Some records need more attention than others, especially if they’re about to close or be lost. Zia calculates the probable win-lose outcome of the leads and deals in your database. These predictions are expressed as a percentage, which is calculated from past win behavior, your sales cycle, and the activities associated with a record that change with customer responsiveness. For example, if a customer hasn’t replied to your email, your percentage drops. With these predictions, you can stop leads from slipping away and close the deal when the time is right.

Numerous variables make up your business (the number of calls made that week, your annual revenue, etc.), and the performance of each influences your sales. Zia keeps track of it all. Set trend forecasts for these factors and compare this projection against your actual results. Zia will even spot anomalies when things get off track, such as a dip or rise in the number of emails actually opened, calls made, or deals closed. You don’t have to wait for your monthly report to know where things went wrong. The sales and sales trend dashboards show you past, real-time, and future data so you can plan ahead and prep your team.

You perform activities every day, and many of them are repetitive. Your mouse scrolls the same path, repeating the same workflow; you could do it in your sleep, or, better yet, you could stop doing it altogether. Zia studies your CRM usage pattern and converts your daily routine into macros. Macros turn a series of actions into buttons, so you can automate daily activities. Zia also monitors your automation process as a whole to prevent you from making repetitive mistakes, like sending the same email more than once to the same customer. She’ll notify you before the workflow is triggered and the mistake is made.

It’s easy to have incomplete data like a missing phone number or an incorrect email address. Maybe the sales rep forgot to collect it, or a customer changed their mailing address and now their invoices are piling up. Bad data ruins sales and the relationships you’ve been building with your customers. Keep your data up to date with Zia’s data enrichment tool. Zia scans your data to find gaps and closes them with accurate information. Use the tool when you’re adding new data to see if you’re filling in the right details. Since the information is from verified sources, you’ll never have to worry about losing a contact’s email address again.

On a call with your customer and need some stats ASAP? Too busy to add new events? Can’t remember to add reminders? Whether you’re at your desk or in the field, simply chat with or call Zia about any data in your CRM and she’ll help you out. Zia Voice is a new feature that turns Zia into the first conversational assistant for sales reps.