach for every business and Canvas from Zoho CRM offers just the flexibility we need!”

Liz Miller, VP & Principal Analyst at Constellation Research says: “Solutions like Canvas turn the paradigm of teams conforming to tools on its head. Canvas is for teams as personalisation and engagement optimisation engines are for customers—creating contextual, personalised and relevant environments to elicit valuable outcomes. Instead of learning how to work with CRM, Canvas empowers organisations to design a user’s experiences with CRM based on how individual teams want to and need to work”

Paul Greenberg, Founder, Managing Prinicipal of The 56 Group: “An organisation’s customer experience can be impacted by the employees’ experience and the tools they use. High platform complexity and low adoption can affect employee engagement and drive down the ROI of CRM implementations. This is a universal problem.” said Greenberg.

What it brings

Canvas is designed to work with Zoho’s CRM. Its capabilities Include:

• Drag and Drop Editor
• Template Gallery
• Companies can create views that are relevant to their industry, their work culture, their sales process, and more.
• Customers can also share Canvas creations over portals and create a better experience for vendors, stakeholders, and more.
• Role-based assignment – assign different views based on roles, responsibilities, and teams.
• A range of formatting options.

Canvas will be available across paid editions of Zoho CRM, at no additional cost. The company plans to implement Canvas across all its extensive range of enterprise-focused products, empowering businesses to build consistent user experiences across all the products, which fits tightly into the vision of digital transformation that makes life easier, rather than more challenging.

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