{"id":38189,"date":"2021-09-30T12:30:02","date_gmt":"2021-09-30T12:30:02","guid":{"rendered":""},"modified":"2023-05-15T09:36:09","modified_gmt":"2023-05-15T09:36:09","slug":"zoho-canvas","status":"publish","type":"post","link":"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/","title":{"rendered":"Customize Your Team&#8217;s CRM Experience With Zoho Canvas  Feature Watch"},"content":{"rendered":"<p>Customizing your CRM is one of the new challenges in the B2B sector. Many software packages can be criticised for having a moderately developed interface, unlike some competitors. This results in a not very pleasant UX.<\/p>\n<p><a href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/zoho-crm-review\/\" data-internallinksmanager029f6b8e52c=\"163\" title=\"Zoho\">Zoho<\/a>, which has already been pointed out for these reasons, has decided to remedy this. In this article we present their brand new solution: Canvas by Zoho.<\/p>\n<p>In a few words, it is an innovative solution that allows you to personalise your workspace. In this article, we present it to you from A to Z!<\/p>\n<div class=\"blocTips success-light\">\n<p><i class=\"fa fa-book\"><\/i><span class=\"title is-5\">Going further<\/span><\/p>\n<p>For more literature on the subject, work has already been done on various CRM-related topics. To access it, please visit<\/p>\n<ul>\n<li>Our <a href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/zoho-crm-review\/\">opinion on Zoho CRM<\/a><\/li>\n<li>Our <a href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-bigin-review\/\">opinion on Zoho Bigin<\/a><\/li>\n<li>Our <a href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/\">comparison of the 15 best CRMs on the market<\/a><\/li>\n<\/ul>\n<\/div>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Sommaire<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#canvas-by-zoho-how-it-works\" >Canvas by Zoho How it works<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#a-drag-drop-builder-but-for-your-crm-interface\" >A drag &amp; drop builder, but for your CRM interface<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#a-large-gallery-of-templates-to-customise-the-user-experience\" >A large gallery of templates to customise the user experience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#who-can-access-the-canvas-feature-through-zoho\" >Who can access the Canvas feature through Zoho?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#canvas-by-zoho-what-for\" >Canvas by Zoho what for?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#the-context-zohos-vision\" >The context Zoho&#8217;s vision<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#restore-access-to-data-to-crm-administrators\" >Restore access to data to CRM administrators<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#customise-the-experience-according-to-the-stage-of-development-of-a-case\" >Customise the experience according to the stage of development of a case<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/salesdorado.com\/en\/crm\/zoho-canvas\/#zoho-canvas-next-steps\" >Zoho Canvas Next steps<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"canvas-by-zoho-how-it-works\"><\/span><span class=\"ez-toc-section\" id=\"canvas-by-zoho-how-it-works\"><\/span>Canvas by Zoho: How it works<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"a-drag-drop-builder-but-for-your-crm-interface\"><\/span><span class=\"ez-toc-section\" id=\"a-drag-drop-builder-but-for-your-crm-interface\"><\/span>A drag &amp; drop builder, but for your CRM interface<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-by-zoho-page-accueil.png\" \/><\/p>\n<p>Like WebFlow or Wix, to create your <a href=\"https:\/\/salesdorado.com\/en\/inbound-marketing\/newsletter-creation-tools\/\">newsletters<\/a> or your website, Canvas by Zoho allows you to &#8220;build&#8221; your own CRM interface through a drag and drop tool. A simple to use feature that allows you to customise your CRM user experience.<\/p>\n<p>Canvas comes at a time when Zoho was criticised for offering a rather outdated CRM interface. This tool now allows you to customise all the elements of your CRM interface!<\/p>\n<figure class=\"image is-16by9\"><iframe loading=\"lazy\" class=\"has-ratio\" style=\"width: 100%\" title=\"YouTube video player\"  frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-rocket-lazyload=\"fitvidscompatible\" src=\"https:\/\/www.youtube.com\/embed\/KmpU5FUYRV0\"><span data-mce-type=\"bookmark\" style=\"width: 0px;overflow: hidden;line-height: 0\" class=\"mce_SELRES_start\"><\/span><\/iframe><noscript><iframe class=\"has-ratio\" style=\"width: 100%\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/KmpU5FUYRV0\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"width: 0px;overflow: hidden;line-height: 0\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/noscript><\/figure>\n<p>Canvas by Zoho is a typical example of the new no-code use cases. The tool allows you to customise your experience directly in the software. This allows you to consider your teams as the real users of the solution.<\/p>\n<div class=\"blocTips primary-light\">\n<p><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Pro tip<\/span><\/p>\n<p>The <a href=\"https:\/\/www.zoho.com\/fr\/canvas\/\">Canvas By Zoho<\/a> page allows you to learn more about the tool, its range of features and more generally, how it can be used.<\/p>\n<\/div>\n<h3><span class=\"ez-toc-section\" id=\"a-large-gallery-of-templates-to-customise-the-user-experience\"><\/span><span class=\"ez-toc-section\" id=\"a-large-gallery-of-templates-to-customise-the-user-experience\"><\/span>A large gallery of templates to customise the user experience<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Customizing your CRM interface from a template makes the creation process faster. Zoho offers many themes to help you do this.<\/p>\n<p>These templates were built from scratch, using the Canvas tool. This provides a good starting point for understanding what the tool has to offer, to get the best out of it.<\/p>\n<h4>Canvas by Zoho for companies in the healthcare industry:<\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-by-zoho-sante-1.png\" \/><\/p>\n<h4>Canvas by Zoho for companies specialising in the sale of products:<\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-zoho-produits.png\" \/><\/p>\n<h4>Canvas by Zoho for companies in the industry sector:<\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-by-zoho-industrie-1.png\" \/><\/p>\n<h4><strong>Canvas by Zoho for<\/strong><strong> companies in the real estate industry:<\/strong><\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/zoho-immobilier.png\" \/><\/p>\n<h4><strong>Canvas by Zoho for<\/strong> companies in the<strong> hospitality industry:<\/strong><\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-by-zoho-hotel-1.png\" \/><\/p>\n<h4><strong>Canvas by Zoho for<\/strong> companies in the<strong> banking sector:<\/strong><\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-by-zoho-banque-1.png\" \/><\/p>\n<h4><strong>Canvas by Zoho for companies<\/strong> in<strong> the insurance sector:<\/strong><\/h4>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-zoho-assurance.png\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"who-can-access-the-canvas-feature-through-zoho\"><\/span><span class=\"ez-toc-section\" id=\"who-can-access-the-canvas-feature-through-zoho\"><\/span>Who can access the Canvas feature through Zoho?<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/tarifs-canvas-zoho.png\" \/><\/p>\n<p>Canvas by Zoho is available for all CRM subscription plans. However, the number of views per organisation changes depending on the plan selected:<\/p>\n<ul>\n<li>I view \/ organisation for the Standard plan<\/li>\n<li>3 views \/ organisation for the Professional plan<\/li>\n<li>5 views \/ module for the Enterprise Plan<\/li>\n<li>25 views \/ module for the Ultimate plan<\/li>\n<\/ul>\n<div class=\"blocTips primary-light\">\n<p><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Pro tip<\/span><\/p>\n<p>A free trial is available for all the plans proposed. This is an opportunity to discover the tool and its features before making your final choice!<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"canvas-by-zoho-what-for\"><\/span><span class=\"ez-toc-section\" id=\"canvas-by-zoho-what-for\"><\/span>Canvas by Zoho: what for?<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In what context was the Canvas tool developed? Since its launch, Zoho has been adapting its offer to meet the realities of the market.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"the-context-zohos-vision\"><\/span><span class=\"ez-toc-section\" id=\"the-context-zohos-vision\"><\/span>The context: Zoho&#8217;s vision<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Zoho justifies its new Zoho functionality with the history of CRM, from its arrival on the market in the 1990s to the present day:<\/p>\n<h4>Data management<\/h4>\n<p>The challenge behind the launch of Zoho on the market was to promote the digitalisation of paper documents and offline processes. Zoho centralised information. It was very quick to access it.<\/p>\n<h4>Activity management<\/h4>\n<p>It is about the <a href=\"https:\/\/salesdorado.com\/en\/account-based-marketing\/salesforce-applications-appexchange\/\">Salesforce<\/a> era, the distinction between <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/sdr-definition\/\" data-internallinksmanager029f6b8e52c=\"5\" title=\"SDR: Definition\">SDR<\/a> and Account Executive and the systematisation of sales processes.<\/p>\n<p>This period of Zoho&#8217;s development has given CRM its reputation as a tracing tool, or even a &#8220;coping&#8221; tool. However, this is a misinterpretation.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/crm-zoho.png\" \/><\/p>\n<h4>Automation management<\/h4>\n<p>The introduction of systematic processes meant the arrival of automation. This saved a lot of time.<\/p>\n<p>We are thinking in particular of data enrichment tools, which replace the manual entry of your data. We are also thinking of <a href=\"https:\/\/salesdorado.com\/en\/sdr-tools\/\" data-internallinksmanager029f6b8e52c=\"179\" title=\"prospecting tools\">prospecting tools<\/a>, such as automated reminders!<\/p>\n<h4>Intelligence management<\/h4>\n<p>More recently, many tools have turned to the development and use of artificial intelligence. Examples include <a href=\"https:\/\/salesdorado.com\/en\/account-based-marketing\/lead-scoring\/\" data-internallinksmanager029f6b8e52c=\"82\" title=\"How to do Scoring on Excel\">lead scoring<\/a> software, such as Einstein at <a href=\"https:\/\/salesdorado.com\/en\/crm\/salesforce-review\/\" data-internallinksmanager029f6b8e52c=\"177\" title=\"salesforce\">Salesforce<\/a>, and intelligent conversation \/ chatbot software, such as Gong.io.<\/p>\n<h4>Experience management<\/h4>\n<p>The next step, according to Zoho, will be user experience management. The idea is to provide tools to optimise our consumer experiences, rather than the tools we use.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/canvas-by-zoho-experience-utilisateur.png\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"restore-access-to-data-to-crm-administrators\"><\/span><span class=\"ez-toc-section\" id=\"restore-access-to-data-to-crm-administrators\"><\/span><strong>Restore access to <\/strong>data<strong> to CRM administrators<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>In addition to the UX aspect and customisation of the CRM interface, Canvas allows for the addition of very powerful features. Features that previously could be left out because of the associated development costs.<\/p>\n<p>Let&#8217;s take an example. In case you are using Zoho Desk, you can import all user tickets, at their customer record.<\/p>\n<p>Generally speaking, this is an operation that requires the intervention of a <a href=\"https:\/\/salesdorado.com\/en\/automation\/sales-operations-definition-best-practices\/\">sales ops<\/a> person. They must set up all the connections between the solution used by customer support and your CRM. Tools such as Zapier or <a href=\"https:\/\/salesdorado.com\/en\/automation\/zapier-alternatives\/\" data-internallinksmanager029f6b8e52c=\"16\" title=\"Zapier competitor\">Integromat<\/a> are generally used.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/interface-adaptee-canvas-by-zoho.png\" \/><\/p>\n<p>Using Zoho Canvas, you solve this problem in less than a minute. Simply click and drag a data source called &#8220;Tickets&#8221; before customising the listing.<\/p>\n<p>This is a real no-code breakthrough for the increasingly mature CRM integration and customisation industry.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"customise-the-experience-according-to-the-stage-of-development-of-a-case\"><\/span><span class=\"ez-toc-section\" id=\"customise-the-experience-according-to-the-stage-of-development-of-a-case\"><\/span>Customise the experience according to the stage of development of a case<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Depending on the status of the prospect, you can set up &#8220;Conditional Styles&#8221;. These are defined rules that allow certain elements to be displayed or not.<\/p>\n<p>This allows them to go a long way in collecting and transmitting clear information to their teams. It saves them a lot of time.<\/p>\n<p>More concretely, this can be translated into a colour code that changes according to the status of the prospect. In a few seconds, sales representatives know where the lead is in the <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/commercial-funnel-efficiency\/\">sales funnel<\/a>.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/09\/lead-scoring-commerciaux-1.png\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"zoho-canvas-next-steps\"><\/span><span class=\"ez-toc-section\" id=\"zoho-canvas-next-steps\"><\/span>Zoho Canvas: Next steps<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The upcoming Zoho Canvas features are quite numerous and suggest some nice improvements:<\/p>\n<ul>\n<li>A Sandbox mode: this will allow to work on Canvas views, without affecting the current processes<\/li>\n<li>A native mobile version: this will provide an optimised <a href=\"https:\/\/salesdorado.com\/en\/crm\/mobile-crm-software\/\" data-internallinksmanager029f6b8e52c=\"364\" title=\"mobile crm\">mobile CRM<\/a> experience<\/li>\n<li>The ability to add custom code: this feature aims to facilitate the modification of certain elements that would not be planned by the Zoho team<\/li>\n<li>The creation of component galleries<\/li>\n<\/ul>\n<p>Longer-term plans also include:<\/p>\n<ul>\n<li>A reporting tool: It will allow the analysis of the rate of use of Canvas and the use that is made of it. This allows you to optimise your CMS and its features, so that all your teams adopt it definitively.<\/li>\n<li>Add Canvas to all Zoho tools in order to customize all interfaces. ZohoDesk comes to mind.<\/li>\n<li>The establishment of a marketplace. This could open up new possibilities, such as a marketplace for CMS interfaces. One could buy themes and templates, like with WordPress or Wix.<\/li>\n<\/ul>\n<div style=\"display: none;\"\n    class=\"kk-star-ratings kksr-valign-bottom kksr-align-center \"\n    data-id=\"38189\"\n    data-slug=\"\">\n    <div class=\"kksr-stars\">\n    <div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    <div class=\"kksr-stars-active\" style=\"width: 0px;\">\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n    <div class=\"kksr-legend\">\n            <span class=\"kksr-muted\">Qu'avez-vous pens\u00e9 de cet article?<\/span>\n    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Customizing your CRM is one of the new challenges in the B2B sector. Many software [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":22906,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[231,273,303],"tags":[310,313],"class_list":["post-38189","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-revenue-operations","category-sales-strategy","tag-feature-watch","tag-tools"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customize Your Team&#039;s CRM Experience With Zoho Canvas Feature Watch | Salesdorado<\/title>\n<meta name=\"description\" content=\"We present to you the new feature announced by Zoho: Canvas by Zoho | A concrete case of personalization of its CRM\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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