Zia Recommendation · 2020-04-01 · Online learning: Students who have subscribed for a particular...
Transcript of Zia Recommendation · 2020-04-01 · Online learning: Students who have subscribed for a particular...
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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