The CRM Zen Show Episode 197 – Oops, Let’s Try That Again

Zoho News

• Zoho Campaigns Sync Round 2
  • This launched at the end of last year but was pulled shortly after launch.  You should now be able to turn it on under Sync Services.
• Zoho Campaigns Releases Exclusive Edition For Marketing Agencies
  • Some of the previous Agency Editions product releases have been very good, we are curious how this one stacks up.
• Zoho Campaigns Adds 6 New Languages
  • Still no Pig Latin.
• Zoho CRM Releases V3 APIs
  • Quite a few nice updates in the newest release including a lot of limits were increased from 200  to 2,000.
• Zoho CRM April Community Digest
  • In case you missed anything last month.
• Zoho May Finance Suite Updates
  • Zoho Books May Updates
  • Zoho Invoice May Updates
  • Zoho Expense May Updates
  • Zoho Inventory May Updates
• Zoho Meeting May Updates
  • Nothing major here, just a few minor updates and enhancements.
• Zoho Backstage April Updates
  • You can now do 1-on-1 breakout video sessions.
• Sridhar Vembu’s Take On Twitter Takeover
  • If you don’t follow Sridhar on Twitter, here is his take on the recent Elon takeover of Twitter.

Implementation of the Week

• Custom Widgets for External Webpage Embeds in CRM Homepage
  • The CRM Homepage dashboard is normally used to display either custom views of CRM module data, or chart visualizations of data
  • However, they can also contain embedded pages from external URLs
  • To accomplish this, first we create a Widget in the CRM that references this URL
  • Then, we just need to select this widget from the CRM Homepage configuration and add it to the layout

Code Share of the Week

• Clean Up Your Data in Zoho Sheet
  • This week’s code share is a simpler one but very cool and powerful in what you are able to do with Deluge and Zoho Sheet.

This Weeks Read

• Everything You Need To Know About Keyword Match Types by Flori Needle
  • Quick 4-minute read from the team over at HubSpot, giving a brief overview on what the difference is between various keyword lingo inside AdWords.
• Leadership Insights: CRM Applications by Mike Vizard
  • This article was actually a write-up on an interview I had a few months back.  Shoutout to Digital CxO for putting this together.

New On Zenatta

• Zenatta Blogs
  • How are you tracking your Campaigns?
    • Depending on what type of campaigns you are running, here are a few things to consider implementing to potentially better track your ROI from various campaigns.

Application / Plug-In of the Week

• Workflow Enhancement Suite
  • This week on the show we had Massimo Ianniruberto, founder BluRoot Inc. and the creator of our pick of the week.  Very cool app and Massimo gives a full demo of it on this week’s episode.
  • The App will be released sometime this week!

Tips and Tricks

• Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL
  • This week’s tip is a long one as Tyler dives into some more advanced techniques used inside Zoho Analytics.