Smarter Sales with Zia Recommendations in Zoho CRM
Keeping your CRM clean is one thing. Knowing what to pitch next? That’s where many sales teams get stuck.
That’s also where Zia comes in.
Zoho CRM’s AI assistant, Zia, can now suggest what your team should recommend next based on actual data—not guesses. It’s called Zia Recommendations, and it turns your CRM from a static database into a sales-boosting guide.
Watch How to Use Zia Recommendations in Zoho CRM
What Are Zia Recommendations?
Zia Recommendations use your historical sales data to detect patterns—then suggest the next best product, service, or step based on those patterns.
Think of it like smart upselling, but powered by your actual deal history.
Example: Upselling with Confidence
Let’s say a customer purchased your Level 1 consulting package.
Instead of manually remembering what to offer next, Zia might suggest:
- Upgrading to Level 2
- Booking a 1:1 strategy session
- Purchasing a template or add-on related to their previous buy
That’s not guesswork. That’s informed, automated decision support—ready inside your CRM when you need it.
How to Set It Up
Setting up Zia Recommendations is straightforward:
- Navigate to:
Setup → Zia → Recommendation → Create New - Choose your module
(Deals, Products, Contacts, etc.) - Define the recommendation logic
(e.g., recommend next product, service, or action) - Train Zia using past data
Select what data Zia should use to learn and generate suggestions
After the model trains, suggestions begin to appear inside the relevant record views. That means your reps see real-time nudges without needing to run reports or guess what comes next.
Where Recommendations Show Up
Once activated, Zia’s suggestions appear:
- Directly inside CRM records (Deals, Contacts, etc.)
- As part of dashboards or widgets
- Inside Zoho Creator apps (if you embed them)
- Even in client portals for smart, contextual upsells
This gives you the power to extend AI-powered recommendations beyond your internal team—and straight to the customer experience.
Why This Matters
Zia Recommendations help you:
- Upsell and cross-sell with confidence
- Improve sales team performance with data-backed prompts
- Close more deals without micromanaging
- Save time while increasing conversion rates
It’s not just smart CRM. It’s a smarter sales strategy—built right into the tools you're already using.
Next Steps
If you’re using Zoho CRM and not tapping into Zia yet, you're missing out on a serious competitive edge.
Want help setting up Zia Recommendations or building an upsell strategy across your Zoho apps? Schedule a Call. We’ll help you turn your CRM into a selling machine.
