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CRM Masters

Most of the CRM software in the industry are customer-centric, which is good. But what about employee experience? Using the same system from multiple jobs could backfire unless it equips the users with the ease of customization. This is where ZOHO Corporation comes to your rescue. Yes! The renowned software company has recently launched Canvas Design Studio to make your CRM experience a cakewalk with an all-around personalization. How? Let’s find out!

The Challenges and the Solution

Different teams within an organization work on different goals, which they achieve through their respective methods and resources. It is hard for CRM software to fulfill the needs of all its users. Likewise, if you go on to customize the data and workflow; it will make your ZOHO CRM services module too intricate for employees. Alongside, it would take considerable expenses and efforts to make the CRM good enough to abide by the role of every employee. Evidently, employee dissatisfaction, reduced productivity, and decreased returns become some of the obvious consequences. By introducing Canvas – industry’s first ever CRM design studio, ZOHO saves you from falling victim to this challenging situation. Here are some of its prominent features.

Canvas for ZOHO CRM – Features

ZOHO  launches design studio for CRM personalization. It combines numerous ambitious features, accompanied by their respective benefits and capabilities.

  1. Drag and Drop Editor

You don’t need coding expertise to redesign your CRM any more. The no-code Canvas allows you to redesign ZOHO CRM with the simple drag-and-drop editor. All you need is to drag and drop items from the editor to your interface to create a personalized appearance.

  1. Template Gallery

You can either create personalized views on your own or choose one from the template gallery. The engaging template library created by in-house ZOHO CRM canvas designers will expose you to a variety of options to choose from.

  1. Attention to Detail

From choosing font colors to padding adjustment, space refining to merging fields and more, Canvas editor exposes you to a wide range of formatting options. This will make your views more relevant with respect to the concerned industry, sales process and work environment. You can even load your styles dynamically subject to the conditions.

  1. Avoid Clutter

The ZOHO CRM Canvas Design Studio allows you the power to customize the information in the manner you want. Depending on the sensitivity of the data, you can conceal or reveal your views. You can also assist users to search for important information promptly.

  1. Role Based Views

In a first, Canvas for ZOHO CRM lets you create your own rules. You can assign views depending on roles and responsibilities of the respective users. Canvas comes with utilitarian ZOHO CRM parallel transitions and widget support that lets you to improvise your views.

  1. Enhanced UX

The Canvas users can share their views via portals to help the stakeholders, vendors and others, ensure a better experience.

In short, you can have different views for different views with the help of ZOHO Canvas builder. All its features altogether help your employees to enjoy a transformed CRM experience. Ultimately, it makes your workers more capable, productive and efficient hence contributing to enhanced ROI. As for availability, from Standard to Ultimate, you can use Canvas by default in all the paid editions. In addition, it is also available for use in ZOHO One and ZOHO CRM plus for free.

If you want to know more about ZOHO CRM Canvas Design Studio, you can always contact us at CRM-Masters. We will be glad to help you with this and more facilities from ZOHO, which intend to proliferate your business beyond bounds.