The CRM Zen Show – Episode 125 – We Need To Talk Lucy

Zoho News

• 5 Updates Released for Zoho Analytics
  • This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more.
    
• Zoho Show For Android Update Adds Download Repository
  • Zoho has added a “View Downloaded files” section to the Show app for Android, allowing you to view PPTX, PDF, or JPEG files from a single location.
• Zoho Commissions CRM Essentials Research Survey: US and Canada Adjunct Surveillance Survey
  • The data shows that 62% of U.S. and Canadian companies don’t inform customers that they allow tracking code from third-party services on their websites.
    

Implementation of the Week

• UTM Tracking for CRM Leads via Zoho Forms
  • Zoho Forms has specific settings for UTM Tracking
  • First, Z Forms code is embedded in the footer of all pages on the website
  • UTM Tracking fields added to Zoho Forms – CRM integration
  • Simple iFrame embed used to add Form to website
  • On submission of Form, UTM Campaign, Term, Click ID all are captured and submitted

This Weeks Reads

• Everything You Need to Write a Marketing Plan – HubSpot Blog – Written by Clifford Chi @BigRedDawg16 
  • Last week HubSpot had a great blog on Marketing Budgets.  Here is one on building out your Plan (I recommend you do this first).  It also includes a downloadable template.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Get Your Small Business Organized with Zoho
• New Zenatta YouTube Videos
  • Ring Central & Zoho: Overview & Best Practices – Webinar
• New Resource Guides
  • Into the Inbox
  • Zoho SalesIQ Handbook on Intelligent Triggers

Application / Plug-In of the Week

• SMS-Magic
  • On our webinar last week about RingCentral and Zoho I was asked about good SMS solutions.  I left this one out, and I heard about that omission from quite a few of you. 🙂  This is the ALL-TIME TOP rated extension in the Zoho Marketplace with 590 Reviews, of which, 543 are 5-STAR.  
• Some of its Key Features Include:
  • Two-way SMS and MMS conversations, featuring a simple interface that empowers reps to quickly deliver rapid sales responses and service resolutions with SMS templates.
  • Automated compliance management, auto-responses, personal profiling, surveys, scheduling, and SMS campaigns.
  • View an entire history of all conversations, across Zoho modules, within each record. Users share a 360˚ history of every record’s messaging conversations, to give each buyer a personal touch.
  • Track & analyze responses, manage Sender IDs, receive delivery reports, and opt-outs.
  • You can get the full details from the companies website.

Tips and Tricks

• How to Use Zoho CRM Campaigns and Deals to Track your True ROI
  • A quick 2 Minute Video Tip from our webinar on Google Ads and Zoho.
  • This will show you how to set up a campaign and track your true ROI on Google Ads inside Zoho CRM.