Zoho News
- Custom CSS for SalesIQ
- This is awesome, essentially giving you full control of the entire look and feel of your widgets for SalesIQ.
- New Zoho Desk Marketplace Extensions
- For all of you Zoho Desk users, these are always worth checking out.
- Zoho No Lay-Off Policy
- You might not get a bonus, but if the recession hits, Zoho isn’t going to lay anyone off.
- SaaS Wars: Will Google Workspace and Microsoft 365 price increases be Zoho’s gain?
- Zoho’s office suite is great, and the last time this happened, Zoho saw a big jump in new subscriptions. Hopefully another big boost for Zoho.
Implementation of the Week
- Zoho CRM – Outstanding Deal Reminder
- This implementation was designed to regularly notify salespeople of their open Deals that require action to move forward
- To accomplish this, we pulled a custom SQL table within Zoho Analytics to apply some filters and criteria to the Deals
- In this case, we only wanted to notify them of Deals without any associated Tasks
- After pulling the data from our query table, the script then reformats the JSON data into an HTML table, and sends one email to each salesperson with a list of their Deals requiring action
- This email contains a direct link to each Deal within the table
Code Share of the Week
- Searching phone in Contacts and Leads with multiple formats
- Phones are stored in the CRM as plain text. This means you can have any type of format in there!
- This is great for flexibility of data input, but it can make it hard to search for a record using their phone number if you are not sure how exactly they are formatted, especially in Deluge.
This Weeks Read
- How to Promote Your YouTube Channel [+ Tips from HubSpot’s YouTube Team]
- Some of these are pretty obvious, but others are not as much. A great list to run through, though, either way for all of you using YouTube to push content.
New On Zenatta
- Zenatta Blogs
- How Much Can You Save By Switching To Zoho One?
- With our recent bundle webinar, we built out a savings calculator and broke down all of the potential savings your organization could save by switching to Zoho One.
- How Much Can You Save By Switching To Zoho One?
Application / Plug-In of the Week
- Interactive Calculator
- And speaking of our calculator, this is the app we used to build it. This robust calculator builder will create the calculator you need, allowing you to style it just like you want and update it any time you need.
Tips and Tricks
- How To Migrate From QuickBooks Into Zoho Books
- Looking to migrate from Quickbooks into Zoho Books? In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books. There is even a set of docs you can download to use as a guide in the video description.
