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Thursday, March 15, 2012

ZohoCRM Road-Map - What's coming?



Zoho rarely divulge much detail around the upcoming features in their products. This can cause issues as existing customers are always hungry for more features, and have their own views about the relative importance of these.


Potential customers often wait in the wings, getting by until a certain feature set is announced, unable to make the transition to the cloud until this particular box is ticked. Transparency would be wonderful, but I can also see Zoho's problem with publishing a roadmap in detail.


So whats currently in store for CRM users in the coming weeks and months? Well Zoho updated the roadmap (here) in early January, and we're still awaiting for these updates.
Upcoming release:
  • Enhancements in Pulse
  • Multi-currency support
  • Custom links as a related list view
  • Workflow Summary view
  • Zoho CRM Plug-in for Microsoft Outlook - Support for the Potential module | Support for Microsoft Outlook 2010, Support for 32/64-bit processors

The next release however is looking very interesting...
In development:
  • Integration with Zoho Docs
  • Integration with Zoho Reports
  • Integration with Zoho Creator

I wonder, will Zoho Docs integration allow updates to a shared doc within CRM with synchronisation of edits to a master doc? 


Will Zoho Reports integration support writing queries against all the regular modules/files? Maybe it will support the same brilliant drag and drop report/dashboard builder as the full product? 

Will Zoho Creator integration allow programmatic control over CRM module pages. Hiding and showing fields based on user action or will this be implemented as an in-situ Creator App editor that allows admin users to create apps with CRM that use CRM data in great new ways? For example a product warranty tracker linked to a purchase date or Opportunity close date?


I have my views on this, but know nothing for sure. We'll have to wait and see what gets revealed in the coming weeks/months. I do forecast though that these upcoming developments are the ones that will either lift Zoho CRM to another level or leave it languishing as a merely excellent tool. ;-)