CRM Zen Show Episode 158 – Brett’s Tin Foil Hat

Zoho News

• Zoho Sprints Adds 3 New Custom Fields
  • Some nice QOL additions with new fields: percentage, currency, & lookup.
• ZeptoMail Adds Email Templates
  • Not a large template library but still a few good ones for your transactional emails.
• Zoho Bigin August Updates
  • A GREAT batch of updates including HIPAA compliance.
• Zoho Sign Revamps Add-on Pricing
  • A complete rework of the add-on pricing now called Zoho Sign Credits.
• Zoho Writer Adds Improved Editing Tools
  • Don’t like the navigation panel on the left? You can now move it wherever you’d like!
• Zoho Subscriptions August Updates
  • The biggest update of this batch is customers can now change from trial to live version directly from the portal.
• Zoho Books August Updates
  • Some new integrations for users in Germany, India, and the UK, as well as, Bigin can now sync Contacts and Items with Zoho Books.
• Zoho Inventory July Community Digest
  • Some enhancements to fields and reportings getting ready for the depreciation of QB Commerce.
• Annual Maintenance For EU and AU Data Centers
  • There shouldn’t be any interruptions of services during the scheduled maintenance times.
    

Implementation of the Week

• Zoho CRM “Loading Module” for running complicated file imports
  • Zoho CRM has a robust import tool to create/update records via importing spreadsheet files
  • However, sometimes a file needs to be processed more than is possible via the import tool to preserve data integrity
  • Custom module built to capture necessary fields from import file
  • Deluge function created to process data into proper maps for creating/updating multiple records in one import

This Week’s Reads

• Leaders have lost control of the office – they need to realize choice is key by Derek du Preez
  • It looks like this cultural change is here to stay.  Another great take on this new norm.
  • If you use Twitter we would love to hear your opinion on the topic this Wednesday. Just look for this post from @zenattaconsult.
• Our Favorite 3rd Party Appointment Systems for Zoho by Zenatta
  • We break down the importance of appointment systems and our top 3 picks that integrate with Zoho.

Pick of the Week

• Google Drive for Zoho CRM
  • Key Features:
    • Create a folder in Google Drive for every lead, contact, and deal in your Zoho CRM
    • Synchronize Zoho CRM attachments for every record into the appropriate Google Drive folder
    • Organize your files into folders with an intuitive drag-and-drop interface
    • Preview PDF and image files in Zoho CRM

Tips and Tricks

• Advanced Settings In Zoho Mail – 2021 Beginner’s Tutorial
  • In this final Zoho Mail video tutorial we cover:
    • Mail View Options
    • Compose Options