The CRM Zen Show – Episode 68 -The Application Superhighway

Zoho News

• Orchestly Updates
  • We covered this previously, but this is a bit more detail on SLA’s and Parallel Transitions.  
  • Also new: 
    • Pre Built Workflows
    • Time Zones and User Tagging
    • Orchestly is now available on Zapier and Zoho Flow
• Social CRM Revamp
  • A major overhaul to Social in CRM.  Rolling out in phases. We haven’t seen this yet, so let us know if you have.  
• Zoho Books Bulk Update
• This Table Sums Up the Change

• Zoho Campaigns Adds Zoom Integration
  • Zoom Webinar registrants can now automatically be pushed to Zoho Campaigns.
• One Launcher 
  • The Zoho Application launcher that has been slowly showing up on almost every application now has a name.  One Launcher. Zoho One. One. See what they did there? Go Zoho.
• 16 New Applications Added to The Zoho Marketplace Last Month
  • The latest and somewhat greatest from the Zoho Market Place
• Creator Updates
  • The following are now available in Zoho Creator 5:
    • AI fields
    • AI Deluge tasks
    • Schema builder
    • Contextual messages for reports
• The Ruby SDK for Zoho CRM has been released
  • Do you have a Ruby application you wanted to integrate with Zoho CRM?  Well, now you can. It’s as easy as:
    • gem install ZCRMSDK

Notable Mobile Updates

• Zoho Vault mobile apps for iOS and Android
  • A nice new interface
  • Support for English, French, Dutch, Spanish, Japanese, Portuguese (Brazil) and simplified Chinese.
  • Dark Mode and More…
• Sandbox Environment is now supported in Zoho CRM iOS mobile app
  • You can now extend the desktop SandBox to Mobile for additional testing.  A much-needed enhancement.

Implementation of the Week

• Zoho CRM – Quickbooks Online integration through Zoho Flow
  • Triggered on a Deal/Opportunity stage in CRM
  • Pushes webhook to Zoho Flow
  • Zoho Flow fetches necessary Deal/Opportunity and Contact data from CRM
  • Zoho Flow creates/matches customer in QuickBooks Online
  • Invoice is created in Quickbooks Online (including Deal/Opportunity information) and sent to the customer
• Email Us at Info@Zenatta.com for more information on this solution. 

This Weeks Reads

• The Best Time to Send an Email (Research-Backed) – Hubspot – By Kayla Carmicheal
  • Based on an analysis of 4 billion emails from 1,000 active senders the highest click-to-open rates are 10 AM, at 21%, 1 PM, at 22.5%.
  • This newsletter currently goes out at 6 AM PT / 9 AM ET.
  • Should we change it to 10 AM PT / 1 PM ET?
    • TAKE OUR POLL: Click here to let us know how you feel. We’d love your thoughts.
  • Zenatta Blogs
    • 5 Reasons You Need To Switch To A New CRM
    • Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns

Application / Plug-In of the Week

• AeroLeads Extension for Zoho CRM
  • Find business emails and business phone numbers of any person in seconds. Person name and job title. Company’s name, location, address, size, and industry.
  • Business and personal phone numbers
  • Starts at $49 a month for 500 Leads

Tips and Tricks

• Organizing views in Zoho CRM using the Down Arrow ˅. An overlooked gem.