The CRM Zen Show Episode 175 – Emotional Footprints in the Sand

Zoho News

• Instant Messaging Channels Coming to Zoho Desk – Early Access!
  • Tickets can now come through WhatsApp, Telegram, LINE, and WeChat for Zoho Desk.
• Zoho CRM to Campaigns Integration Update
  • Essentially this summed up syncing is being changed to auto sync all of your leads, contacts, accounts, and deals depending on which you want to sync.
• Zoho Meeting Gets A New UI & Other Enhancements
  • A big batch of improvements was just made to Zoho Meetings including a new UI, video feed enhancements, webinar attendee increase, and more.
• Zoho CRM Dashboard Enhancements
  • The following have been added to the Zoho CRM Dashboard :
    • KPIs: My Open Deals, My Leads, My Untouched Deals, My Today’s Calls.
    • Custom views: My Deals Closing this Month
    • Funnel: My Pipeline Deals by Stage
• Zoho CRM Field Encryption Feature
  • You can now safeguard fields inside your CRM that data you may want encrypted.
• Zoho Sheet Publish Controls Get Revamped
  • Publishing capabilities are now all in one place with a new revamped UI and features. 
• Zoho SalesIQ Operator Chat Window Nurturing Leads
  • Last month Zoho SalesIQ released the Operator Chat Window. Here is a follow-up to that release with how to utilize it for your business.
• Zobot Calendly Integration
  • You can now have your Zobots direct the user to book directly onto your Calendly.
• Bigin Adds Color Coded Tag Support For Android App
  • In the latest update for Bigin for Android, the color-coded tag feature is now supported.
• Zoho Sign Wins The 2021 Software Reviews Electronic Signature Emotional Footprint
  • Congratulations to Zoho Sign for winning the 2021 Software Reviews Electronic Signature Emotional Footprint.
• Zoho Officially Launches Trainer Central
  • It has been in beta for the last few months but is now officially live.
• Zoho Inventory November Community Digest
  • Looking for holiday tips for Zoho Inventory? Check out his month’s newsletter as they cover tips and more.
• Zoho Backstage November Updates
  • A handful of updates and new features were added this past month.

Implementation of the Week

•  ZCRM Data Updates via ZAnalytics Synced Data
  • Oftentimes, we get requests to regularly sync data from 3rd party systems to ZCRM
  • If that application has a ZAnalytics Connector (or is hosted on support AWS/Azure services), then data can be regularly synced to Analytics with minimal deployment time
  • ZAnalytics SQL functions are then used for format the data and run necessary joins to consolidate
  • Scheduled functions deployed via CRM to create Analytics JSON Jobs, then query those Jobs to upsert CRM modules

This Weeks Read

• Boost team productivity using Eisenhower Matrix by Prason
  • We use similar methods here internally at Zenatta.  Having a system to prioritize your tasks will not only increase productivity but reduce stress levels within your organization.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
• Homebase Case Study
  • An amazing client to work with that we were able to help tackle a handful of unique situations for them with a series of implementations using custom functions.
• 5 Questions To Ask Yourself About Your Website
  • Many of these tips are often overlooked and can have a negative impact on your business in more than one way.

Application / Plug-In of the Week

• Calendly
  • Connect to all your calendars so you’re never double-booked.
  • Control your availability by setting your preferences.
  • Set the right meeting for the right goal: one-on-one, group meetings, and round-robin for rotating availability.
  • And now even turn on meeting Polls!

Tips and Tricks

• Zoho Recruit Overview and Settings Tutorial
  • This segment is from our Zoho Recruit Full Product Tutorial and covers the following:
    • Why do you need an ATS
    • What is Zoho Recruit?
    • A general overview of Zoho Recruit
    • A complete rundown of the settings inside Zoho Recruit