The CRM Zen Show – Episode 60 – BCChanges

Zoho News

• • Zoho Awarded an ISO-Security Certification
    • Who? Zoho.  Why? 
      • Because of our long-standing commitment to your data privacy, we decided long ago that we would never sell your data or show you advertisements inside the products, even if you are using our free editions. To further showcase our commitment to your data privacy, we recently underwent the certification process. This was an opportunity to get our practices vetted by an independent third-party auditing firm and to improve our information management systems, all in the goal of demonstrating our accountability regarding data-handling.

• • What? Click here read all about it. 
• Zoho One Orchestly Announcement
  • We talked about this last week, but here is an overview of the latest products to be added to the Zoho One suite.
• Creator Update Teaser
  • A long list of new features that are going to be added to Zoho Creator by mid-October.
• Update your BCC Dropbox Before Halloween – Boo
  • You have until 10/31/19 to generate a new BCC email before you new.
• Zoho Workerly – New Temp Availability Feature
  • A nice new feature to Workerly.

Notable Mobile Updates

• Zoho added some nice new updates to coincide with the Apple iOS 13 launch. The big one is native document scanning in almost all iOS mobile applications.
  • Desk
  • Sign
  • Finance Suite
  • CRM Get Integrated Document Scanner

Case Study of the Week

• SalesIQ – Zobot Engagement Tool
  • Automatically prompts website users to engage
  • Redirects to SalesIQ Sales Rep on user chat
  • Serves as a quick way to increase web visitor engagement

The Bug Report

• Zoho Social Instagram PNG Issue Fixed
• Marketing Hub Opt-Outs… are Not. Hopefully, this will be fixed by the time you read this.

This Weeks Reads

• 7 Social media habits you need to stop right now
  • Customer Think – Nagendra Bommasani
    • This gave me some good ideas around posting to Social Media.
• Why We Removed 3,000 Pieces of Outdated Content From the HubSpot Blog
  • HubSpot – Aja Frost
  • Time to do a Fall cleaning of your website.
• Zenatta Blogs

• • 3 Tricks For Building Believable Buyer Personas

Application / Plug-In of the Week

• Adobe Sign extension for Zoho CRM
  • Marketplace Link
  • If you use Adobe Sign, then you really need this extension.

Tips and Tricks

• Custom Formula Fields in Zoho Projects
  • Custom Formula Fields are not just for breakfast anymore.