The CRM Zen Show Episode 183 – It Takes a Zillum

Zoho News

• New Zoho Bundle – Zillum
  • This is an interesting one, but if you are looking for a family bundle to share your favorite cat pics and more, Zillum is for you.
• Zoho Sign Extension for HubSpot Early Access
  • Nice to see the Zoho Universe expanding to other CRMs.
• Zoho CRM Email Notification Enhancements
  • A very nice improvement for sending mass emails inside the CRM.
• Update To Premier Inside the Bigin App
  • Update your plan straight from the app.
• Zoho Bigin Android App Adds Secondary Contact
  • Slightly different than contact roles from CRM, but non the less now it is available in the mobile app.
• Zoho Sprints iOS January 2022 Updates
  • A handful of minor things that needed to be in the mobile app are now available.

Implementation of the Week

• Zoho CRM – Quickbooks Online Integration for Deal-invoicing
  • Many of our clients make the switch to Zoho Books when implementing Zoho One
  • However, not all clients want to leave QBO if it is covering their needs
  • Zoho CRM Deal subforms were created to capture line items related to a particular transaction
  • Custom button created on Deal record to organize and POST data to QBO to create invoice
  • QBO Invoice URL returned and linked to Deal for easy access

This Weeks Read

• The Ultimate List of Marketing Statistics for 2022
  • Ultimate list it is indeed.  Ever possible stat a marketer is in this blog by HubSpot.
• 3 Tests Our Content Team Ran in 2021 & How They Impacted 2022 Planning
  • A great read for any marketing teams out there on how the HubSpot team was able to grow and improve over 2021 to 2022.  Our internal team had similar findings and growth.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • The Only Portal You’ll Ever Need For Zoho
    • Last week we did an overview of Z Portals with John-Mark Bantock.  Here is a complete written breakdown of Z Portals.

Application / Plug-In of the Week

• Crankwheel
  • Features include:
    • Screen Sharing with up to thousands of viewers
    • Remote Control for sales and customer success
    • Instant Demos lead capture with instant callbacks
    • Never Over Limits™️ for your peace of mind

Tips and Tricks

• How To Integrate QuickBooks with Zoho CRM Tutorial
  • In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM.  Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process.