Zoho News Catch-up: New Analytics 6.0 and DataPrep 2.0, CRM integrates with Workdrive, Zoho launches PDF Editor, Improvements in Zia Presentation, Zoho Webinars on Apple, CRM

Welcome to our catch-up, where you’ll be in the know of all the latest Zoho updates in one place

• New Zoho Analytics 6.0 improves data analysis and visualization experience
  
• Zoho CRM integrates with Workdrive for more efficient file management and collaboration
  
• Zoho launches DataPrep 2.0: advanced AI-powered data management platform
  
• Zoho PDF Editor: new free tool for editing PDFs online
  
• Improvements to Zia Presentation to customize sales presentations
  
• Webinars on CRM and Zoho for Apple
  

New Zoho Analytics 6.0 improves data analysis and visualization experience

Zoho Analytics 6.0 is here! The update brings AI-powered tools that enable any team member to analyze data and make decisions quickly without constantly relying on technical support.

Both business users, analysts, and data scientists will be able to collaborate on a single platform, facilitating data visualization, predictive analysis, and much more. A powerful and accessible solution for everyone looking to make the most of their data! Here are the main updates and improvements in this new version.

Data Connectors and Data Management

• New connectors like Greenplum and Vertica.
• Support for Google Analytics 4.
• Import of compressed files to speed up data loading.
• Enhanced synchronization of enterprise data.
• New functions to automate data source setup.

(image vía zoho)

(image vía zoho)

Visual Analytics

• Support for treemaps.
• Custom geographic maps.
• Improvements in element layout on dashboards.
• New options to modify and rearrange components.
• Enhanced visualization for representing complex data.

(image vía zoho)

Generative Analysis with Built-in AI

• Zia now responds in multiple languages, including Spanish.
• Automatic generation of predictive analyses.
• Suggestions for complementary questions.
• Improved result visualization with graphical narratives.
• Conversational questions for complex analysis.

(image vía zoho)

(image vía zoho)

Predictive AI

• Real-time anomaly detection.
• Improved prediction algorithms.
• Options to predict based on external factors.
• Configurable alerts to detect data changes.
• Clear visualization of predictions on dashboards.

(image vía zoho)

(image vía zoho)

Data Science and Machine Learning Studio

• AutoML with no programming needed.
• New tools to create and validate machine learning models.
• Integration with Python Code Studio for custom development.
• Pre-configured models to facilitate analysis.
• Greater flexibility in creating AI models.

(imagen vía zoho)

(imagen vía zoho)

Platform Extensibility

• Linked Workspaces to share reports across workspaces.
• No-code custom connector creation.
• Ability to publish connectors in Zoho Marketplace.
• Support for advanced integrations.
• Tools to extend the platform’s functionality.

(image vía zoho)

(image vía zoho)

Security Improvements

• HIPAA compliance.
• Enhanced multi-factor authentication.
• API auditing for greater control and transparency.
• Data encryption during import and export.
• Advanced options for managing access to sensitive data.

(image vía zoho)

(image via zoho)

Other Updates

• Improved report processing speed.
• More intuitive interface for creating dashboards.
• New options for managing and organizing report views.
• Ability to easily export and share dashboards.
• General improvements to user experience and performance.

(image vía zoho)

Zoho CRM integrates with Workdrive for more efficient file management and collaboration

WorkDrive is now the default platform for file storage in Zoho CRM for new users!

(image vía zoho)

Key updates include:

• You can connect your CRM account to an existing WorkDrive organization or create a new one.
• The integration with WorkDrive is done through the Documents tab, which previously used Zoho Docs.
• Attachments in CRM records are automatically saved in default folders within “My Folders” of the record owner.

Steps to set up WorkDrive integration in Zoho CRM:

1. When you log in to your CRM account for the first time, the setup process will begin.
2. If you don’t have a WorkDrive account, one will be automatically created and linked to your CRM.
3. If you already have a WorkDrive account, a pop-up will appear giving you the option to: Assign an existing account.
4. Create a new account.
5. Once linked, you cannot unlink the WorkDrive account from the CRM.

(image vía zoho)

• The Documents tab in Zoho CRM is now linked to WorkDrive, making it easier to manage and store business documents such as contracts and presentations. New users will have access to “My Folders” for personal files and “Team Folders” for group collaboration.

(image vía zoho)

• Attachments from CRM records are automatically stored in “My Folders,” following a default structure. Only record owners can access these files.

(image vía zoho)

• “Team Folders” allow collaborative sharing and document management, along with tracking CRM activities.
• Admins control access to the Documents tab and assign specific roles to users, groups, and teams, determining their permissions within WorkDrive.

Available in all editions and all DCs. It has been rolled out for new registrations in all DCs and will be gradually enabled for existing users over the coming months.

Zoho launches DataPrep 2.0: advanced AI-powered data management platform

Zoho DataPrep 2.0 is a tool that allows businesses to automate data preparation, simplifying repetitive tasks and improving data quality. With this platform, you can now integrate multiple data sources and efficiently transform large datasets, all thanks to its advanced artificial intelligence.

• You can now build complex data workflows easily with the Visual Pipeline Builder, which lets you drag and drop elements to create advanced pipelines without complications.

• Zia, Zoho’s AI assistant, is integrated into Zoho DataPrep 2.0 to help with smart recommendations on how to clean and transform your data. Just ask Zia for optimized suggestions.

(image vía zoho)

• Zoho DataPrep 2.0 saves time by allowing you to reuse previously created pipelines and leverage a library of pre-designed templates, streamlining the data processing.
• With the new real-time monitoring dashboard, you can now track all your workflows and the status of your data in real time, allowing you to quickly respond to any issues.

(image vía zoho)

• Zoho DataPrep 2.0 also integrates with Zoho Flow and Webhooks, making it easier to automate and organize data workflows seamlessly across different applications.

Zoho DataPrep 2.0 makes data preparation faster and more efficient with its new AI-driven features. Whether optimizing complex workflows or improving control over data, it offers everything needed to manage data effectively.

Zoho PDF Editor: new free tool for editing PDFs online

Zoho has launched a new free online PDF editing tool, allowing users to modify their PDF files without hassle or additional costs.

Make simple PDF edits online, for free
Now you can make basic edits to your PDF files from anywhere, at any time, without needing to install additional software. With Zoho’s free tool, you can add, delete, or modify text in PDF files effortlessly.

(image vía zoho)

Add or remove images and links

The new tool allows you to easily add and remove images in PDF files, as well as insert links anywhere in the document to enhance navigation and improve functionality.

Text alignment and adjustment: enhance your PDF’s visual layout

Zoho PDF Editor includes options for aligning and adjusting text within the document, ensuring a clean and professional presentation at all times.

Annotate and comment with ease

If you need to share comments or annotations on a PDF file, you can now do so directly with this tool. Add notes, comments, or highlights to share feedback without hassle.

(image vía zoho)

Password-protect your PDF
Zoho also offers the option to password-protect your PDF documents, ensuring that only authorized individuals can access the information.

Improvements to Zia Presentation to customize sales presentations

Zoho has released a major update for Zia Presentation, its AI assistant that helps create personalized sales presentations.

(image vía zoho)

• With this new update, you can now customize each slide of your sales presentation with content tailored to the specific needs of your audience. Zia analyzes sales data and automatically adjusts presentations to include only the most relevant information.
• It also includes new options for more effective presentation distribution. You can now easily share your presentations with different audience groups, ensuring that each receives a personalized version reflecting their interests and needs.

(image vía zoho)

• You can save time by automatically generating presentations based on your CRM data. Just select the key points, and Zia will create a visually appealing presentation with accurate content.
• Zia also gives you greater control over your presentation design, allowing you to adjust the format to align with your brand image, without sacrificing consistency in style and content.

Available for Enterprise or Ultimate editions with more than 10 user licenses.
DC: US, EU, IN, CN, JP, and AU.