The CRM Zen Show – Episode 131 – WorkDrive On OverDrive

Zoho News

• Zoho Mail 2020 Review
  • Here’s a summary of the most important highlights from the past year:
    • New services for better emailing and collaboration
    • 15 million users and counting 
    • Workplace was named India’s best app for Office Productivity  
    • One inbox for all your emails 
    • Timely updates for a smooth remote work experience 
• Zoho Slides a New App In Under the Radar – RouteIQ
  • Zoho’s first NEW application of 2021 is here – Route IQ an optimized route planner for Zoho CRM.  This app seems to be live and available for purchase to everyone!
• Workdrive Adds Domain Feature, Support/Follow Feature, & Launches New Desktop App
  • WorkDrive introduces a Custom Domain feature that lets admin users create customized URL for their WorkDrive account.
  • New WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications.
  • You can now share files and folders with the WorkDrive support team with view or edit access to analyze, debug, or understand issues related to preview, formatting, and editing.
  • Follow important files and folders to stay up to date on all changes made by  your collaborators.
    • For files, you will get instant notifications for version update, rename, and comment actions.
    • For folders, you will get notifications for create, upload, add, or remove actions.
  • The improved WorkDrive: reinvent work & revolutionize productivity: Part 1
    • Here is a complete look of the improved WorkDrive & the TrueSync App.
• Zoho Campaigns Adds The ‘UNDO-REDO’ Buttons To Template Editor
  • The ‘UNDO’ and ‘REDO’ option in our campaign template editor is one of the much awaited options. 
    • Keyboard shortcuts (Ctrl+Z for UNDO and Ctrl+Y for REDO) for MAC and Windows supported
    • Applicable to all components
    • No limit set

• Zoho Founder & CEO, Sridhar Vembu, Awarded Padma Shri
  • Sridhar Vembu has been awarded India’s fourth-highest civilian award, Padma Shri, for his contributions to trade and industry.

Implementation of the Week

• Customized Round Robin based on CRM User Role Designation
  • Sales users are organized into roles based on physical locations
  • Roles are named in a standard format based on location name
  • On submission of a new Prospect submission (custom form), data is routed through Zoho Flow which runs a custom function to check open Prospect engagements for each Sales user at the submitted location
  • Custom function identifies the last Prospect assigned to each user, and then determines which one is oldest
  • Whichever user whose most recent Prospect is the oldest is assigned as the owner of the new Prospect

This Weeks Read

• 6 Steps to Successful Customer Onboarding, a Critical CX Activity that Most Companies Fail – By John Goodman for CustomerThink
  • From the article: Customers spread negative word of mouth (WOM)
  • Two major SAAS software firms found many of their clients’ IT and Operations departments failed to aggressively train the front line on how to use many of the product features. In addition, many client executives were not trained on how to generate useful reports, resulting in widespread dissatisfaction, cancellation of software contracts, and negative referrals. CCMC’s 2020 National Customer Rage Study indicates that dissatisfied customers generally spread three times as much negative WOM as satisfied customers spread positive WOM.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • 5 Quick Tips for Zoho Social
  • How To Maximize the Life Cycle Of Your Marketing Campaign
• New Resource Guides
  • How To Create Engaging Content Using Social Media Campaigns

Application / Plug-In of the Week

• Zoho Projects for Gmail
  • Add Tasks to a Project. 
  • View existing tasks linked with a mail.
  • Add descriptions, set due dates, assign owners, associate task lists and set priority for tasks.
  • Add mail attachments to a task.
  • Work across multiple projects and portals, easily.

Tips and Tricks

• Zoho Desk Beginner’s Guide – Basic Automation
  • In this 10 minute video tutorial, we cover some basic automation and workflow rules that we generally always set up for our clients.