The CRM Zen Show Episode 133 – YouTube For You, Too

Zoho News

• Zoho Social gets a HUGE update
  • Here are all the new amazing additions:
    • YouTube has been added to Zoho Social!
      • Still would recommend posting from YouTube, but the reporting and tracking are amazing!
    • Content Library
      • RSS
      • Media Library
      • Cloud Picker
    • LinkedIn Lead Generation
    • zShare Capabilities Enhanced
    • New Premium Plan
      • Included UNLIMITED brand add-ons
    • UTM parameters added for Social Channels
• Zoho CRM Updates
  • Great way to start off the new year with some yearned for updates.
    • Custom views are now lockable
    • Web tabs are now accessible by portal users
    • Removal of system-defined fields “exchange rate” & “currency” Hallelujah! 
    • And more…
  • A nice announcement covering motivator for CRM.
• Zoho Inventory’s February Updates
  • The big winners in this update are Bulk printing of shipping labels (up to 50) and an online summary of orders.
• Zoho Book’s February Updates
  • SurePayroll Integration is here (Anyone else excited for this? I know we are!)
  • Branches added to Global editions
• Zoho People’s February Updates
  • 3 new additions for the month:
    • Continuous Review feature updated
    • Weightage changes to KRA, competency, and skillset
    • Completed Certifications can now be downloaded by admins
• Goodbye to Free Remote Sales Office
  • This bundle released last spring during the pandemic is now $3 per user a month.  It will remain free if you already have it until March 1, 2021.
• Zoho WorkDrive Standard Plan Upgraded
  • A handful of updated features for standard edition users including a 10GB storage limit increase per user(doubled from before).  
• Telephony Extensions Deprecated
  • The following extensions will no longer work starting March 1:
    • Ozonetel, Sipgate, Ring.io, Asterisk 1.4, Elastix 1.6, Avaya
• Zoho Projects Keyboard Shortcuts
  • Here is a helpful list of keyboard shortcuts for Projects.

Notable Mobile Updates

• Zoho Projects iOS App (v3.3) 
  • Now Supports Gantt Charts
• Zoho Desk Android App (v2.4.16) 
  • Now Supports The Accounts Module
• Zoho Mail iOS App (v2.6.13)
  • Displaying Meeting Link In Event Email Details Is Now Supported
• Bigin iOS App (v1.2.19) Gets 2 New Updates
  • Contact names are now displayed in Kanban Card View for Deals
  • Modules Renamed On The Web Will Now Sync With Bigin App
    

Implementation of the Week

• Campaigns Workflow Assignment via CRM Deal Stage
  • Deal pipeline is a long process (>6 months)
  • Contacts with related Deals within certain sections of the CRM Deal flow should be entered into an engagement drip
  • Custom function written to sync Deal stage into Contact record
  • Specific CRM views in Contacts set up to sync to Campaigns mailing lists which enter pre-designed workflows

This Weeks Read

• 5 reasons why your business should be on YouTube –  By Max Thorpe for the WeVideo Blog
  • To paraphrase The Buggles – “Video may have killed the Radio Star, but it can make your business soar”
  • “If a picture is worth a thousand words, then how many words is a video worth? A million? Forrester researcher, Dr. James McQuivey, estimates that one minute of video is equal to 1.8 million words.”

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Why You’ll Fall in Love With a CRM Health Check
• New Zenatta Case Study
  • The Pediatric HeadShape Clinic
• New Resource Guides
  • Why You Need A Multichannel CRM

Application / Plug-In of the Week

• TubeBuddy #1 YouTube Channel Management Toolkit
  • We fell in love with this plug-in this week!
  • Bulk processing of videos
  • Tons of templates and recommendations
  • Promotion tools
  • Amazing analytics & research management
  • Versions include: Free, Pro $7.20/mo, Star $15.20/mo & Legend $39.20/mo

Tips and Tricks

• Zoho Campaigns Beginner’s Guide How To Send A Campaign
  • This 17-minute video tutorial is a step by step guide on how to send a campaign.  We throw in some pointers on best practices along the way.