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Zoho CRM Flashcards

6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 6 Zoho CRM flashcards as text

  1. What is Zoho CRM and what market does it primarily serve?

    Answer: A cloud-based CRM platform serving small-to-medium businesses and enterprises with strong value-for-cost

    Zoho CRM is a cloud-based CRM platform known for its strong feature set at competitive pricing, serving SMBs to enterprises across industries.

  2. What is 'Zia' in Zoho CRM?

    Answer: Zoho CRM's AI-powered sales assistant providing predictions, insights, and automation

    Zia is Zoho CRM's built-in AI sales assistant that provides lead and deal predictions, anomaly detection, smart suggestions, and conversational AI.

  3. What is 'Blueprint' in Zoho CRM?

    Answer: A process automation tool that defines and enforces structured sales or service processes within CRM

    Blueprint in Zoho CRM lets administrators design and enforce structured sales processes with defined transitions, required actions, and approvals between stages.

  4. What is 'Canvas' in Zoho CRM?

    Answer: A no-code design studio for customizing the visual layout of Zoho CRM record pages

    Canvas is Zoho CRM's drag-and-drop design studio allowing admins to create fully customized record page layouts without coding.

  5. What is 'SalesSignals' in Zoho CRM?

    Answer: Real-time notifications within CRM about prospect and customer interactions across multiple channels

    SalesSignals delivers real-time CRM notifications when prospects interact with your emails, website, social media, or live chat, enabling timely follow-up.

  6. What is 'Zoho CRM Plus' and how does it differ from standard Zoho CRM?

    Answer: An integrated customer experience platform combining Zoho CRM with sales, service, marketing, social, and analytics apps

    Zoho CRM Plus is a unified customer experience platform bundling Zoho CRM with Sales IQ, Desk, Campaigns, Survey, Social, and Analytics apps in a single subscription.