AI-Powered Customization in Zoho CRM Made Easy
Hello everyone,
Zoho introduce a significant enhancement for Zoho CRM Enterprise users: the ability to build custom AI models using Catalyst’s QuickML directly within Zoho CRM.
As many of you know, Zia, the AI-powered assistant in Zoho CRM, provides powerful predictions and insights to streamline customer relationship management. However, some users have encountered limitations when addressing advanced requirements or maintaining full control over their data for unique AI tasks. To bridge this gap, businesses have turned to Catalyst’s QuickML, a platform designed for creating custom machine learning models.
In the past, leveraging QuickML meant exporting CRM data to Catalyst, a process that could be time-intensive and complicated. With the new integration, QuickML capabilities are now accessible directly within the Zoho CRM environment, making the process seamless and efficient.
Why use custom AI solutions with Catalyst’s QuickML integration?
Custom AI solutions empower businesses to create machine learning models tailored to their specific needs, going beyond the default insights and recommendations provided by Zia.
Let’s consider an example to see how this integration can make a difference:
Small businesses often rely on CRM for tracking customer interactions and managing deals. For instance, using patient data, they can customize QuickML to predict upcoming health trends, enabling proactive care for patients at risk of critical health issues.
By integrating Catalyst’s QuickML with CRM, organizations can:
Gain full control over data for cleansing, processing, and optimizing algorithms.
Build no-code machine learning pipelines directly within CRM, saving time and simplifying workflows.
Develop AI models tailored to complex, organization-specific requirements.
QuickML: A no-code machine learning pipeline builder
QuickML enables users to efficiently create, test, and deploy custom machine learning models. With this tool, users can:
Fetch datasets using data connectors.
Perform data pre-processing with user-friendly operations.
Build machine learning pipelines for various tasks using advanced algorithms.
Example use case: Predicting customer churn for a bank
By employing QuickML, banks can analyze customer data to predict churn rates, allowing them to take preemptive actions to retain customers and improve satisfaction.
Benefits of Custom AI Solutions:
Simplified workflows: No more exporting CRM data to Catalyst, reducing time and effort.
Enhanced data control: Complete oversight of data processing and model optimization.
Personalized solutions: Build AI models that cater to specific business needs directly within the CRM.
Availability
This feature is currently supported in the US, EU, and IN data centers.
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