Unveiling Zia's Large Language Model: Transforming Zoho CRM with AI

19.12.24 09:50 AM By Bill

At 1 Cloud Consultants, we're thrilled to introduce Zoho’s in-house Large Language Model (LLM), now powering Zia’s AI capabilities in Zoho CRM. As a Zoho Partner, we are excited about how this innovation streamlines your daily sales activities, enhances productivity, and simplifies decision-making - all within Zoho's secure environment.

What is Zia’s Large Language Model (LLM)?

An LLM, or Large Language Model, is an advanced AI system trained to understand and generate human-like text. Zia’s LLM enables CRM users to interact with their data contextually, unlocking actionable insights and boosting efficiency. Zia’s LLM is first implemented in the Smart Prompt feature, previously integrated with OpenAI’s ChatGPT. With this update, you can now choose between Zia LLM and ChatGPT for generating AI-driven insights and recommendations tailored to your business needs.

How Smart Prompts Elevate Your Business

  • Knowledge Management. Smart Prompts deliver on-demand insights about prospects or customers, helping you understand their businesses better before making a pitch. This enriched knowledge strengthens communication and builds lasting relationships.

  • Customer Correspondence. Drafting emails becomes effortless with Zia’s assistance. Whether it’s rephrasing sentences, enhancing vocabulary, or obtaining context-specific insights from CRM records, Smart Prompts ensure your communication is clear, concise, and professional.

  • Productivity Management. Store critical notes and let Smart Prompts summarise or structure them into actionable data points. This ensures clarity and efficiency when revisiting discussions, aligning tasks, or refining business offerings.

  • Campaign Assistance. Create impactful marketing messages with AI-tailored templates. Adjust tone, style, and length to suit your campaign goals - whether you need professional, humorous, or descriptive copy, Smart Prompts have you covered.

Key Benefits of Zia LLM in Zoho CRM

  • Seamless Integration: Zia LLM operates entirely within Zoho’s secure ecosystem, meeting stringent data protection standards.
  • Simplified Setup: No need for external accounts or API keys - just use your Zoho CRM account to get started.
  • Customisable Insights: Choose between Zia LLM and ChatGPT for contextual suggestions and generative AI responses tailored to your sales process.
  • Future Enhancements with Zia LLM

    Zoho’s AI capabilities continue to grow, with exciting features on the horizon:

    • Record Summary: Get an at-a-glance overview of key record details, including deal status, tasks, and recent interactions, for faster decision-making.
    • Prompt Builder: Customise AI-powered prompts to fit your business needs, leveraging Zia’s generative AI for smarter automation.

    Availability

  • Smart Prompt with ChatGPT: Available for Zoho CRM Enterprise users and above across US, EU, IN, AU, and CA data centres.
  • Smart Prompt with Zia LLM: Currently available for Zoho CRM Enterprise and Ultimate users (20+ licences) in the US data centre, with support for English only.
  • Why It Matters

    With Zia LLM, Zoho CRM delivers a transformative AI experience that aligns perfectly with your business processes. This innovation simplifies setup, maximises productivity, and empowers your team with the tools to work smarter. Enable Zia LLM today by navigating to the Smart Prompt settings in your Zoho CRM setup and experience the future of generative AI.


    At 1 Cloud Consultants, we’re here to help you make the most of these advancements. Contact us today to see how Zoho’s latest features can drive your business forward.