Zia Recommendation

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Recommendation tool and its benefits

A recommendation tool uses artificial intelligence to identify and analyze

customer data such as their purchase details, interests, requirements, and

behavioral patterns to suggest the most relevant product. It also compares the

behavioral patterns of other customers with similar attributes to recommend the

right product or service.

With the help of a recommendation engine, you can bring a significant difference

to the overall revenue, sales, purchases, conversions, click-through rates, cross-

selling, and up-selling in your business. Furthermore, you can use the suggested

results to modify every aspect of your marketing activities.

Feature availability

Users with Adminstrator profile permission can configure recommendation

models. The number of models you can create depends on your CRM edition.

• Enterprise: 1 recommendation/org

• Ultimate: 10 recommendations/org (1 per module)

Zia recommendation tool

Zia recommendation is a self-learning tool that recommends the right product for

the right user at the right time by understanding the behavioral pattern of the

entire customer base. We have outlined some common areas where you can use

the recommendation tool to pitch the right product to your customers:

Real-estate: The agents can suggest the most suitable property based on the

customers' previous purchases and the attributes that they seek in a property. For

example, a customer looking for an upscale condo with 4+ bedrooms, 150-200

Sqft with amenities like outdoor parking and courtyard, can be suggested similar

apartments in and around the preferred location. The recommendation tool will

understand the customer's preferences from the above specifications and

suggest properties that have similar attributes, reducing the manual effort needed

to filter the entire property listing and scouting the right one. Also, you can reduce

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the time and money invested in lead nurturing campaigns by sending audience-

specific content, increase the chances of conversion, send personalized marketing

content.

Online learning: Students who have subscribed for a particular course can be

recommended similar courses based on the topic they have subscribed for,

personal preferences and preferences of other students with similar

characteristics. Based on the above results, you can suggest related materials

such as interactive videos, assessments, supplementary education materials etc.

to ensure better engagement. Zia's content-based filter lets you recommend more

courses based on the current course content. For example, if a student has

subscribed for Foundation Course on Machine Learning, you can suggest other

courses that have related content like Deep Learning, Neural

Networks, Regressions etc.

E-commerce: Customers are more likely to buy from you if they know you

understand their requirements better. Therefore, in addition to suggesting

products based on an individual's preference, buying patterns, and interests; Zia

can use collaborative data filtering to suggest items that are often been bought

alongside their product of interest. This will help you enhance the cross-selling

and up-selling and definitely improve customer satisfaction and retention.

Configuring the recommendation builder

You can configure recommendations for standard and custom modules. Currently,

these recommendations can be viewed only by the CRM users, because we aim at

helping the sales reps, field agents and the like to provide better, faster, and

relevant choices to the customers based on Zia's recommendations.

Setting up a recommendation model involves the following steps:

Selecting the source module: The module that contains information about what

you want to recommend is a source module. You can define criteria, if you want to

set up recommendation only for specific products.

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Selecting the target module: The module that contains end user or customer

information is the target module. It can be a standard or a custom module. For

example, if you want to recommend courses for customers, leads or contacts, the

latter's information must be in the target module. However, keep in mind that only

those modules that are interrelated to the source module through a lookup field or

related list can be selected as a target module. If you choose a module that is

unrelated to the source module, the system will show an error message prompting

you to choose another module. Once the recommendation model is set up, the

system will display the recommendations within the target module. For example,

here is an example of a recommended property displayed in the Properties or

Apartments module. You can create only one recommendation model per target

module.

Selecting the connecting module: A module that contains information about

source and target module is an interlinking module. It is mandatory to select a

connecting module because it will help Zia determine the successful transactions

that take place in your business.

For example, Deal is the connecting module for Product and Contact modules,

because it has all the information about the purchased products, date of purchase,

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type of customers who choose a particular product, other products that may have

been purchased by them, type of products preferred by a group of customers.

Indicating the completion state of a process: The model can recommend the right

product by analyzing the successful transactions that have taken place in your

business. When a subscription is renewed, a deal is won, a product is purchased

or a course is taken, they indicate successful completion of a sales process.

These data are considered as positive values by Zia to make recommendations

that best suit the customers with similar characteristics. These fields must be

present in the Connecting module.

In addition to this you must select the data/time field that indicates the

completion state of these processes, for example, purchased on, subscription

renewed on, deal closed on etc. The date and time field will help Zia learn the

frequency of purchases and recommend those items for repeat purchase, next

purchase or items to be bought together etc.

To configure recommendations

1. Go to Setup > General > Zia > Recommendation.

2. In the Builder tab, click New Recommendation.

3. In Create New Recommendation, enter the Recommendation name and

click Next.

4. In Source, select a Module from the drop-down list.

• In What [Module name] do you want to recommend?, check All records

or specify criteria and click Next.

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5. In Target, select a Module from the drop-down list.

In Which [Target Module name] do you want to recommend [Source Module

name] to?, check All records or specify criteria and click Next.

6. In How source and target are connected?, select a Connecting module from

the drop-down list.

7. In How do you want to indicate the [Connecting module name] completion

state?, choose the fields and enter appropriate values.

8. In Which date/time field will determine the above mentioned criteria from

start to end?, select a field from the drop-down list.

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9. Click Next.

10. Click Save, to save the recommendation model.

Editing, Deleting or Deactivating a model

You can edit, delete or deactivate a model whenever necessary. Under the Builder

tab in recommendation, you can view all the models that have been created. You

can hover on a model and click the more icon to Edit or Delete a model. Similary,

you can toggle off a model to deactivate it.

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