Zoho claims that data and workflow customisation may render a CRM system too complex for most employees and personalising the CRM for their role involves too much development effort and cost.
As a result, productivity drops, employees are disengaged, CRM adoption struggles, and return on investment (ROI) can suffer.
Companies can avoid these issues by deploying Zoho Canvas.
From planning and creating customer experiences to delivering and evolving them for the future, Zoho CRM helps organisations to achieve employee productivity, improve stakeholder collaboration, and increase customer success.
"A lot of CRM software already offers an abundance of personalisation for customer experiences, but the same is not true for employee experiences. As a result, everyone's using the same system and paying the productivity tax for no reason,” explains Zoho chief operating officer Mani Vembu.
"Imagine a reality where the system is tailor-made for each employee's role. That is true all-around personalisation, and that's what we're bringing to market with Canvas. We believe it's a more natural solution to the challenge of software adoption. Our ultimate aim is for businesses to create enterprise-wide software experiences with consumer-grade simplicity,” Vembu concludes.
Canvas capabilities include:
Drag and drop editor - Canvas sports a simple drag and drop editor that facilitates design.
Template gallery - Customers can pick a preset template that speaks to them and their industry.
Industry relevant views - Companies can create views that are relevant to their industry, their work culture, and their sales process.
Self-service via portals - Customers can also share Canvas creations over portals and create a better experience for vendors and stakeholders.
Role-based assignment - Companies can assign different Canvas views based on roles, responsibilities, and teams in their company.
Extensive Formatting - Canvas also houses a wide range of formatting options to edit the details of a view, and can load styles based on conditions.