Canvas brings consumer-level simplicity to the CRM user experience.
This week Zoho Corporation announced Canvas for Zoho CRM, a one-of-a-kind design studio for CRM personalization. Canvas enables businesses to create their own CRM interfaces. Such interfaces are better suited to the role of each employee, without IT or developer involvement. It helps simplify complex CRM implementations into streamlined and contextual employee-facing experiences.
Data and workflow customization can render a CRM system too complex for most employees. Personalizing the CRM for each employee’s role involves too much development effort and cost, Zoho says. As a direct result of this complexity, productivity drops, employees become disengaged, CRM adoption struggles, and ROI can suffer. With Canvas, companies of all sizes can avoid these issues, Zoho says.
The Canvas customer experience platform continues to focus on building a system of experiences that simplifies the user experience. Zoho says their CRM helps organizations of all sizes enable employee productivity, improve stakeholder collaboration, and increase customer success.
“A lot of CRM software already offers an abundance of personalization for customer experiences, but the same is not true for employee experience,” aid Mani Vembu, COO of Zoho.
“As a result, everyone’s using the same system and paying the productivity tax for no reason. Imagine a reality where the system is tailor-made for each employee’s role. That is true all-around personalization, 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.”
Here’s what’s inside
The new Canvas has a simple drag-and-drop editor that facilitates designing without the need to write a single line of code. Customers can also pick a preset template that fits them and their industry.
Companies can also create views that are relevant to their industry, their work culture, their sales process, and more. Users can also share Canvas creations over portals and create a better experience for vendors, stakeholders, and more.
Companies can assign different Canvas views based on roles, responsibilities, and teams in their company.
Canvas also houses a wide range of formatting options to edit the finer details of a view, and can load styles dynamically based on conditions.
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