The CRM Zen Show Episode 139 – Upon Further Review…

Zoho News

• Major Update To Zoho Campaigns – Well…  Not So Fast
  • Zoho announced a major downgrade to  Zoho Campaigns that removed A LOT of features.
  •  But, after much public and internal backlash, have reversed the decision.
  • For the full context of what happened and what is going to happen, you may wish to listen to this week’s CRM Zen Show. (Sorry for the teaser. =] )
• Zoho ContactManager EOL Announcement
  • Zoho Announces EOL for Zoho ContactManager by September 30, 2021.
    • Here is a guide by Zoho to Migrate ContactManager to Bigin.
• Zoho Service Outage PSA
  • Servers were down for Zoho SalesIQ,  Zoho Sign,  Zoho People,  Zoho Desk,  and Zoho One from on Mar 23, 2021, from 06:56 AM CDT to 09:35 AM CDT (2 hours 39 mins). 
• Zoho CRM March Updates
  • Zoho CRM Adds Enhancements To Deal Stage & Stage Probability Mapping.
  • Zoho CRM Gets UI Enhancements For Dashboard “Manager View”
• Zoho Workerly Adds AI-Powered Photo Logging
  • This recent addition allows agencies to better manage time clocks to prevent “buddy punching” with its new photo logging feature for Zoho Workerly.
• Zoho Cliq Adds New Navigation Sidebar
  • This recent addition streamlines your existing views making it easier to navigate through Zoho Cliq.
• Zoho Recruit Adds Custom Portal
  • Extend access to your clients to create, edit, or delete certain records you wish to share.
• Zoho Introduces Zoho Marketing Plus
  • This newest addition is a unified platform for marketing teams to bring together all their marketing activities under one platform.
  • This new bundle includes:
    • Brand Studio (NEW)
      • Does not appear to be included with Zoho One, yet.
    • Campaigns
    • Social
    • MarketingHub
    • Survey
    • PageSense
    • Meetings
    • Backstage
    • Analytics
    • Workdrive

Mobile App News

• Zoho Sheet Introduces Exclusive iOS and iPadOS App
  • Create and edit spreadsheets on the go!
• Zoho Mail Android App Adds New Alert
  • You now can activate a new folder alert in the latest version (v2.4.19) of the Zoho Mail Android app.

Implementation of the Week

• Daily check-in automation via Creator app pop-up forms
  • Zoho Creator is Zoho’s most flexible app building solution
  • Zenatta uses this tool internally for client engagement, and project management
  • Creator can use Deluge (Zoho’s on platform scripting language) to control HTML elements on load of a new page
  • Using this, a form is presented to team-members in select roles the first time they load the system
  • Form allows team members to highlight workload, availability, and goals for each day
  • Submission of the form is routed to a management Cliq channel via API to notify project managers of team-member submission

This Weeks Read

• What Consumers Want to See on Company Websites by Geoffrey Colon
  • Wondering what consumers want to see on your website?  This 6-minute read gives you 9 things to consider.
• Do Blog Posts Actually Lead to Purchases by Pamela Bump
  • A quick 6-minute read taking a look at how blogs are still a viable marketing strategy. 

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • 7 Ways to Grow Your YouTube Channel
  • Social Media Policies Your Company Should Adopt
• New Resource Guides
  • Simplifying Communication With Case Management

Application / Plug-In of the Week

• Feedly
  • This is my favorite news application & RSS reader. I use it every day and it is in a class all by itself.
  • Feedly is an aggregation service reader application that gathers and organizes web content into a cohesive experience. 
  • It can pull in content from websites, news outlets, blogs, digital publications, and YouTube.
  • Feedly can be viewed in a web browser, and also has native applications for Mac, iOS, and Android
  • Free Version and $6, $12, and $18 a month versions with various features.

Tips and Tricks

• Zoho Sign Beginner’s Guide – Settings
  • We wrap up our series with this 9-minute video tutorial covering all of the settings for Zoho Sign.