What Zoho CRM’s Competitor Tracking Just Taught Me
You know that moment when a deal goes cold for no clear reason?
One minute you’re vibing—quick replies, smart questions, good signs.
And then? Nothing. No response. No update. Just digital tumbleweeds.
That happened to me. And for once, the answer wasn’t more follow-up emails. It was hiding right inside my Zoho CRM.
Watch How Competitor AI in Zoho CRM Can Help You Close More Deals
I Went Full CRM Detective Mode
I popped into the deal record in Zoho CRM, hoping to jog my memory or spot something I’d missed.
That’s when I saw it.
Zia—the AI assistant that lives inside Zoho—had quietly flagged a note under the Competitors field.
Apparently, the lead had mentioned a competing product. One I didn’t even realize we were up against in this deal.
I had missed it. But my CRM hadn’t.
Meet Competitors AI in Zoho CRM
Here’s the part no one tells you: Zoho CRM can track your competitors, too.
Thanks to Zia’s AI features, whenever a contact mentions a known competitor, it flags it—quietly, automatically.
And it doesn’t stop there. Over time, Zia learns from your sales history and shows you:
- Which competitors you usually win against
- Which ones cause you trouble
- And how specific competitors affect your close rates
This isn’t just trivia—it’s strategy gold.
How I Use Competitors AI Now
Since that moment, I’ve made it a rule: Tag the competitor on every deal when it comes up.
Now I know which ones require:
- A stronger pitch deck
- Better pricing context
- Or a totally different value prop
I even created a custom view in Zoho CRM to filter open deals by competitor. It’s helped me anticipate objections before they happen—and change the way I position my offer.
The Real Talk for Small Business Owners
Here’s the truth: If you’re a small business competing with bigger names, every insight matters.
You won’t win every deal. That’s just life.
But you can get smarter with every loss.
And Zoho CRM’s Competitors AI? It quietly gives you that edge, while you’re focused on selling.
Want help setting this up in your CRM?
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