Zoho and AI: What You Need To Know
Enjoy this replay of demonstration of the latest AI tools in Zoho CRM that will improve productivity and increase profits in your business presented by Gene Marks and Constantino Papadopulos from The Marks Group.
Topics covered include:
-An overview of AI: terms to know and key considerations before investing
-Setting up Zia (Zoho's AI tool)
-Data Enrichment - how to use AI to make sure your data is always up to date
-Best time To Contact - how Zoho uses AI to determine when you should be reaching
out to a prospect or customer
-Prediction – how to use Zia to automate process management by predicting field values in CRM.
-Using Zia to create macros and workflow in Zoho based on CRM repetitive tasks and activities.
-Generative AI In Zoho - Configuring Zia to answer questions like: show me my open quotes, what quote has been open the longest, how many leads converted last month, show me a list of customers located in Philadelphia, show me a list of customers that do not have scheduled follow-ups.
Reach out to us at [email protected] or check out our website https://marksgroup.net for details about how your business can run Quicker. Better. Wiser.
Check out all our CRM resources: https://www.marksgroup.net/crm-resour...
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