CRM Zen Show Episode 156 – 3 Years of Zen

Three Year Anniversary Special

• This episode of the CRM Zen Show marks 3 years of the show.  Thank you for all of your continued support and be sure to watch this week’s episode as we recap our wish lists over the last 3 years.  Also, Tyler and I picked our favorite new application over the last 3 years.

Zoho News

• Zoho Sign Q1/Q2 Updates
  • The Zoho Sign team has definitely been busy this year with some really great improvements and more yet to come.
• New Zoho Assist & Zoho CRM Integration
  • Scheduling a remote session with your contacts is now even easier with this new marketplace extension.
• SalesIQ Websites Is Now Brands
  • This revamp also comes with some new minor improvements to the old system.
• New Zoho CRM Email Composer
  • This is NICE! Expect to see this update before the end of August.
• Zoho Bookings Pricing Changes
  • This latest pricing change is about a 30% increase from the previous price points.
• Zoho Workplace Updates
  • A roundup of 6 interesting updates to the Workplace suite.

Implementation of the Week

• Projected cash flow reporting on Recurring Invoices, Partially Payable Invoices, and Subscription Renewals via Zoho Analytics
  • Based on the start date, and due/end date of a specific record, we can calculate how many expected future payments should occur
  • Based on the number of payments, we can calculate the expected amount per payment for future payments
  • Using a SQL Query, you can break this data out into a series of expected future payments 
  • Using this data, we can display expected future payments via a chart, or pivot table for forecasting purposes

This Weeks Read

• Your Cheat Sheet to Google’s 200 (Known) Ranking Factors by Adriana Stein @adrianakstein
  • This 11 minute read is A LOT to take in but extremely important to keep in mind when building your brand and content on your site.  Don’t forget if you need help with this we have a team of experts here at Zenatta to help!

New On Zenatta

• Zenatta Blog
  • Zoho Subscriptions Full Product Tutorial
    • For those of you that would prefer to read up on everything we covered her is a write up on this week’s webinar.
• New Zenatta YouTube Videos
  • Zoho Subscriptions Full Product Tutorial 2021 Webinar
    • One of our favorite Zoho Applications and we cover it all in under 40 mins!

Pick of the Week

• Mapsly
  • This Zoho CRM Marketplace Extensions key features include:
    • Geo-analysis and editing
    • Routing and sales rep management
    • Territory management
    • Advanced automation

Tips and Tricks

• Setting Up Signatures For Zoho Mail – 2021 Beginner’s Tutorial
  • In this 3-minute Zoho Mail video tutorial you will learn how to set up:
    • Default Signatures
    • Alias Signatures