The CRM Zen Show Episode 266 – GOYOZUG

Zoho News

• CRM Updates
  • Zoho CRM Adds Unsubscribe Page Customization (Notable)
    • You can finally customize the unsubscribe page inside the CRM, specifically, this is for your CRM email unsubscribes.
  • WhatsApp Enhancements for Zoho CRM
    • You can now create personalized templates.
  • Mail Merge Enhancements August’23 (MAJOR!)
    • Probably the biggest news of the summer, you can now merge Inventory Modules, import PDF files into a merge, and add image fields to merge templates.
• Other Product Updates
  • Bigin Activities Module Adds Calendar View
    • You can now see your activities & tasks in the Calendar view.  Bigin users rejoice! 
  • Zoho Desk Introduces New Team Logos
    • Nice QOL feature, you can now set logos for your teams to better identify your teams.
  • Zoho Mail Introduces Mailbox Delegation
    • Enterprise-level feature where you can now delegate your mailbox.  Don’t miss out on the entertaining video on the blog!
  • Zoho Voice Is Now Available In The EU
    •  Nice to see it now available across the pond
  • Zoho Calendar August 23’ Updates (NOTABLE)
    • Some nice features in this update include a Zoom integration, which we tested, and it works great.  However, recurring meetings are still an issue.
  • Zoho Connect Adds Live Broadcast
    • For those of you using Connect, you can now do a live video broadcast within the app.
  • Zoho Developer August Digest
    • And for all of you developers, here is your monthly digest.
  • New Zoho Sheet Shortcuts
    • These will not interfere with your browser keystrokes, essentially a bug fix.

Implementation of the Week

• Zoho CRM Account-level Email Opt-out
  • In this implementation, we were working with a client who primarily uses Account-based Prospecting
  • With this approach, they identify good-fit Accounts for their services, populate Contact lists at those Accounts, and begin their outreach flows
  • This outreach flow is a blend of manual and automated communications
  • Occasionally, they may determine that an Account is NOT actually a good fit after making Contact, and they want to stop all outreach to the prospects at that Account (including automated workflows)
  • To accomplish this, we added an “Account Email Opt Out” field to the Account page
  • When checked, it will opt-out all child Contacts + Leads (custom lookup field) underneath that Account, which forces them out of the outreach process

Code Share of the Week

• Add Comments to Custom Modules in Inventory/Books
  • Many of us have probably found that even though it’s based on Books, the Inventory API documentation is severely lacking. 
  • We recently had a use case to keep a detailed audit log of a custom module in Inventory and discovered that the Comments API (like the one for Credit Notes) also works for custom modules. 
  • Here’s how to add comments to a custom module record in Inventory through Deluge (or the API).

This Week’s Read

• Why Customers Leave Platforms — and How to Retain Them
  • Great read from Harvard Business Review, with some learning lessons around the platform business model. Deliver more than what you take.

New On Zenatta

• Zenatta Blogs
  • Why Training Your Team in Zoho Projects is Essential
    • A bit of a self-serving blog this week, but if you haven’t checked out our training courses yet, be sure to check out our new Zoho Projects course.

Tips and Tricks

• Standard Subforms in Zoho Creator
  • Another Creator tutorial this week from Josh.  These subforms differ significantly from CRM and we cover everything you need to know about them in Zoho Creator.  And be sure to comment if Josh should keep or lose his mustache in the video!