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Zoho CRM

Solutions Module

The Solutions Module in Zoho CRM is a knowledge base for storing answers to common customer problems. Solution records document the problem description and resolution steps, and can be linked to Cases to provide consistent, repeatable answers to support queries.

The Solutions Module in Zoho CRM is a knowledge base for storing answers to common customer problems. Solution records document the problem description and resolution steps, and can be linked to Cases to provide consistent, repeatable answers to support queries.

What is the Solutions Module in Zoho CRM?

The Solutions Module is a built-in knowledge base that stores documented fixes, workarounds, and FAQs. When a support agent handles a Case, they can search Solutions to find a matching resolution rather than re-inventing the answer. The matching Solution can be attached to the Case, ensuring the fix is on record.

Each Solution record has a Title, Description, Solution (the actual resolution text), Product, and Status (Draft or Published). Published Solutions are searchable by all CRM users.

Industry Example

IT/Software: A SaaS company’s support team creates Solutions for the top 20 error messages their customers encounter. When a new Case comes in with a known error code, the support rep finds the Solution in seconds and links it to the Case. Resolution time drops and consistency improves.

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Frequently Asked Questions

What is the Solutions Module in Zoho CRM?

The Solutions Module in Zoho CRM is a knowledge base for storing answers to common customer problems. Solution records document the problem description and resolution steps, and can be linked to Cases to provide consistent, repeatable answers to support queries.

How do Solutions relate to Cases in Zoho CRM?

A Solution is a documented resolution. When a Case is raised, support agents search for a matching Solution and link it to the Case. This reduces resolution time and creates a reusable knowledge base.

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