A few years ago, interacting with a CRM often meant navigating through multiple screens, searching for reports, and manually creating analyses to understand your data.
Digital assistants were basic, limited to specific commands, and users had to adapt to their constraints.
Today, that time is over.
With the next generation of Ask Zia in Zoho CRM, the experience becomes smoother, more natural, and, most importantly, more efficient.
Why traditional CRM assistants are no longer enough:
Users want a simple, contextual conversation that understands their needs.
They expect quick access to information and the ability to take action immediately—without switching interfaces.
Static reports are no longer enough to steer a business in real time.
What the new version of Ask Zia truly brings:
An intelligent chat that interprets your questions, guides you step by step, and performs complex actions with a single message.
Three distinct modes to meet your needs:
Help to learn and configure
Actions to automate and execute
Insights to analyze and visualize your data
A co-creation mode that lets you build reports in real time, with the ability to intervene at any moment to fine-tune details—without wasting time.
How this evolution transforms your way of working:
You gain autonomy and speed, without juggling multiple tools.
You get personalized insights directly within your workflow.
You collaborate more intuitively with artificial intelligence, which becomes a true partner—not just a tool.
What this means for your business:
More effective decision-making thanks to real-time, actionable data.
Fewer repetitive tasks and a renewed focus on high-value activities.
Improved user experience that boosts CRM adoption across your teams.
Conclusion
The digital transformation of CRMs is driven by more natural and proactive interaction with data.
With the new version of Ask Zia, Zoho CRM is no longer just a place to store your information—it helps you understand it, act fast, and collaborate efficiently with AI.
Businesses that embrace this evolution will gain agility, relevance, and performance.
Don’t let your CRM be just a data repository—make it a true strategic ally with Ask Zia.
How Nuagix can support you in this transition
At Nuagix, we help you fully leverage the new features of Zoho CRM and Ask Zia.
Our expertise allows you to implement these intelligent tools, optimize your processes, and train your teams in this new, more connected and responsive way of working.
👉 Book a meeting to learn more