The CRM Zen Show Episode 200 – I’ll CC You

Zoho News

• Upcoming Zoho Creator Updates for May
  • For all you developers, new permissions were added which are great, along with some API updates & clarifications.
• New Content Publishing Extensions for Zoho Writer
  • Including Desk, which is great for those of you wanting to push content straight to your Knowledge Base.
• Comparison Enhancements to Motivator
  • Good to see Motivator getting a little TLC.
• Zia Adds Similarity Recommendations
  • Zia keeps getting better, but nice for record change recommendations.
• New Zoho Sign integration with eID Easy for Simplifying QES 
  • Nice to see the Sign team constantly staying up to date with the different global standards out there for eSignature compliance.
• Zoho People May Newsletter
  • Timesheets, sharing permission updates, along with some other tips.  Great monthly newsletter if you use Zoho People.
• Zoho Meeting Compliance Alert for EU Third-Party Sub-Processors
  • Small PSA in regards to dial-in numbers for Zoho Meetings.
    

Implementation of the Week

• Google Analytics Integration with Zoho CRM
  • First, the client webforms were set up to capture the GoogleAnalytics Client ID upon form submission
  • Then, Google Analytics is synced with Zoho Analytics to get the data into the Zoho ecosystem. This provides Session IDs and Client IDs but not much specific data
  • Next, we built a custom scheduled function to grab additional session information via API using these Session and Client IDs
  • Lastly, we build a custom XML related list inside a CRM Contact record to display all of their website sessions (along with source information) directly on the record
  • This information can help a sales or support representative understand how this specific Contact is interacting with your website

Code Share of the Week

• Client Script to Pre-fill Deal Name based on Account on creation
  • Client scripting runs in your browser, rather than inside the CRM itself. It can be used to pre-fill fields on the record creation screen, saving you time and keeping naming conventions consistent. Here is a script that can pre-fill a single line field (in this case Deal Name). This script would run on update of the Contact Field or Account Field.
• Using Deluge sendmail function to automatically format your email into HTML
  • When using the sendmail function in Deluge you can hover next to the code line to reveal a pencil icon. When you click on this pencil a sidebar will expand that allows you to enter information for the email you would like to send.
• Adding better return messages to your custom buttons
  • Custom buttons can do some amazingly powerful things, but a common issue you will run into is the end user complaining “I clicked the button, and it didn’t do what it was supposed to. Why?”. The answer is most often user error.
  • The solution to this is to identify every point in your code where bad/missing data will cause the overall function to fail, and add if statements + return messages to give a better user experience.

This Week’s Read

• Zoho Consolidates Marketing Functions
  • We talked about the Marketing Plus Suite a few weeks ago.  Here is a nice write-up from CRM Buyer on the new product bundle from Zoho.

New On Zenatta

• Zenatta Blogs
  • Celebrating 200 Episodes of CRM Zen
    • A brief write-up on the journey leading up to what the show is today.  Thank you everyone for all of the support along the way!

Application / Plug-In of the Week

• Brett’s Favorite Pick From The Last 200 Episodes – LinkMatch
• Tyler’s Favorite Pick From The Last 200 Episodes – Sortd

Tips and Tricks

• Automating Zoho Campaigns Topic Assignment based on CRM Tags
  • Following up on last week’s tutorial on the new Sync.  This week Greg covered how to automate Topic assignments via Tags from the CRM.