Canvas brings consumer-level simplicity to the CRM user experience through a no-code design studio, increasing CRM adoption rates
Zoho Corporation, a leading global technology company, announced Canvas for Zoho CRM, a one-of-a-kind design studio for CRM personalisation. Canvas enables businesses to create their own CRM interfaces that 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 customisation can render a CRM system too complex for most employees and personalising the CRM for each employee’s role involves too much development effort and cost. 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 and enjoy the breadth of functionality offered by a general-purpose CRM and the specialised experience offered by a vertical CRM.
With Canvas, Zoho’s customer experience platform continues to focus on building a system of experiences that simplifies the experience economy for brands and every stakeholder. From planning and creating diverse customer experiences to delivering and evolving them for the future, Zoho CRM helps organisations of all sizes enable employee productivity, improve stakeholder collaboration, and increase customer success.
“A lot of CRM software already offers an abundance of personalisation for customer experiences, but the same is not true for employee experiences. As a result, everyone’s using the same system and paying the productivity tax for no reason.” said Sridhar Iyengar, Managing Director, Zoho Europe. “Imagine a reality where the system is tailor-made for each employee’s role. That is true all-around personalisation, 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.”
Canvas Capabilities Include:
- Drag and Drop Editor – Canvas sports a simple drag and drop editor that facilitates designing without needing to write a single line of code.
- Template Gallery – Customers can pick a preset template that speaks to them and their industry, and dive right in.
- Industry relevant views – Companies can create views that are relevant to their industry, their work culture, their sales process, and more.
- Self-service via Portals – Customers can also share Canvas creations over portals and create a better experience for vendors, stakeholders, and more.
- Role-based assignment – Companies can assign different Canvas views based on roles, responsibilities, and teams in their company.
- Extensive Formatting – 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.
More information on further capabilities here: https://zoho.com/canvas
Additional information about Zoho CRM can be found at https://zoho.com/crm
Darren Burn, Group CEO at OutOfOffice.com:
“Once we started using Canvas in our Zoho CRM account, we were able to get the most important data onto the top part of the screen. Canvas ensures that the most relevant customer information is prominent for our team, and allowed us to make our dashboards more visual for them. What I really like about this feature is the ability to be in control of our business processes with a cleaner CRM interface. There is no longer a one-size-fits-all approach for every business and Canvas from Zoho CRM offers just the flexibility we need!”
Paul Greenberg, Founder, Managing Prinicipal of The 56 Group, LLC
“An organisation’s customer experience can be impacted by the employees’ experience and the tools they use. High platform complexity and low adoption can affect employee engagement and drive down the ROI of CRM implementations. This is a universal problem.” said Greenberg, “A simple no-code approach to help companies build their own software experiences is one of the more elegant solutions to that universal problem. It can greatly help drive platform adoption and create success for the organisation.”
Liz Miller, VP & Principal Analyst at Constellation Research
“Solutions like Canvas turn the paradigm of teams conforming to tools on its head. Canvas is for teams as personalisation and engagement optimisation engines are for customers—creating contextual, personalised and relevant environments to elicit valuable outcomes. Instead of learning how to work with CRM, Canvas empowers organisations to design a user’s experiences with CRM based on how individual teams want to and need to work”
Brent Leary, Partner at CRM Essentials:
Everybody knows how important personalisation is from a customer’s perspective, but there is less emphasis on the role personalisation plays in order for employees to create/deliver those personalised experiences. Canvas for Zoho CRM focuses on that side of the equation, providing employees with tools to more easily and efficiently create their own workflows and processes, which in turn improves their ability to deliver those personalized experiences customers want.
Pricing and Availability
Canvas will be available across paid editions of Zoho CRM, at no additional cost. Zoho believes that every CRM user deserves a better experience and stands for supporting the CRM community, which is why Zoho is offering Canvas free of charge to Zoho CRM customers.
In the coming years, Canvas is also poised to be implemented into all Zoho products so that users can experience a consistent, cohesive experience across the Zoho ecosystem.
Zoho Privacy Pledge
Zoho ensures a level of confidentiality that no other vendors in the industry can guarantee. Zoho does not allow any third-party trackers to monitor usage behaviour and never sells any data to ad-based companies. Because Zoho owns and has built its entire technology stack, the company is able to offer the most secure experience to its 60 million users without any compromise on data privacy. Zoho CRM users have the assurance that their data is confidential and protected, and only users themselves maintain ownership of that data.
With 50+ apps in nearly every major business category, including sales, marketing, customer support, accounting and back office operations, and an array of productivity and collaboration tools, Zoho Corporation is one of the world’s most prolific software companies.
Zoho is privately held and profitable with more than 9,000 employees. Zoho is headquartered in Chennai, India with European headquarters in Utrecht, The Netherlands. Additional offices are in France, Germany, the United States, India, Japan, China, Singapore, Mexico, Australia, and the United Arab Emirates.
Zoho respects user privacy and does not have an ad-revenue model in any part of its business, including its free products. Read more about Zoho’s privacy commitment here: https://www.zoho.com/privacy.html. Zoho operates its own datacentres across the world, including two in Europe. More than 60 million users around the world, across hundreds of thousands of companies, rely on Zoho every day to run their businesses, including Zoho itself. For more information, please visit www.zoho.com.