The CRM Zen Show Episode 191 – FiredUp Culture Club Zenatta

Zoho News

• Zoho Cliq Adds Personalized Emojis & Stickers
  • Cliq is now complete.
• Zoho Campaigns Merges Advanced & Regular Campaigns
  • Good to see these are combined, no change to functionality.
• Zoho CRM Adds Admin Tools
  • These are super slick, especially for those larger organizations out there.
• Share Individual Records with Roles and Groups
  • We’re sure many of you out there will do a happy dance for this one!  We are glad it is finally a thing.
• Zoho WorkDrive 3.0 Part 1
  • We covered most of these the last few weeks, excited to see what other new features will be coming with Part 2.
• Zoho Desk Android App Adds Ticket Sorting
  • Definitely a feature you want for Desk.
• Zoho Show Adds 3 New Add-Ons for Android
  • Does anyone here build their slideshows on their phone?
• Zoho Mail iOS adds Send Later Feature
  • A minor update, but nice to see this feature make its way over to iOS.

Implementation of the Week

•  Zoho Desk/CRM/Books Integration for Hourly Tracking
  • Zoho Desk can be used to track work hours against requests
  • On-time entry addition, Zoho Desk can write to the CRM version of the time entry to the relevant CRM Account
  • Scheduled functions run in CRM to pull in all purchased support hours via Zoho Book invoices to CRM Account
  • CRM time entries are added then deprecate from purchased hours. Once hours are low or zero, auto-reminders sent to the Customer
    

Code Share of the Week

• Open a new tab via deluge with openUrl()
  • Some very nice ways to implement this including a custom button that will open a new tab.

This Weeks Reads

• This week we had Chris Ihrig from FiredUp! Culture on the CRM Zen Show. The team building and employee development resources they provide are best-in-class and well worth checking out.
  • From Underperforming to Rockstar: A CEO’s Roadmap to Investing in Their Leaders
  • The Innovative Leader’s Guide to Transforming Company Culture…Starting with Yourself.

New On Zenatta

• Zenatta Blogs
  • 7 Strategies To Boost Customer Experience
    • Like Zoho, we also believe that CX is extremely important and often overlooked.  Here are some quick tips on us to help boost your overall customer experience.

Application / Plug-In of the Week

• Zoho WorkDrive Genie for Mac (Beta)
  • Keep in mind that this is still in Beta, but if you use WorkDrive this desktop app has some very nice features and a lot of potential.

Tips and Tricks

• What is CRM? Expert Explanation with Industry Examples

In this week’s tip Drew dives into “What is CRM?” explaining various marketing and sales scenarios for CRM and how they engage with the CRM.