The CRM Zen Show – Episode 116 – Just Use Deluge

Zoho News

• Zoho Forms integrates with Zoho PageSense

  • This integration makes it possible to learn about how visitors interact with each field on your form and assist you in fine-tuning your forms.

• All New Marketplace Extensions for September 2020

  • Here is the full list of all of the recently released Extensions in the Zoho Marketplace. A big one, is that you can now connect Zoho Subscriptions to Zoho Analytics.

• Zoho WorkDrive Adds Improved File Previews

  • WorkDrive supports 160+ file formats which means you can quickly view files without having to open or download them. The team has added 5 new enhancements for previewing your files.

• Zoho CRM Enhancements to Webforms and A/B Testing

  • 3 nice updates.  The big one being that after the A/B testing is completed, you can launch the winner automatically.

• Zoho CRM Portal Pricing Changes

  • Zoho has revised the pricing of portals.  (The price went down.)

• Zoho CRM “Unsubscribe” Feature Has Been Revamped

  • These changes will not impact the existing unsubscribe links, except these links will not be listed under the list of unsubscribed links.

• Zoho CRM Wizards Enhancements

  • A bunch of new features for Zoho CRM Wizards. 

  • If you haven’t tried Wizards they allow you to create CRM records with forms that are easy to navigate, and allow you to guide your sales team with notes

• Zoho Desk Devs Can Now Access Resources Defined in the Resources.json File

  • Developers can now easily include Zoho Desk resources, such as fields and webhooks, within your extensions.

Notable Mobile Updates

• Zoho Projects Mobile Updates

  • Zoho Projects iOS app, adds support for multi-select and multi-user custom fields within the app.

Implementation of the Week

• Zoho Survey – CRM Integration to create Task for Contact record upon Survey completion

  • Zoho Surveys have a plug-and-play integration into the CRM that allows for Surveys to be sent out and tracked related to CRM records

  • However, completion of a Survey can not trigger a specific follow up activity to the CRM record owner

  • On completion of a Survey, we can trigger custom functions to run

  • Our custom functions finds the matching CRM Contact or Lead, and creates a follow-up Task to the record owner letting them know which specific survey was completed

This Weeks Reads

• Why Hasn’t CRM Taken Over the World? – CRMBuyer – By Denis Pombriant

  • Training is key to adoption.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs

  • Getting Started with Zoho Orchestly

  • Rapid Planning for Agile Development with Zoho Sprints

• New Resource Guides

  • Employer’s Guide to Submit IT Declarations

  • Invoice 101

Application / Plug-In of the Week

• Loom

  • We use Loom everyday at Zenatta.  It is our app of choice to record quick videos for our customers.

  • This was an app of the week way back on CRM Zen Episode 5 (September 3, 2018) They recently announced a bunch of changes, and I thought this would be a great time to share this application again.

Tips and Tricks

• Creating and Extracting Zip Files in Zoho WorkDrive

  • In this video from the Zoho team, they show how WorkDrive lets you create ZIP files, download zipped data into your system, and extract files into a different folder.

  • You can also preview the contents of a Zip File without opening it.