Maximizing Business Efficiency with Zoho CRM's Signals Feature

17.10.23 02:20 PM By CreatorScripts

Key takeaways

🚀 Signals in Zoho CRM provide real-time notifications of customer interactions, improving timely communication and enabling efficient follow-up.

🌐 You can track customer interactions across various channels and receive signals from integrated third-party applications through APIs.

📈 Signals help you prepare for customer interactions by providing details like web pages accessed, time spent, and areas of interest.

📧 Zoho CRM offers default signals through integration with Zoho products such as Email, Calls, Surveys, Campaigns, SalesIQ, Desk, Backstage, and Webinar.

⚙️ You can enable or disable signals in Zoho CRM by going to Setup > Channels > Signals.

📨 Types of signals include Incoming Email, Email Insights, Call, Survey, Campaign, SalesIQ, Desk, Backstage, and Webinar.

🔔 Signals notifications are accessed by clicking the Notifications icon (bell icon) on the top-right corner of the Zoho CRM home page.

🏆 SalesSignals notifications can be configured and viewed in Zoho CRM to enhance customer engagement and sales.

📚 For more details, refer to the Signals - An Overview in Zoho CRM's help documentation.

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The Digital Age: Instant Access and Instant Responses

In today's digital age, the internet has empowered customers with instant access to brands. This immediacy has shifted the dynamics of customer-brand interactions. Customers now expect instantaneous responses, and brands are faced with the challenge of managing a barrage of notifications from various touch points. Whether it's inbound calls, live chats, emails, or interactions on social channels, the demand for prompt attention is ever-present.

Modern Problems, Modern Solutions

As the adage goes, "Modern problems require modern solutions." This is where Zoho CRM's "Signals" feature comes into play. Signals is designed to keep brands in the loop. It provides timely notifications about crucial email interactions, such as which emails have been clicked, opened, or even bounced. But its capabilities don't stop there. Signals also alerts brands about missed sales calls and captures invaluable survey responses. With this feature, missing out on essential interactions becomes a thing of the past.

A Centralized Notification Hub

Zoho CRM's Signals offers a centralized hub where brands can access all relevant notifications with just a single click. This consolidation ensures that brands receive real-time updates about all customer interactions in one unified place. With such insights at their fingertips, brands can analyze customer behavior more effectively and tailor their responses to meet specific needs.

Customization and Noise Filtration

Taking customer interaction management a step further, Signals allows brands to select specific applications integrated with their CRM account. Brands can also choose the exact notifications they wish to receive. This level of customization acts as a filter, eliminating unnecessary noise and distractions. For instance, brands can opt-out of receiving non-essential notifications like unwanted Facebook likes, ensuring that their focus remains on meaningful interactions.

Revolutionizing Customer Interactions

With the introduction of Signals in Zoho CRM, brands can revolutionize the way they engage with their customers. By staying notified and informed, brands ensure that no opportunity slips through the cracks. In this era of digital immediacy, Zoho CRM's Signals is the tool that brands need to stay ahead of the curve and deliver unparalleled customer experiences.

Creating a Custom Signal

🛠️ Zoho CRM allows you to create custom signals for notifications.

📲 You can trigger custom signals using functions or APIs from third-party applications.

🖼️ Customize the appearance of your signal as a widget or use the default view.

📝 Follow these steps to create a new signal in Zoho CRM:

Label: Specify the display name for your signal (mandatory).
Service: Choose the third-party app for which you want to receive notifications.
Namespace: A system-generated identifier for triggering the signal.
Signal icon: Select an icon for your custom signal.
Trigger Signal via: Choose to invoke the signal through an API or function.
Function: If using a function, select from available "Signals" functions or create a new one.
Webhook URL: Register the webhook URL for the function that triggers the signal.
View Signal Details through: Decide whether to view the notification in the default view or through a dedicated widget.
Widget: If using a widget, select from available "Signals" widgets or create a new one.

💾 Save the custom signal to add it to the list of signals on the Signals Settings page in Zoho CRM.

Type of Signals

Different types of signals are available, including Incoming Email, Email Insights, Call, Survey, Campaign, SalesIQ, Desk, Backstage, and Webinar.

Signal for	Displayed when
Incoming Email	Mails are received from leads, contacts, or potential customers. The Incoming checkbox will be selected by default on enabling Email.
Email Insights	A lead, contact, or potential customer opens an email sent from CRM, clicks a link in the email, or when the email has bounced. The status of the email can be "Opened", "Clicked", or "Bounced". The Signals notifications for Email Insights can be enabled only if you have enabled Email Insights under Settings > Setup > General > Email Settings.
Call	Missed calls are received from leads, contacts, or potential customers. You must activate Zoho PhoneBridge integration in Zoho CRM to enable the Signals settings for missed calls.
Survey	Survey responses are received from leads, contacts, or potential customers. You must integrate Zoho CRM with Zoho Survey Integration to enable Signals for survey responses.
Campaign	A lead, contact, or potential customer opens an email sent from an email campaign, clicks a link in the email, or when the email has bounced. The email status can be "Opened", "Clicked", or "Bounced". You must enable the Zoho Campaigns Integration to enable Signals for campaigns.
SalesIQ	You receive missed chats from leads, contacts, or potential customers. You must activate the Zoho SalesIQ integration to enable Signals for missed chats.
Desk	New support tickets, comments, or responses are received from leads, contacts, potential customers, or customers. You will also receive SalesSignals notifications for support tickets that are overdue or escalated or when a new rating is provided by a customer for a support personnel. You must activate the Zoho Desk integration to enable Signals for support tickets. Note: You can filter the Signals notifications for new tickets, comments, and responses based on leads, contacts, or potential customers.
Backstage	You receive a notification when tickets are purchased and when the attendee checks in to the event or if the ticket is cancelled. You must activate the Zoho Backstage integration to receive backstage notifications.
Webinar	You receive a notification when registrations are made. You must activate the Zoho Webinar integration to receive notifications.

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No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India.

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Zoho CRM is best for small to medium-sized businesses looking for a cost-effective and customizable CRM solution. It's also suitable for businesses in a variety of industries, including sales, marketing, customer support, and inventory management.

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No, Zoho is not using SAP. Zoho is an independent company that develops its own suite of business and productivity tools, including Zoho CRM.

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No, Zoho CRM is not completely free. While Zoho offers a free basic plan, more advanced features and higher user limits are available with paid plans.

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