Smarter Selling with Zoho CRM: New Tools to Organize, Score, and Prioritize Data
Zoho CRM continues to evolve, delivering new tools that make it easier to segment, qualify, and prioritize your data; so your sales team can work smarter, not harder. Whether you’re managing high volumes of leads or juggling multiple pipelines, these features are designed to boost productivity and visibility without requiring complex configuration.
Below, we highlight five key updates in the CRM’s latest interface.
Split View for Zoho CRM: Segment Your Data with Ease
Zoho has introduced Split View, alongside other new module views, including Chart, Timeline, and Grid View. Split View enables users to divide records in a module into multiple side-by-side tables, based on picklist fields, users, or custom criteria.
What You Can Do:
View and manage multiple data segments on one screen
Reorder, edit, or delete split segments
View data as charts for visual insights
Create new records (in specific scenarios) right from the split
Choose how many records to show per split
Example Use Case:
A sales manager wants to segment accounts by revenue tiers (Low, Medium, High). Split View enables quick sorting and visibility, making it easier to tailor follow-up and prioritize deals by value.
Benefits:
Streamlined Navigation: No need to toggle between views or filters
Informed Decisions: Easily compare and act on grouped data
Improved Productivity: Simultaneous access to multiple views
Customizable Layout: Flexible enough to meet team needs
Note: Split View is only available in list view for supported modules using the new CRM UI.
Advanced Scoring Rules: Smarter Lead Qualification with Zia
Scoring Rules in Zoho CRM have been enhanced to support both Manual Scores and Zia Scores within a unified experience. This helps teams better assess records based on behaviors, demographics, and AI-powered insights.
What’s New:
Expanded scoring conditions and data channels
New VoC (Voice of the Customer) scoring through surveys, emails, phone calls, and more
Time-based scoring (e.g., “Add 10 points for calls in the last 20 days”)
Zia Score Types:
Field attribute score
Conversion score
Engagement score
Follow-up score
Health score
Zia now incorporates real-time activity signals and historical data to help predict engagement, identify high-potential leads, and even flag at-risk customers.
Keep in Mind:
Scoring rules only apply to enabled integrations
Zia scores require training data and only apply to edited or new records
Limits: 5 rules (Enterprise), 10 rules (Ultimate)
Empowered Custom Views: Now with Cross-Module Criteria
Custom Views have long been a powerful way to organize your CRM records. Now, they’re even better, supporting filters from related modules and subforms.
You Can Now:
Filter Contacts based on Deals (e.g., stage, activity history)
Show Sales Orders with specific product types or quantities
Save and share views for team-wide access
Example: View contacts with deals in a particular stage or those with no recent activity, all in one list.
This enhancement introduces a new level of flexibility for CRM users who require more nuanced and actionable lists. This enhancement is not available for all accounts yet, it is being rolled out in phases.
Rich Text Notes: Better Formatting, Better Collaboration
Zoho CRM now supports Rich Text formatting in Notes, making it easier to organize internal updates and client insights.
Use bold, italics, bullet points, colors, hyperlinks, and more across all modules that support Notes (including the mobile app). This update enhances the capture and consumption of information across teams.
Coming soon: Replies, Reactions, and Pinning to keep the most essential notes at the forefront.
Ready to Make Zoho CRM Work Smarter for You?
These updates are designed to help your sales and operations teams move more efficiently, make informed decisions, and collaborate more effectively. But configuring them correctly for your business? That’s where we come in.
Click to schedule a free CRM consultation. Let’s make sure you’re getting the most out of every Zoho feature.