The CRM Zen Show – Episode 66 – The Three Amigos

Zoho News

• Improved Zoho Writer to WordPress Publishing
  • Some nice improvements to this feature. Create in Writer and Publish to WordPress.  
  • And now ZIA suggests Key Works for SEO.
• Zobot Turns 1
  • Sure she is cute now, but soon the entire Zobot Army will run the world.
• Zoho Meeting Updates 
  • We have covered most of this on previous shows and newsletters. But this is a nice rundown of bug fixes and improvements.
• Zoho Forms Get’s A Much Needed CAPTCHA Update
  • This was a long time coming, and a major update to Zoho Forms.
• A Nice Write Up On Zoho University
  • I believe that this will be the thing that propels Zoho’s growth in the next decade.  They can’t open the Austin Campus fast enough.

Notable Mobile Updates

• Not one major update this week.  But I counted over 12 apps that had bug fix updates.

Implementation of the Week

• CRM Integration with 3rd party database through Zoho Flow
  • Webhook endpoint generated by Zoho Flow
  • 3rd party system posts webhook to Zoho Flow
  • Information routed into CRM to created Order/Proposal records linked up to Contacts and Accounts
  • Deployed highly robust integration with minimal coding required
  • Email tyler@zenatta.com for more information on this solution.

Things We Noticed

• CRM Resources
  • Click on Your Picture (Upper Right Hand Corner) > Resources
  • This gives you access to:
    • Videos
    • Documentation
    • Training
• CRM Updates
  • Two new areas in the settings section. We will provide more details shortly.  We can’t find any documentation yet.
    • Customization > Pipelines
    • Process Management > Orchestration
• Zoho Subscriptions Update Page
  • Bookmark this link to keep up on all Zoho Subscriptions Updates

This Weeks Reads

• A Marketer’s Checklist to Improve Website Conversions – Zoho Blog
  • Zoho comes through with a really nice blog.
    • Here are some Great Website Tools to help you along.
      • PageSpeed Insights
      • AgencyAnalytics
      • ManageWP 
• Zenatta Blogs

• • 7 Audience Segments Your Email Newsletter Needs
  • 5 KPIs Your CRM Should Be Tracking

A Chat with John-Mark Bantock about Catalyst Applications

• On the Podcast, we talk with Catalyst Connect CEO, John-Mark Bantock about their Zoho Point Products and future enhancements.
  • Client Portal for WordPress
    • Give your clients access to CRM, Desk Tickets, Subscriptions, Projects, Books, Workdrive and Sign.
  • Catalyst Connect Chat
    • SMS from inside Zoho CRM
  • Backup
    • Coming soon.  

Application of the Week

• SalesBenefits for Zoho CRM
  • A new commission tracking marketplace application for Zoho CRM
  • $49 and $99 per month
  • SalesBenefits Website

Tips and Tricks

• Using Zoho Forms To Manage Leave Requests
  • Another excellent Zoho Forms tutorial.