The Power of Canvas for Zoho CRM®
Zoho is revolutionizing the CRM experience with a powerful new tool: Canvas for Zoho CRM. Canvas is the industry’s first no-code, drag-and-drop CRM design studio that allows you to completely customize the layout and appearance of your modules. In this blog post we’ll take a look at how this feature can help your organization save valuable time, money, and resources through better data management.
What’s So Special About Canvas?
CRM systems have always allowed some degree of customization in the past, but this rarely extended past the ability to add a logo or change the color of a banner. What Canvas does differently is allow for complete customization of every aspect of Zoho CRM, even giving you the ability to make unique layout designs for individual roles. This allows you to not only bring brand unity into your CRM, but also make it fully customized to the different goals, methods, and requirements of your teams.
What Can Canvas Do?
On a deeper level, Canvas acts as a data filter by enabling organizations to prioritize data points and set security permissions for different employees. So if a company has employees in sales, warehousing, customer service, and tech support all using the same CRM system, Canvas for Zoho CRM can present different data points based on an employee’s login. A single customer profile, for example, could have around 200 data points tracking everything from contact information, to past purchases, to current orders, to recent phone calls. Every team is going to have a preference not only for how the UI elements are displayed, but also for what information is presented. The customer service team, for example, might find it helpful to see a customer’s past complaints at the top of their CRM module, while the sales team might prefer to see how long it took a customer to decide on their last purchase, and warehousing might want to see their outstanding orders first. Canvas for Zoho CRM allows you to provide the right information to the right people at the right time, saving your employees valuable time and allowing them to focus on what really matters.
How to Use Canvas
Canvas for Zoho CRM is very intuitive and easy to use. If you've used Adobe Indesign before, you’ll feel right at home with Canvas. Zoho maintains a catalog of premade templates for you to choose from, and with Canvas’s intuitive interface you’ll be able to design your first layout on day one. However, larger organizations with several departments and a wide range of roles may require extensive coordination to update their CRM with Canvas. If your company is interested in utilizing Canvas for Zoho CRM but doesn’t have the time or resources for a proper implementation, then Makse Group is here to help. Contact us now to speak to a Zoho expert today!
