The CRM Zen Show – Episode 123 – The Mattress & Pillow Game

 

Zoho News

The Zoho Marketplace November Roundup

November saw 23 new or updated extensions in the marketplace.

Zobot Chat Handling Update

If a Zobot forwards a chat to an operator and it goes unanswered, it will now terminate the chat.  In the past the chat was stuck in limbo until the customer terminated the connection.

Backstage Updates For November

A Rich Text Editor has been added for Sites and Emails, as well 4 other updates in November.

Zoho Form’s Now Allows for Co-Editors

• This update has been a long time coming and is a really nice enhancement.  There are still some limitations, but this is a good start.A co-editor can:
• Access and submit
• Builder (except Payment and CRM fields)
• Rules
• Themes (except Saved Themes)
• Settings (except Document Merge and Manage Form Attachments)
• Share forms
• All Entries (can view only their entries under My Entries)
• They will not have any access to your form’s integration settings and approval workflows.

Zoho WorkDrive Updates

• Device management and app permissions and been added and updated.  You can read about all the changes here.

Zoho Recruit December Discounts & Updates

• Zoho is offering a flat 30% off on all annual Zoho Recruit plans, starting from December 1, 2020.  This applies to new and existing plans.
• A few small updates and integration with SEEK – Australia’s Number 1 Job Board.

Zoho Books Reporting Enhancements

• Three new updates in Zoho Books around reports and reports permissions.

Zoho Subscriptions Update – Chat & A New Payment Gateway

• You can now connect Zoho Subscriptions with Zoho SalesIQ to offer chat support to your customers when they visit the Subscriptions Customer Portal.
• Additionally, the payment gateway PayTabs, is now available globally.

Implementation of the Week

Cost per Lead and Customer Acquisition Cost Reporting via Zoho Analytics

• Lead/Deal data synced into workspace from Zoho CRM
• Spending/expense data synced into workspace via QuickBooks Online
• Expenses filtered to only include expenses from specific general ledger accounts
• Aggregate reports created to report on Cost per Lead generated (CPL), Cost per Deal won (CAC)

This Weeks Reads

SEO Success Is a Moving Target, but Good Content Will Always Be Crucial – CRM Magazine @CRM – by Maria Minsker @mariaminsker

• I’m always interested in articles that shed some light on the black art that is SEO optimization.  This is one of the better ones that I have come across.  Some nice tips here.

New Blogs, Videos, and Resource Guides

Zenatta Blogs

• Modernize your Website with Shopify & Zoho

New Zenatta YouTube Videos

• Integrating Shopify and Zoho: Overview & Best Practices

New Resource Guides

• Safety Stock Formula

Battling Cart Abandonment

Application / Plug-In of the Week

Email and Phone Checker Extension for Zoho CRM

• The Phone and Email Checker extension automatically verifies the authenticity of phone numbers and email addresses in the Contacts and Leads modules of Zoho CRM. The Phone and Email Checker extension validates leads that have been created or modified during that day.
• Validate phone numbers and email addresses for typos
• Validate phone numbers and email addresses for authenticity and existence
• Update Leads and Contacts email and phone statuses
• Fill empty country field based on phone number

Tips and Tricks

How To Animate Data Tables in Zoho Show

Zoho Show has some nice features that set it apart from other presentation software platforms.  This is one of those features that will really make your presentations pop.