Introduction of Canvas for Zoho CRM

All industries function in a way that is very different in many aspects. There is no one size fits all approach. The companies should be able to modify the CRM design to suit their needs after a purchase has been made. This is where customers can control their experience completely. Zoho CRM is a giant that has created a new benchmark for customization.

With Canvas, Zoho plans to offer the best possible consumer experience that there is. The customers can create their own experience using Canvas. Zoho introduces Canvas as a design so that the customers can redesign the visual interface of Zoho CRM services to suit their requirements.

Using Canvas, users can remodel the look and feel of their CRM without writing even a single line of code since a simple drag and drop interface is used. Canvas creations can immensely improve the end user’s experience that helps in increasing productivity and morale. It sets the precedent for users to experience autonomy where the user can control the experience with the product.

In this blog, we will get to know all about Canvas and everything it can do for CRM.

What is Canvas?

Canvas is a design studio that is built into the Zoho CRM. The customers can redesign the user interface from an entirely blank canvas using Canvas. It offers a better CRM user interface and supports a wide range of formatting options that help companies to re-imagine the look and feel of any module down to small details. This is how the data meets design.

The use of Canvas is similar to photoshop for databases but it is much more nuanced. Canvas completely understands how the modules, fields, buttons, and related lists in the interface get created. Hence, it offers a much more thoughtful and contextual designing experience for the customers.

You can think of Canvas as a unique tool by Zoho CRM, something that no other CRM vendor has ever considered creating. Zoho has actually pioneered the design autonomy movement allowing the customers to curate the user experience that they are looking for. With the use of Canvas, Zoho CRM has become the most customizable CRM in the market.

Canvas as a no-code design platform is one of the most powerful things to change your Zoho CRM user experience from a visual and a functional perspective. It is a simple user interface management platform that is created into the native CRM system and is applicable in various ways of the CRM. The UI can be customized with the following CRM pages using Canvas.

A unified user experience can be created at various engagement points across platforms with internal CRM, partner portals, and self-service customers. Finally, regardless of the fact if they are your customers, partners or employees, all of the groups that work with a consistent UI when it comes to page design, look and feel, yet the data organized in all layouts can be customized based on various functions and requirements.

Working of Canvas

Canvas helps companies create a custom view that is readily available as an option along with the default views. The customers can click to create a new Canvas view from a listing page or the record page so that a blank canvas is opened as the powerful editor. Some of the things that are responsible for making Canvas stand out are:

1. Right Information in the Right Place

Customers can look for all the related lists, fields, and buttons available on the left side of the menu in editor mode. This actually means that no information is lost and all associations will remain intact just the way they are. 

Canvas plays the role of helping users change the appearance of Zoho CRM with multiple design variants.

2. Drag-and-drop Interface

There is no need to become a programmer or even a designer for using Canvas. You just need to have good design taste. Canvas is the first CRM design studio that also comes with a drag and drop interface to offer a much-simplified design experience for everyone. 

With the editor, users can easily choose some components from the left menu, drag them on the interface, drop them at the desired location, and then finally click to see available formatting options. It only takes a couple of clicks to create a new design.

3. Formatting Options

Canvas provides many formatting options for playing around with so that the companies can find the exact style that fits their team the best.

Right from changing the shape of the contact image or the color of a button to changing the padding, the shadow, and the width, Canvas enables the users to make sure that all details are suitable for a personal view.

4. Templates

Canvas also comes with a set of templates that the customers can choose in case they want a good start with their design or in case they are looking for inspiration.

The templates can be easily customized to a wide range of industries and they can also be changed to suit the customers in an improved way.

5. Uniform Design All Over Modules

Canvas is a no-code design platform that can be easily copied to other modules for maintaining a uniform design and color style.

Almost any detail that is not associated with the new module can be easily reconfigured at any time. This leads to a uniform design across all possible modules.

How Does Canvas Help Users?

Canvas plays an excellent role in helping companies experiment seamlessly with multiple designs taking input from the salespeople and other end users. These are the people who end up spending a large amount of time using the Zoho CRM.

 The admins can easily remodel the list page and detail page of all modules so that everyone’s needs are solved on the basis of suggestions. Canvas can effectively solve important challenges that businesses face in the present day including lack of personalization, employee experience, and complex implementations.

Canvas is the first CRM design studio that helps the users in the following ways:

1. Creating Personalized Instances:

Canvas is responsible for helping companies design a version of CRM that suits the industry and the working culture. Administrators can easily design views with fields, buttons, lists, and labels that are relevant to business so that the end-users can get the maximum results out of Zoho CRM. The customers can also enjoy tailored experiences of a vertical CRM that comes with all possible capabilities of a general-purpose CRM.

2. Enhanced Employee Experience

Using Canvas as a no-code design platform, companies can easily build a CRM that is easy to work with. The users can create views with a minimal design and great colors that are soothing for the eye and the mind. The customers can also highlight, record, hide, and reposition fields, lists, and buttons for helping salespeople work much better.

3. Removes Complexity

Canvas makes it very simple for businesses to get started with the Zoho CRM. The implementation phases including extensive training, data prep, and onboarding experiences need less time and effort all thanks to a simple and customized design. Successful implementation is necessary for reducing any complexity of the system while ensuring that there is high usage and streamlined ROI.

Canvas Serves the Purpose of Everyone

Canvas is literally for everyone. It helps in the following things.

1. Collaborative Selling

The companies can effectively share their Canvas views with the vendors, consultants, and partners with the use of various portals. The sales process can also become increasingly collaborative where different parties need to get involved at various stages of a sale. Canvas helps in facilitating this collaboration.

2. Superior Self-Service

It is a well known fact that millennial customers are highly protective of their data and the option of self-service is appreciated much more. The customers can fill in important information and review it directly in the company’s very own custom Canvas creation which improves the overall experience considerably.

3. Thriving Community

Canvas is a one of a kind first CRM design studio where the customers can create new Canvas views and share them with the community. In this way, other businesses can use them as well. With Canvas, Zoho CRM works to create a community of designers who can submit, edit, and implement templates very similar to the community WordPress created for websites.

Canvas sets the precedence of UX Rich Autonomy

Zoho plans to introduce Canvas to the entire Zoho CX suite and finally to complete the product range. In this way, the companies can enjoy the Zoho environment with a design all across the board. When the companies have greater control over the user experience, the results are incredibly beneficial for the end-user, organization, and even the vendor.

Conclusion

Zoho CRM is on a mission to make sure that the specific needs of all industries, companies, and teams are met with the use of Canvas. As Zoho CRM continues its journey to pioneer the new era of personalized CRM, continuous work is being done on user experience enhancements focused on making it simple for end-users to keep using Zoho CRM. Canvas – the first CRM design studio is an example of that.

Zoho claims that this is a journey that never ends and it is in it for a long time. This is one of the major milestones of Zoho for creating a high standard of CRM experience and the company continues making changes.

Encaptechno works as a Zoho consultant offering all the services that make the customer experience an improved one. In case you want to know more about working with Canvas, get in touch to know more.