{"id":2802,"date":"2020-06-29T16:29:07","date_gmt":"2020-06-29T15:29:07","guid":{"rendered":"https:\/\/liminal.pt\/martech-magazine\/?p=2802"},"modified":"2021-01-11T13:18:48","modified_gmt":"2021-01-11T12:18:48","slug":"novas-funcionalidades-zoho-crm-2020","status":"publish","type":"post","link":"https:\/\/liminal.pt\/martech-magazine\/novas-funcionalidades-zoho-crm-2020\/","title":{"rendered":"Zoho CRM: Conhe\u00e7a as novas funcionalidades"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Al\u00e9m de ser um dos CRM mais poderosos do mercado a n\u00edvel de personaliza\u00e7\u00e3o e adapta\u00e7\u00e3o \u00e0 realidade de cada empresa, o <a rel=\"noreferrer noopener\" href=\"https:\/\/liminal.pt\/zoho.html\" target=\"_blank\">Zoho CRM<\/a> \u00e9 tamb\u00e9m um dos que \u00e9 mais focado na experi\u00eancia do cliente. Todo o software est\u00e1 desenhado para que a empresa que o utiliza tenha uma vis\u00e3o completa e fi\u00e1vel de cada utilizador que interage com a marca, possibilitando a constru\u00e7\u00e3o de rela\u00e7\u00f5es duradouras. <\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/liminal.pt\/webinars\/demo-zoho.html\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\">Fa\u00e7a download: Webinar &#8211; Demo Zoho<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No <a href=\"https:\/\/www.zoho.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho<\/a> \u00e9 poss\u00edvel perceber toda a experi\u00eancia do cliente, independentemente do touchpoint inicial, para que a abordagem seja o mais personalizada e relevante poss\u00edvel. Afinal, o mundo como o conhecemos est\u00e1 a mudar, bem como os h\u00e1bitos de compra no B2C e no B2B, e s\u00f3 assim \u00e9 que se torna poss\u00edvel construir rela\u00e7\u00f5es com os novos clientes. Seguindo esta l\u00f3gica, a Zoho anunciou novas funcionalidades que t\u00eam como objetivo ajudar as empresas a tirar partido da tecnologia para se manterem relevantes ao longo de toda a jornada de decis\u00e3o. Descubra abaixo todas as novidades do Zoho CRM para 2020.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">As novas features do Zoho CRM<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Segmenta\u00e7\u00e3o<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Uma das novidades da Zoho \u00e9 a an\u00e1lise dos padr\u00f5es de compra baseado nas m\u00e9tricas RFM (Recency, Frequency e Monetary). A an\u00e1lise segundo este padr\u00e3o de compra \u00e9 importante uma vez que se a segmenta\u00e7\u00e3o for feita apenas de acordo com o valor da compra, por exemplo, estar\u00e1 a ter uma vis\u00e3o simplista da an\u00e1lise. Para ter uma vis\u00e3o completa \u00e9 necess\u00e1rio conseguir responder a quest\u00f5es como qual o total de vezes de cada cliente comprou, qual foi a data da \u00faltima compra, se consultaram o website recentemente ou com que frequ\u00eancia costumam comprar produtos ou servi\u00e7os. Analisar o comportamento de compra dos clientes permite tra\u00e7ar uma estrat\u00e9gia de reten\u00e7\u00e3o melhor. As m\u00e9tricas RFM analisam:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Recency &#8211;<\/strong> Quando foi a \u00faltima vez que o cliente comprou?<\/li><li><strong>Frequency &#8211;<\/strong> Qual a frequ\u00eancia da compra?<\/li><li><strong>Monetary &#8211;<\/strong> Quanto gastaram? <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Estas m\u00e9tricas ir\u00e3o ajudar a segmentar os clientes em grupos homog\u00e9neos, entender as suas caracter\u00edsticas com base no hist\u00f3rico de compras e envolv\u00ea-los em campanhas de marketing e vendas mais personalizadas.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"797\" height=\"332\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/segmentacao-rfm-zoho-crm-liminal.jpg?resize=797%2C332&#038;ssl=1\" alt=\"\" class=\"wp-image-2805\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/segmentacao-rfm-zoho-crm-liminal.jpg?w=797&amp;ssl=1 797w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/segmentacao-rfm-zoho-crm-liminal.jpg?resize=300%2C125&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/segmentacao-rfm-zoho-crm-liminal.jpg?resize=768%2C320&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/segmentacao-rfm-zoho-crm-liminal.jpg?resize=600%2C250&amp;ssl=1 600w\" sizes=\"auto, (max-width: 797px) 100vw, 797px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2. Webform Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Esta atualiza\u00e7\u00e3o permite fazer testes A\/B e acompanhar com detalhe a convers\u00e3o de cada formul\u00e1rio do website. Torna-se poss\u00edvel aceder a estat\u00edsticas sobre o total de leads geradas, origem de cada convers\u00e3o, taxa de abandono do formul\u00e1rio e muito mais. Al\u00e9m disso \u00e9 poss\u00edvel criar varia\u00e7\u00f5es para cada webform e fazer testes a diferentes grupos de utilizadores, por exemplo, consoante o seu canal de origem.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1807\" height=\"1130\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?fit=1000%2C625&amp;ssl=1\" alt=\"\" class=\"wp-image-2807\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?w=1807&amp;ssl=1 1807w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?resize=300%2C188&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?resize=1024%2C640&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?resize=768%2C480&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?resize=1536%2C961&amp;ssl=1 1536w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?resize=480%2C300&amp;ssl=1 480w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/webforms-ab-testing-zoho-crm-liminal.jpg?w=1680&amp;ssl=1 1680w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. Marketing Attribution<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Um dos principais desafios da maior parte das empresas \u00e9 o <a rel=\"noreferrer noopener\" href=\"https:\/\/liminal.pt\/martech-magazine\/como-alinhar-marketing-vendas-martech\/\" target=\"_blank\">alinhamento entre marketing e vendas<\/a>. Embora este alinhamento seja cr\u00edtico para o sucesso do neg\u00f3cio, de acordo com a HubSpot, 1 em 4 empresas admitem que o alinhamento entre marketing e vendas \u00e9 inexistente ou raro. O Zoho CRM quer ajudar a ultrapassar este obst\u00e1culo, preparando o CRM para analisar a contribui\u00e7\u00e3o de cada equipa na gera\u00e7\u00e3o de cada lead e neg\u00f3cio fechado. O Zoho CRM passa ent\u00e3o a suportar v\u00e1rios modelos de atribui\u00e7\u00e3o:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>First Touch &#8211;<\/strong> Este modelo atribui todo o esfor\u00e7o ao canal da primeira intera\u00e7\u00e3o e funciona melhor quando o foco \u00e9 a gera\u00e7\u00e3o de leads ou o brand awareness. Por exemplo, imaginemos que um neg\u00f3cio \u00e9 fechado e a primeira vez que o utilizador visitou o website foi atrav\u00e9s de pesquisa org\u00e2nica. Independentemente do esfor\u00e7o posterior da equipa de marketing e vendas para fecharem o neg\u00f3cio, segundo o First Touch Model esse neg\u00f3cio ter\u00e1 sido fechado devido a pesquisa org\u00e2nica.<\/li><li><strong>Last Touch &#8211;<\/strong> Como o nome indica, o modelo atribui todo o esfor\u00e7o ao canal da \u00faltima intera\u00e7\u00e3o, focando-se nos esfor\u00e7os das \u00faltimas etapas da jornada de decis\u00e3o. Por exemplo, imaginemos que \u00e9 enviado um e-mail sobre uma campanha, que o utilizador clica no link desse e-mail e vai ver o website e posteriormente recebe uma chamada de follow-up por parte das vendas. Neste caso, o Last Touch model ir\u00e1 atribuir o fecho do neg\u00f3cio \u00e0 chamada de vendas, uma vez que foi a \u00faltima intera\u00e7\u00e3o. Este modelo de atribui\u00e7\u00e3o deve ser usado quando o objetivo \u00e9 maximizar a gera\u00e7\u00e3o de receita.<\/li><li><strong>U Shape &#8211;<\/strong> Este modelo atribui o esfor\u00e7o a todos os touchpoint que acontecem ao longo da tomada de decis\u00e3o. Ou seja, atribui 40% de esfor\u00e7o \u00e0 primeira intera\u00e7\u00e3o, 40% de esfor\u00e7o \u00e0 \u00faltima intera\u00e7\u00e3o e divide os restantes 20% por cada touchpoint que existiu entretanto. O modelo U Shape deve ser utilizado em neg\u00f3cios em que a primeira intera\u00e7\u00e3o com a empresa \u00e9 vital, mas tamb\u00e9m \u00e9 importante perceber qual a \u00faltima intera\u00e7\u00e3o que levou ao fecho do neg\u00f3cio.<\/li><li><strong>W Shape &#8211;<\/strong> O modelo W Shape \u00e9 parecido com o anterior, mas adiciona o esfor\u00e7o a um terceiro touchpoint. Neste caso, \u00e9 atribu\u00edda uma taxa de esfor\u00e7o de 30% \u00e0 primeira intera\u00e7\u00e3o, 30% \u00e0 cria\u00e7\u00e3o do neg\u00f3cio e 30% ao fecho do neg\u00f3cio. Os restantes 10% s\u00e3o distribu\u00eddos pelos restantes touchpoints ao longo da jornada. O conceito subjacente a este modelo \u00e9 enfatizar os tr\u00eas principais momentos da jornada de um cliente.<\/li><li><strong>Linear &#8211;<\/strong> O modelo linear atribui a mesma taxa de esfor\u00e7o a cada intera\u00e7\u00e3o. Por exemplo, se at\u00e9 ao fecho de um neg\u00f3cio houve 10 intera\u00e7\u00f5es, cada uma delas ir\u00e1 receber uma taxa de esfor\u00e7o de 10%. Este modelo transmite a ideia de que todas as intera\u00e7\u00f5es s\u00e3o igualmente importantes, mesmo as que se encontram no meio da jornada de decis\u00e3o.<\/li><li><strong>Time Decay &#8211;<\/strong> Neste modelo, o foco \u00e9 a data da \u00faltima intera\u00e7\u00e3o, pelo que funciona melhor em neg\u00f3cios com ciclos de venda longos. Uma vez que nestes casos \u00e9 necess\u00e1rio um trabalho adicional de nutri\u00e7\u00e3o de cada lead, este modelo foca-se nas intera\u00e7\u00f5es mais recentes que levaram at\u00e9 \u00e0 venda.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Al\u00e9m de todos estes modelos, o Zoho CRM permite ainda personalizar um modelo de atribui\u00e7\u00e3o, para que se adapte perfeitamente \u00e0 realidade da sua empresa.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2434\" height=\"1160\" src=\"https:\/\/i2.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?fit=1000%2C477&amp;ssl=1\" alt=\"\" class=\"wp-image-2809\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?w=2434&amp;ssl=1 2434w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?resize=300%2C143&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?resize=1024%2C488&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?resize=768%2C366&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?resize=1536%2C732&amp;ssl=1 1536w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?resize=2048%2C976&amp;ssl=1 2048w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?resize=600%2C286&amp;ssl=1 600w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/marketing-atrribution-zoho-crm-liminal.jpg?w=1680&amp;ssl=1 1680w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2070\" height=\"862\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?fit=1000%2C416&amp;ssl=1\" alt=\"\" class=\"wp-image-2810\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?w=2070&amp;ssl=1 2070w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?resize=300%2C125&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?resize=1024%2C426&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?resize=768%2C320&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?resize=1536%2C640&amp;ssl=1 1536w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?resize=2048%2C853&amp;ssl=1 2048w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?resize=600%2C250&amp;ssl=1 600w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/atribuicao-marketing-zoho-crm-liminal.jpg?w=1680&amp;ssl=1 1680w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. An\u00e1lise de Coorte e de Quadrante<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A anal\u00edtica do Zoho CRM passa a estar ainda mais completa, com a introdu\u00e7\u00e3o de an\u00e1lises de coorte e an\u00e1lise em quadrantes. A an\u00e1lise de coorte permite criar grupos de utilizadores ou clientes que apresentam as mesmas caracter\u00edsticas num dado momento do tempo. Esta an\u00e1lise pode ser \u00fatil para entender o comportamento do cliente ao longo do ciclo de compra ou as tend\u00eancias e padr\u00f5es de compra, para analisar os custos de suporte durante um per\u00edodo de tempo espec\u00edfico ou outras m\u00e9tricas semelhantes. Os resultados obtidos com esta an\u00e1lise podem ser usados para ajustar servi\u00e7os ou produtos existentes oferecidos aos grupos de utilizadores identificados e observar o impacto resultante na sa\u00fade geral do neg\u00f3cio. O Zoho CRM suporta an\u00e1lise de coorte baseada em tempo ou segmento.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1495\" height=\"792\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/deals-closed-cohort-zoho-crm.jpg?fit=1000%2C529&amp;ssl=1\" alt=\"\" class=\"wp-image-2811\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/deals-closed-cohort-zoho-crm.jpg?w=1495&amp;ssl=1 1495w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/deals-closed-cohort-zoho-crm.jpg?resize=300%2C159&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/deals-closed-cohort-zoho-crm.jpg?resize=1024%2C542&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/deals-closed-cohort-zoho-crm.jpg?resize=768%2C407&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/deals-closed-cohort-zoho-crm.jpg?resize=566%2C300&amp;ssl=1 566w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1479\" height=\"784\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/cohort-season-sale.jpg?fit=1000%2C530&amp;ssl=1\" alt=\"\" class=\"wp-image-2812\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/cohort-season-sale.jpg?w=1479&amp;ssl=1 1479w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/cohort-season-sale.jpg?resize=300%2C159&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/cohort-season-sale.jpg?resize=1024%2C543&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/cohort-season-sale.jpg?resize=768%2C407&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/cohort-season-sale.jpg?resize=566%2C300&amp;ssl=1 566w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Tamb\u00e9m a an\u00e1lise de quadrante \u00e9 uma novidade no Zoho CRM. Este tipo de gr\u00e1fico est\u00e1 agora dispon\u00edvel, ajudando a analisar grandes quantidades de dados. Por exemplo, \u00e9 poss\u00edvel criar uma an\u00e1lise de quadrante para visualizar os neg\u00f3cios por vendedor versus a receita gerada. Uma vez definidos todos os componentes, os dados ser\u00e3o distribu\u00eddos pelos quadrantes apropriados.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2212\" height=\"838\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?fit=1000%2C379&amp;ssl=1\" alt=\"\" class=\"wp-image-2813\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?w=2212&amp;ssl=1 2212w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?resize=300%2C114&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?resize=1024%2C388&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?resize=768%2C291&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?resize=1536%2C582&amp;ssl=1 1536w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?resize=2048%2C776&amp;ssl=1 2048w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?resize=600%2C227&amp;ssl=1 600w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/quadrant-analysis-sample.png?w=1680&amp;ssl=1 1680w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">4. App Zoho CRM Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A anal\u00edtica do neg\u00f3cio passa agora a estar dispon\u00edvel em qualquer dispositivo, atrav\u00e9s da app Zoho CRM Analytics. Assim, torna-se poss\u00edvel aceder aos dashboards da empresa e aos principais KPI do neg\u00f3cio em qualquer local e a qualquer momento e fazer an\u00e1lises avan\u00e7adas com os dashboards interativos do Zoho CRM.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zoho-crm-analytics-app-liminal.jpg?resize=296%2C591&#038;ssl=1\" alt=\"\" class=\"wp-image-2814\" width=\"296\" height=\"591\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zoho-crm-analytics-app-liminal.jpg?w=410&amp;ssl=1 410w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zoho-crm-analytics-app-liminal.jpg?resize=150%2C300&amp;ssl=1 150w\" sizes=\"auto, (max-width: 296px) 100vw, 296px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">5. Construir fluxos de neg\u00f3cio multi-departamento com o CommandCenter<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Depois do Blueprint, que permitia criar fluxos de neg\u00f3cio num m\u00f3dulo apenas, a Zoho lan\u00e7a o CommandCenter, que permite criar fluxos de neg\u00f3cio que envolvem v\u00e1rios m\u00f3dulos e, portanto, v\u00e1rios departamentos da empresa. Por exemplo, \u00e9 agora poss\u00edvel criar, num \u00fanico local, processos complexos e que envolvem v\u00e1rios n\u00edveis de transa\u00e7\u00e3o e comunica\u00e7\u00e3o, como a gest\u00e3o de stocks ou a gest\u00e3o da cadeia de abastecimento. Al\u00e9m disso, o CommandCenter permite analisar o desempenho geral de cada processo e analisar oportunidades de otimiza\u00e7\u00e3o, para que tudo flua de forma mais r\u00e1pida e sem falhas. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Esta \u00e9 uma atualiza\u00e7\u00e3o que demonstra, uma vez mais, o esfor\u00e7o da Zoho para que o seu CRM seja adapt\u00e1vel a qualquer  realidade de neg\u00f3cio, independentemente do setor ou dimens\u00e3o da empresa.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1032\" height=\"542\" src=\"https:\/\/i2.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/supply-chain-zoho-crm-liminal.jpg?fit=1000%2C525&amp;ssl=1\" alt=\"\" class=\"wp-image-2815\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/supply-chain-zoho-crm-liminal.jpg?w=1032&amp;ssl=1 1032w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/supply-chain-zoho-crm-liminal.jpg?resize=300%2C158&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/supply-chain-zoho-crm-liminal.jpg?resize=1024%2C538&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/supply-chain-zoho-crm-liminal.jpg?resize=768%2C403&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/supply-chain-zoho-crm-liminal.jpg?resize=571%2C300&amp;ssl=1 571w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">6. Prediction Builder<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">O Prediction Builder utiliza a capacidade de intelig\u00eancia artificial da plataforma &#8211; a assistente virtual Zia &#8211; para ajudar a fornecer previs\u00f5es de neg\u00f3cio. \u00c9 poss\u00edvel usar o construtor de previs\u00f5es para prever o crescimento por ano, custos, impostos, despesas salariais, a probabilidade de ganhar ou perder um neg\u00f3cio, a probabilidade de um utilizador comprar um produto e muito mais.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Por exemplo, no caso de uma empresa que venda seguros de sa\u00fade, com o Prediction Builder \u00e9 poss\u00edvel prever:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Os diferentes tipos de seguro que cada utilizador comprar\u00e1;<\/li><li>A probabilidade de uma ap\u00f3lice de seguro espec\u00edfica ser comprada por um cliente espec\u00edfico;<\/li><li>A receita m\u00e9dia gerada por diferentes clientes com base no tipo de seguro;<\/li><li>Varia\u00e7\u00f5es no crescimento anual da empresa.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"799\" height=\"452\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/outcome-prediction-zia-zoho-crm.jpg?resize=799%2C452&#038;ssl=1\" alt=\"\" class=\"wp-image-2816\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/outcome-prediction-zia-zoho-crm.jpg?w=799&amp;ssl=1 799w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/outcome-prediction-zia-zoho-crm.jpg?resize=300%2C170&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/outcome-prediction-zia-zoho-crm.jpg?resize=768%2C434&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/outcome-prediction-zia-zoho-crm.jpg?resize=530%2C300&amp;ssl=1 530w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">7. Recomenda\u00e7\u00f5es da Zia<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A Zoho tem feito um grande esfor\u00e7o para integrar a intelig\u00eancia artificial no seu CRM e usar esta tend\u00eancia tecnol\u00f3gica para facilitar o dia-a-dia dos gestores. Com a funcionalidade de recomenda\u00e7\u00e3o da Zia, esta assistente virtual usar\u00e1 a intelig\u00eancia artificial para identificar e analisar os dados de cada cliente, como detalhes de compra, interesses, requisitos e padr\u00f5es de comportamento para sugerir o produto mais relevante. Tamb\u00e9m compara padr\u00f5es comportamentais de outros clientes com atributos semelhantes para recomendar o produto ou servi\u00e7o certo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Este mecanismo de recomenda\u00e7\u00e3o ir\u00e1 trazer uma diferen\u00e7a significativa nos resultados gerais da empresa, facilitando as convers\u00f5es e o cross e o up-sell. Tamb\u00e9m o marketing poder\u00e1 usar esta informa\u00e7\u00e3o para melhorar os resultados das campanhas, as taxas de cliques e as convers\u00f5es. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"606\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zia-recommendation.jpg?resize=840%2C606&#038;ssl=1\" alt=\"\" class=\"wp-image-2817\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zia-recommendation.jpg?w=855&amp;ssl=1 855w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zia-recommendation.jpg?resize=300%2C216&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zia-recommendation.jpg?resize=768%2C554&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/zia-recommendation.jpg?resize=416%2C300&amp;ssl=1 416w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">8. Zia for Email<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Grande parte da comunica\u00e7\u00e3o entre empresas e clientes ocorre via email. Por vezes, \u00e9 f\u00e1cil deixar escapar detalhes importantes ou dados de contacto relativos a cada utilizador. A intelig\u00eancia artificial da Zoho chega agora ao email e permite:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Data enrichment a partir das assinaturas de e-mail:<\/strong> a Zia &#8211; assistente virtual da Zoho &#8211; analisar\u00e1 a informa\u00e7\u00e3o dos dados de contacto contida em cada assinatura de email e ir\u00e1 preencher automaticamente estes dados no contacto correspondente no CRM. Nunca mais ter\u00e1 de se preocupar em inserir estes dados manualmente quando recebe um novo email!<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"200\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrich-data.jpg?resize=480%2C200&#038;ssl=1\" alt=\"\" class=\"wp-image-2818\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrich-data.jpg?w=480&amp;ssl=1 480w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrich-data.jpg?resize=300%2C125&amp;ssl=1 300w\" sizes=\"auto, (max-width: 480px) 100vw, 480px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"301\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrichment.jpg?resize=840%2C301&#038;ssl=1\" alt=\"\" class=\"wp-image-2819\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrichment.jpg?w=849&amp;ssl=1 849w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrichment.jpg?resize=300%2C107&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrichment.jpg?resize=768%2C275&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/enrichment.jpg?resize=600%2C215&amp;ssl=1 600w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Extra\u00e7\u00e3o de atividades via e-mail:<\/strong> a intelig\u00eancia artificial j\u00e1 consegue analisar o conte\u00fado de cada e-mail e entender se \u00e9 necess\u00e1rio criar uma nova atividade no CRM, como enviar um e-mail de follow-up em determinado dia ou agendar uma chamada telef\u00f3nica. Tudo isto de modo totalmente autom\u00e1tico.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1094\" height=\"640\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/extracao-atividades-email-inteligencia-artificial-zoho-crm-liminal.jpg?fit=1000%2C585&amp;ssl=1\" alt=\"\" class=\"wp-image-2821\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/extracao-atividades-email-inteligencia-artificial-zoho-crm-liminal.jpg?w=1094&amp;ssl=1 1094w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/extracao-atividades-email-inteligencia-artificial-zoho-crm-liminal.jpg?resize=300%2C176&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/extracao-atividades-email-inteligencia-artificial-zoho-crm-liminal.jpg?resize=1024%2C599&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/extracao-atividades-email-inteligencia-artificial-zoho-crm-liminal.jpg?resize=768%2C449&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/extracao-atividades-email-inteligencia-artificial-zoho-crm-liminal.jpg?resize=513%2C300&amp;ssl=1 513w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>An\u00e1lise da inten\u00e7\u00e3o de cada e-mail:<\/strong> a Zia ir\u00e1 analisar cada e-mail e destacar\u00e1 a inten\u00e7\u00e3o dos emails recebidos. A assistente virtual da Zoho entender\u00e1 o conte\u00fado de cada e-mail e capturar\u00e1 os seguintes objetivos: solicita\u00e7\u00e3o, consulta, reclama\u00e7\u00e3o e outros.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"244\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/intent-email.jpg?resize=840%2C244&#038;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2822\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/intent-email.jpg?w=900&amp;ssl=1 900w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/intent-email.jpg?resize=300%2C87&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/intent-email.jpg?resize=768%2C223&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/intent-email.jpg?resize=600%2C174&amp;ssl=1 600w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1102\" height=\"656\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/compra-email-zoho-crm-liminal.jpg?fit=1000%2C596&amp;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2823\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/compra-email-zoho-crm-liminal.jpg?w=1102&amp;ssl=1 1102w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/compra-email-zoho-crm-liminal.jpg?resize=300%2C179&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/compra-email-zoho-crm-liminal.jpg?resize=1024%2C610&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/compra-email-zoho-crm-liminal.jpg?resize=768%2C457&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/compra-email-zoho-crm-liminal.jpg?resize=504%2C300&amp;ssl=1 504w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">9. Wizards<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Os wizards do Zoho CRM s\u00e3o uma funcionalidade que ajuda a dividir formul\u00e1rios longos de recolha de dados em v\u00e1rios ecr\u00e3s separados, para evitar a inser\u00e7\u00e3o de informa\u00e7\u00e3o errada. Isto \u00e9 particularmente \u00fatil para incentivar as equipas de marketing e vendas a popular o CRM com dados, de forma mais f\u00e1cil e user-friendly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1228\" height=\"718\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-1.png?fit=1000%2C585&amp;ssl=1\" alt=\"\" class=\"wp-image-2825\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-1.png?w=1228&amp;ssl=1 1228w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-1.png?resize=300%2C175&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-1.png?resize=1024%2C599&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-1.png?resize=768%2C449&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-1.png?resize=513%2C300&amp;ssl=1 513w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"807\" height=\"637\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-2.png?resize=807%2C637&#038;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2826\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-2.png?w=807&amp;ssl=1 807w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-2.png?resize=300%2C237&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-2.png?resize=768%2C606&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-2.png?resize=380%2C300&amp;ssl=1 380w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">10. M\u00faltiplos pipelines<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Esta \u00e9 mais uma funcionalidade que refor\u00e7a a capacidade de adapta\u00e7\u00e3o do Zoho CRM a qualquer neg\u00f3cio. \u00c9 agora poss\u00edvel criar v\u00e1rios pipelines de vendas dentro do mesmo CRM, com a possibilidade de personalizar todos os detalhes de cada um, como o n\u00famero de fases ou o nome de cada uma, com uma ferramenta de drag-and-drop. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Por exemplo, numa empresa de venda de carros novos e usados, \u00e9 poss\u00edvel criar tr\u00eas pipelines de venda diferentes, cada um com as suas particularidades:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"351\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-3.png?resize=840%2C351&#038;ssl=1\" alt=\"\" class=\"wp-image-2827\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-3.png?w=890&amp;ssl=1 890w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-3.png?resize=300%2C125&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-3.png?resize=768%2C321&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-3.png?resize=600%2C251&amp;ssl=1 600w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"727\" height=\"485\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-4.png?resize=727%2C485&#038;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2828\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-4.png?w=727&amp;ssl=1 727w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-4.png?resize=300%2C200&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-4.png?resize=450%2C300&amp;ssl=1 450w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1103\" height=\"454\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-5.png?fit=1000%2C411&amp;ssl=1\" alt=\"\" class=\"wp-image-2829\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-5.png?w=1103&amp;ssl=1 1103w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-5.png?resize=300%2C123&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-5.png?resize=1024%2C421&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-5.png?resize=768%2C316&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-5.png?resize=600%2C247&amp;ssl=1 600w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">11. Revis\u00e3o autom\u00e1tica de processos<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A introdu\u00e7\u00e3o de dados corretos no CRM e garantir que a informa\u00e7\u00e3o do sistema est\u00e1 correta e atualizada \u00e9 crucial para qualquer neg\u00f3cio. H\u00e1 organiza\u00e7\u00f5es em que a inser\u00e7\u00e3o de dados errados pode fazer parar todo o processo de compra, por exemplo. Imagine o caso do pedido de um empr\u00e9stimo num banco. Este processo ir\u00e1 ser composto por v\u00e1rias fases e envolver\u00e1 diferentes departamentos da empresa. Quando alguns destes pedidos chegarem a um determinado estado de verifica\u00e7\u00e3o, poder\u00e3o ser rejeitados ou necessitarem de retifica\u00e7\u00e3o devido a documentos inv\u00e1lidos ou informa\u00e7\u00f5es incorretas. Isto poderia ser evitado se fossem revistos anteriormente. A funcionalidade de revis\u00e3o de processos permite agilizar esta supervis\u00e3o, evitando a inser\u00e7\u00e3o de informa\u00e7\u00e3o errada na base de dados e impedindo automaticamente qualquer processo de automa\u00e7\u00e3o, como fluxos de trabalho, aprova\u00e7\u00f5es ou projetos, associados a registos com informa\u00e7\u00e3o err\u00f3nea.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"789\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-7.png?resize=840%2C789&#038;ssl=1\" alt=\"\" class=\"wp-image-2831\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-7.png?w=909&amp;ssl=1 909w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-7.png?resize=300%2C282&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-7.png?resize=768%2C722&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-7.png?resize=319%2C300&amp;ssl=1 319w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1151\" height=\"684\" src=\"https:\/\/i1.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-8.png?fit=1000%2C595&amp;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2832\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-8.png?w=1151&amp;ssl=1 1151w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-8.png?resize=300%2C178&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-8.png?resize=1024%2C609&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-8.png?resize=768%2C456&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-8.png?resize=505%2C300&amp;ssl=1 505w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">12. Personaliza\u00e7\u00e3o de chamadas<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A funcionalidade de personaliza\u00e7\u00e3o de chamadas permite fornecer toda a informa\u00e7\u00e3o relevante quanto ao contexto de cada chamada. Deste modo, a inser\u00e7\u00e3o de todos os detalhes importantes da chamada ser\u00e3o registados de modo mais simples e cada empresa poder\u00e1 definir quais as informa\u00e7\u00f5es que quer recolher de cada chamada, em campos criados para o efeito, ao inv\u00e9s de adicionar todas as informa\u00e7\u00f5es nas &#8220;Notas&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"722\" height=\"596\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-9.png?resize=722%2C596&#038;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2833\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-9.png?w=722&amp;ssl=1 722w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-9.png?resize=300%2C248&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-9.png?resize=363%2C300&amp;ssl=1 363w\" sizes=\"auto, (max-width: 722px) 100vw, 722px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">13. Workflows de e-mails e chamadas<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A partir de agora, o Zoho CRM j\u00e1 suporta workflows para a execu\u00e7\u00e3o de atividades, como e-mails ou chamadas. \u00c9 agora poss\u00edvel criar notifica\u00e7\u00f5es autom\u00e1ticas para follow-ups como chamadas perdidas ou para e-mails que n\u00e3o sejam respondidos dentro de 1 dia.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1108\" height=\"703\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-10.png?fit=1000%2C635&amp;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2834\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-10.png?w=1108&amp;ssl=1 1108w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-10.png?resize=300%2C190&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-10.png?resize=1024%2C650&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-10.png?resize=768%2C487&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-10.png?resize=473%2C300&amp;ssl=1 473w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">14. Sugest\u00f5es de workflows e relat\u00f3rios<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tamb\u00e9m atrav\u00e9s da intelig\u00eancia artificial, a Zia \u00e9 agora capaz de recomendar workflows para cada contacto e empresa. Al\u00e9m de sugerir que seja enviado um determinado e-mail de uma campanha de marketing, esta funcionalidade permite ainda automatizar o envio de notifica\u00e7\u00f5es, por exemplo. Isto permite poupar tempo a analisar cada situa\u00e7\u00e3o e automatizar algumas tarefas repetitivas, como enviar e-mails de boas-vindas a clientes ou parceiros, atribuir tarefas a membros da equipa ou atualizar os detalhes de cada oportunidade comercial.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1193\" height=\"605\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-11.png?fit=1000%2C507&amp;ssl=1\" alt=\"zoho crm, liminal\" class=\"wp-image-2835\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-11.png?w=1193&amp;ssl=1 1193w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-11.png?resize=300%2C152&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-11.png?resize=1024%2C519&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-11.png?resize=768%2C389&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-11.png?resize=592%2C300&amp;ssl=1 592w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Tamb\u00e9m a anal\u00edtica dos workflows foi melhorada e a pr\u00f3pria Zia consegue perceber altera\u00e7\u00f5es nos padr\u00f5es e resultados dos workflows, apresentando notifica\u00e7\u00f5es sobre estas varia\u00e7\u00f5es:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"518\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-12.png?resize=840%2C518&#038;ssl=1\" alt=\"\" class=\"wp-image-2836\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-12.png?w=979&amp;ssl=1 979w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-12.png?resize=300%2C185&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-12.png?resize=768%2C474&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-12.png?resize=486%2C300&amp;ssl=1 486w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">15. Sinais personalizados<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">O Zoho CRM permite agora criar sinais personalizados, ou seja, notifica\u00e7\u00f5es de a\u00e7\u00f5es, de apps externas utilizadas pela empresa. Basta fazer esta integra\u00e7\u00e3o via API e torna-se poss\u00edvel manter um hist\u00f3rico atualizado no CRM sempre que um contacto interage numa rede social ou numa aplica\u00e7\u00e3o externa.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-13.png?resize=418%2C512&#038;ssl=1\" alt=\"\" class=\"wp-image-2837\" width=\"418\" height=\"512\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-13.png?w=595&amp;ssl=1 595w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/image-13.png?resize=245%2C300&amp;ssl=1 245w\" sizes=\"auto, (max-width: 418px) 100vw, 418px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Quero ver o Zoho CRM em tempo real<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Melhor do que ler um artigo sobre as novas features, \u00e9 mesmo ver o Zoho CRM em tempo real e perceber como \u00e9 que este software se pode adaptar \u00e0 sua empresa.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/nd7BOsC1-cg?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=pt-PT&#038;autohide=2&#038;wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Enquanto especialistas em MarTech (marketing technologies), a <a href=\"https:\/\/liminal.pt\/\">Liminal<\/a> ajuda a selecionar e adaptar as tecnologias necess\u00e1rias e ideais para a sua empresa, guiando e acompanhando todo o processo. Desta maneira, garantimos que os objetivos s\u00e3o cumpridos e que \u00e9 tra\u00e7ado o in\u00edcio do caminho para o sucesso.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Com a Liminal ter\u00e1 acesso a peritos que far\u00e3o a an\u00e1lise, desenho e implementa\u00e7\u00e3o de estrat\u00e9gias e opera\u00e7\u00f5es de marketing e vendas, suportadas por sistemas tecnol\u00f3gicos, como o <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\">CRM \u2013 Customer Relationship Management<\/a> ou a <a href=\"https:\/\/liminal.pt\/produtos\/automacao-de-marketing.html\">Automa\u00e7\u00e3o de Marketing<\/a>, que garantem o crescimento do seu neg\u00f3cio.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/liminal.pt\/diagnostico\/\">Solicite j\u00e1 um diagn\u00f3stico<\/a> \u00e0 sua empresa e percorra o caminho em direc\u00e7\u00e3o \u00e0 nova era digital.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/liminal.pt\/diagnostico\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"226\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?resize=646%2C226&#038;ssl=1\" alt=\"Zoho CRM, features, Liminal, CRM\" class=\"wp-image-2782\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?w=646&amp;ssl=1 646w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?resize=300%2C105&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/06\/falar-com-especialista2.png?resize=600%2C210&amp;ssl=1 600w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/a><\/figure>\n<div class=\"rtng-rating-total\" data-id=\"2802\"><span class=\"rtng-text rtng-title\">Feedback<\/span><div class=\"rtng-star-rating rtng-no-js \" data-rating=\"100\">\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div><\/div><span class=\"rtng-text rtng-total\">5 de 5 estrelas. 3 votos.<\/span><\/div><form action=\"\" method=\"post\" class=\"rtng-form\" data-id=\"2802\"><input type=\"hidden\" name=\"rtng_show_title\" value=\"1\"><span class=\"rtng-text rtng-vote-title\">O 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