The CRM Zen Show Episode 204 – Pip! Pip! Cheerio!

Zoho News

• Zoho Social Adds Advanced Statistics
  • This is a very nice roll-up, the depth of analytics provided in this update is excellent.
• Map Dependency Function Added to Sandbox
  • This is a way to essentially test filtering picklists and test it before pushing live. Another nice update to the Sandbox.
• Zoho Meeting Introduces PIP Feature
  • Essentially allows the video feeds to float outside the web browser.  
• Zoho Show Introduces Pexels Add-On
  • Another free image library was added to Show.  
• Custom Layouts & Fields Now Supported In Sprints iOS
  • The title says it all.
• New May Zoho Marketplace Apps
  • Some good ones this past May including WES which we’ve talked about a few times on the show, 
• Zoho Notebook Turns 6, and still no CRM Integration
  • Happy Birthday, Notebook!  Maybe, it is finally old enough now for a Zoho CRM integration.
• Zoho People June Newsletter
  • One update worth highlighting, you can now push time logs from timesheets to the attendance section.

Implementation of the Week

• Plaid Integration with Zoho Books/Stripe for easy ACH payment
  • Accepting ACH payments can be a great way to reduce transaction costs, but it can present friction for the customer when attempting to pay
  • Natively, Books/Stripe cannot accept ACH for invoice payments without the customer accessing the client portal in Books and using microdeposits for bank authorization
  • Plaid provides a platform for instant bank authorization via API
  • Using integration with Plaid and Stripe, Stripe can leverage Plaid to provide instant ACH payments
  • Then, plugging Plaid into Zoho Books allows us to present the customer with ACH payment options when opening an Invoice via email, rather than through the client portal

Code Share of the Week

• Quick & Easy Code To Run Schedule Functions Whenever You Want
  • Easy code to set when you want a function to run.  For example, if you want something to run on the 1st and 15th of every month.  We use this all the time.

This Weeks Read

• How to Do Market Research: A Guide and Template
  • An epic 21-minute read, that is well organized and researched covering everything you need to know on how to do market research. 

New On Zenatta

• Zenatta Blogs
  • Zoho Campaigns Full Product Overview
    • In case you missed it, here is this month’s webinar we did this week along with a writeup to go with it.

Application / Plug-In of the Week

• Plaid
  • Following up on our implementation of the week here are Plaid’s key features:
    • Instantly authenticate accounts
      • Retrieve account and routing numbers when users connect their checking or savings accounts using bank credentials
    • Connect accounts from any US bank
      • Set up ACH transfers from any bank or credit union in the US
    • Set up frictionless payments
      • Plaid works with any ACH processor, including Stripe and Dwolla

Tips and Tricks

• Getting Started with Zoho Bigin 
  • Are you looking into getting started with Zoho Bigin? Tyler will walk you through a general overview, basic customization, and some workflow setups in Zoho’s lightweight CRM application.