How Zia is Making Product Configuration and Pricing More Intelligent for Smarter CPQ Decisions

If you’ve ever managed CPQ in a live sales environment, you know the hard part isn’t creating product bundles, but keeping them aligned with how customers actually buy. Sales behavior shifts quietly, so, a bundle that converted well a few quarters ago may no longer reflect today’s buying patterns. Zoho CRM has long enabled teams to create accurate, rule-based quotes through its Product Configurator. However, maintaining those rules has traditionally meant regular involvement of the admin, ongoing reviews, and a fair amount of guesswork.

This update resolves that challenge by letting the system learn directly from real quoting activity.

Zia Learns from How Your Customers Actually Buy

Instead of relying solely on rules that admins manually define, Zoho CRM now uses Zia to analyze historical quote data and identify real-world buying patterns. Zia looks at the products that are frequently sold together and identifies combinations that consistently perform well. These insights are then turned into suggested configuration rules. They reflect how your sales teams are truly selling, not just how the system was originally designed.

What makes this especially useful is visibility. Zia doesn’t just suggest product pairings, but also shows how often those combinations appear in past quotes. Sales and operations teams can clearly see the bundles that customers prefer, which makes it easier to trust the recommendation, eliminating guesswork.

Once enough quotes exist to establish meaningful trends, these suggestions are enabled automatically. Users are notified through the Zia panel when new recommendations are ready. This approach ensures that nothing gets lost or overlooked.

Your Team Retains Full Control

While the recommendations are intelligent, they’re never forced. Suggested rules are initially disabled, which gives an opportunity to users to:

Review them
Rename them
Tweak the logic before activation

If approved, they behave just like any other CPQ rule. If not, they can be modified or discarded entirely.

Zia refreshes these insights every 15 days to stay aligned with evolving sales behave. The system limits recommendations to a manageable set, of up to ten at a time. This ensures that teams aren’t overwhelmed. If the system recommendations are turned off, all suggested rules are automatically removed, which keeps the setup clean and intentional.

More Precise Price Rules with Additional Criteria

Pricing logic often breaks down just because it applies too broadly. This update addresses that gap. Instead of a price rule triggering every time a product appears on a quote, teams can now define exactly when it should apply.

For instance, a pricing adjustment can be applied only when a minimum quantity is met, when a discount field contains a value, or when the product falls under a specific category. These conditions can be combined using a clear criteria pattern on Zoho CRM. This ensures that the rule activates only in the scenarios you intend. As a result, you obtain a predictable pricing that’s far easier to manage.

Why Choose Xponential Digital

As a Zoho Advanced Partner, Xponential Digital helps businesses move beyond adopting new features to practical execution. From CPQ design to pricing logic and automation strategy, the focus stays on aligning Zoho capabilities with real sales workflows. Working with the professional partner, businesses can translate these enhancements into measurable efficiency without being overwhelmed by the complexity.

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