Value proposition
Unified CX platform
Orchestrate end-to-end journeys across CRM, Desk, Campaigns, Social, Projects, and Analytics in one experience.
Process-first automation
Encode SLAs, approvals, compliance, and handoffs using Workflow Rules, Blueprints, and Connected Workflows.
AI assistance
Prioritize with Zia predictions, anomalies, intent, and best-time-to-contact to drive outcomes faster
What can be automated
Lead Management
Capture from web/chat/social, dedupe, enrich, score, and route by territory with SLA-driven follow-up tasks.
Marketing automation
Journeys for onboarding, nurture, renewals, and events with behavior-based segmentation.
Cross-team workflows
On deal-won, create projects, tickets, tasks; sync statuses across teams.
Sales
pipeline
Stage-gated Blueprints that trigger tasks, emails, approvals, custom triggers workflows and field updates at every
transition.
Social engagement
Automatically track, prioritize, monitor, classify intent, and auto-create CRM activities for priority mentions.
Data and governance
Validation rules, required fields, webhooks, and scheduled jobs to keep data clean.
Quote/discount approvals:
Multi-level, condition-based approvals with time-based escalations and owner safeguards.
Service and
SLAs
Auto-assign tickets, enforce SLAs, escalate on breach, and update customers at milestones.
AI
insights
Anomaly alerts, score updates, and recommendations embedded in daily work.
Stalled deal recovery
Detect inactivity, create reminders, escalate to managers, and launch re-engagement sequences.
Knowledge deflection
Publish relevant knowledge base articles to address frequently encountered issues.
Analytics delivery
Unified dashboards and scheduled reports across CRM, Desk, and Campaigns.
IADCX Enterprise Services
- Define CX automation vision, maturity baseline, and roadmap; set KPIs, SLAs, RACI, and data governance; prioritize high-ROI journeys and compliance guardrails to scale confidently across Zoho CRM Plus.
- Establish a RevOps operating model spanning territories, approvals, handoffs, and incentives to standardize motions and improve forecast reliability across sales, marketing, and service.
- Implement Zoho CRM Plus foundations: modules, roles, profiles, layouts, and security; align the data model with processes for auditability, visibility, and automation readiness on day one.
- Deliver data migration and cleansing: dedupe, normalize, enrich; define IDs and survivorship; ensure compliant, analytics-ready data that powers AI insights and accurate reporting.
- Build workflow rules, Blueprints, and connected journeys that encode SLAs, approvals, and escalations; automate cross-team handoffs from lead to onboarding to renewal for measurable velocity gains.
- Operationalize omni-channel processes: lead capture and routing, CPQ and approvals, ticket triage and SLAs, knowledge deflection, and post-sale onboarding playbooks with alerting and dashboards.
- Enable Zia AI for predictions, anomalies, sentiment, and best-time-to-contact; integrate intelligent scoring and alerts into day-to-day prioritization and outreach for higher conversion.
- Deploy unified analytics and attribution: role-based dashboards, scheduled insights, and multi-touch ROI models that close the loop from campaigns to revenue for executive decisioning.
- Integrate ERP/accounting, marketing, service, and data tools; use APIs, webhooks, and custom functions for event-driven synchronization with validation, logging, and audit trails.
- Standardize payloads and error handling; implement finance handoffs (orders, invoices, payments) and bi-directional status reconciliation for operational accuracy.
- Provide role-based training for admins, developers, sales, service, and marketers via workshops, webinars, and on-demand courses; reinforce adoption with playbooks and in-app guidance.
- Establish a Center of Excellence with release management, sandboxing, certification paths, and documentation to sustain platform evolution and self-sufficiency.
- Offer SLA-backed support, break/fix, performance tuning, feature rollouts, and AI pilots; deliver quarterly optimization sprints and business reviews tied to measurable outcomes.
- Provide ongoing RevOps services for automation tuning, data stewardship, dashboard enhancements, and backlog delivery to continuously improve conversion, velocity, and retention
Insights & Resources
Zoho CRM Plus ROI Guide for Vietnam
The tool is intended to enable companies to capitalize on digital change and measure its financial return.
Zoho CRM Plus Process Blueprints
This document provides customized process blueprints for sales, marketing, and service operations utilizing Zoho CRM Plus.
Zoho CRM Plus App Map and Integrations Diagram
This document provides a comprehensive app map and integrations diagram for Zoho CRM Plus, tailored for the Vietnam.
Vietnam Localization Checklist for Zoho CRM Plus
Integrating Zoho CRM Plus with critical platforms such as Zalo, social media, websites, and Vietnams VAT system.
