Zoho CRM 2024 Wrap-Up: Key Features and Enhancements You Shouldn't Miss

Zoho CRM 2024 Wrap-Up: Key Features and Enhancements You Shouldn't Miss

2025 As we step into this fresh chapter, let’s take a moment to reflect on 2024—a year packed with innovations and improvements to Zoho CRM. Over the past year, we introduced more than 100 new features and upgrades to the core platform and over 170 new extensions on the Zoho Marketplace.


Key Highlights from 2024  


Kiosk: A no-code tool that enables the creation of custom self-service interfaces for accessing and updating data on demand. Explore scenario-based tutorials to maximize its potential.


Cadences: Automate and personalize customer follow-ups with structured, sequential workflows.
Accessibility Features: Empower individuals with disabilities through 18 accessibility controls, ensuring an inclusive CRM experience.

 

For a detailed breakdown, check out our Q1 and Q4 announcement posts, along with the release notes.

 

Strengthening the Core Platform  


Zoho CRM has consistently evolved to enhance its core capabilities. Recognized as a Visionary in the 2024 Gartner Magic Quadrant for Sales Force Automation, our focus this year has been on refining automation, improving customization, fostering collaboration, and integrating AI to elevate the CRM experience.


Sales Force Automation  


Forecasting Enhancements: Set fiscal years using popular formats like the 4-5-4 calendar and adopt top-down or bottom-up forecasting models for tailored projections.


Contextual Lead Management: Cross-module filters and dynamic criteria in lookups improve lead management by showing lead histories and identifying duplicates.


Workflow Upgrades: Trigger rules based on competitor mentions in emails, reschedule actions, and leverage formula fields for smarter automation.


Improved Activities Module: Import call data and email contacts directly from related modules like Vendors or Accounts.


Customization Enhancements  


Wizards: Create Wizards quickly using existing layout fields or design one from scratch. Use summaries to review data before finalizing entries.


Validation Rules: Validate fields, display alerts, and save records while addressing errors.


Sub-form Flexibility: Add, edit, filter, sort, and clone sub-form rows directly. Assign permissions for entire sub-forms.


Webforms: Easily share via links or QR codes and embed them into blogs or social posts.


Canvas Customization: Extend Canvas designs to record creation for a consistent UI.


AI-Powered Features  


In 2024, we launched our proprietary Large Language Model (LLM), designed to address business challenges securely and efficiently. Key AI-driven advancements include:


Zia LLM: Generate smart prompts and summaries for better decision-making.


Activity Insights: Create tasks, meetings, or calls based on email commitments.


Customer Engagement: Predict optimal contact times and recommend the best next steps for leads.


Churn Prediction: Enhanced by Google Analytics integration for accurate retention insights.


Process Management & Reporting  


Blueprint Flexibility: Add optional fields and mandate Kiosks for compliance-driven processes.


Reporting Enhancements: Export larger reports, categorize data, and use quick-view filters. Dashboards now support locked views and custom filters.


Mobile Experience  


Significant updates include:


Dynamic Display: Customize how fields appear on mobile.


Record Sharing: Share records with teams or individuals on iOS.


Advanced Filters: Mobile apps now support web app filters and workload management tools.


Seamless Integrations  

Zoho CRM now integrates with Google Chat and MS Teams for instant collaboration. Enhancements to integrations with WorkDrive and Zoho Projects simplify workflows further.

Marketplace Extensions  

New additions like ABR Merge Duplicates and Google Address AutoComplete empower users to expand their CRM capabilities.

Democratizing CRM with #CRM4E  

The CRM for Everyone initiative, launched in early access mode, aims to bring every team onboard the CRM platform. Features like Teamspaces, Team Modules, and Requests promote collaboration and process ownership across departments.

 

Wrapping Up  

With the strides made in 2024, Zoho CRM is now better equipped to serve as a unified source of truth for teams. We are grateful for your continued trust and support and are committed to making Zoho CRM the go-to platform for businesses worldwide.

 

For more details visit us at pfc-group.com



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