The CRM Zen Show Episode 199 – When Chase Closes a Door, HSBC Opens a Window

Zoho News

• Zoholics is back!
  • At least in Europe.  No announcement yet for the US Zoholics, but hey, we’ll take it!
• Zoho CRM Email Templates are now Responsive in Desktop/Mobile 
  • And this falls into the category of we thought this was a thing.  Nice to see it is now working!
• New Features to Zoho Bookings 
  • Slick new “Service Availability” feature added allowing better scheduling options for booking availability.
• Zoho Campaigns Mobile App May Updates
  • Nothing major this month, voice-over support for iOS and some other minor additions for the Au, EU, & IN.
• Zoho WorkDrive Mobile App Offline Support 
  • Yay! Very nice addition to the WorkDrive mobile app.
• Zoho Workplace May Updates
  • Some minor new features for Mail, Show, and Meetings.
• Zoho Meetings Changes to Restrictions
  • For those long distance lovers, you can now have a 24 hour call.
• Zoho Meeting Supports Picture-In-Picture Mode for Android 
  • PIP PIP Cheerio!
• Zoho Finance Partners with HSBC 
  • Still no update yet on Chase or any other major broken bank feed, but if you are in Europe this is now a direct connection for those using HSBC.
• ZeptoMail Introduces Auto top-up, suppression list and more
  • Some big improvements in this batch of updates for ZeptoMail, great job to the team on all of these new features.

Implementation of the Week

• CRM/Campaigns – Automated Topic Assignment via CRM Tags
  • This is built in the new CRM/Campaigns sync, which requires the usage of Topics for including Contacts in mailings
  • First, we set up fields in the Contacts (Tags, in this case) that we will use to define with which topics a contact should be associated
  • Then, sync All Contacts into a master Mailing List via the new sync methodology
  • Last, we use a Campaigns Workflow (often used for automated emails/SMS, but they can be used for MUCH more) to sort the Contacts by Tags and associate them with the proper Topics

Code Share of the Week

• Null Checks
  • We’ve all been there. Your function works perfectly when you test it, then it goes live and someone pings you a week or two later and says “Hey, your thing didn’t work”. How?!? You didn’t change the code, so how can it have worked fine for a week and suddenly break? Because Null happens.

This Week’s Read

• Customer Experience Leaders Can Learn from Baseball
  • If you are a baseball fan, this week’s read is exceptional.  And if you aren’t, it is still worth reading.

New On Zenatta

• Zenatta Blogs
  • Benefits of a Templated Website
    • Our web team has been busy building out a new template system for websites.  Stay tuned more to come soon!

Application / Plug-In of the Week

• Due
  • A very slick app for iOS and Mac OS.  Great little app to track tasks and daily reminders.  Overall excellent interface, alarms, and functionality. 

Tips and Tricks

• How to Set Up the NEW Zoho Campaigns Sync
  • This new Sync is GREAT!  If you use Campaigns this video tutorial covers everything you need to know to set up the new Sync.