The CRM Zen Show – Episode 70 – Zoho Turkey Talk-Line

Zoho News

• Zoho Writer adds Dynamic Watermarks, QR & Bar Codes
  • In addition to the above, this update also adds the ability to cleanly format data imported from multi-select fields.
• Zoho Commerce Adds Custom Fields
  • The new product field types are – numbers, text, currencies, email IDs, checkboxes, drop-down boxes, multi-select options, and auto-generating numbers.
• Zoho Mail – Offline Mode
  • A much-needed update has arrived.
• Zoho Sign Q4 Update Roundup
  • A round-up of Zoho Sign’s 24 active integrations 
  • Including 15 Zoho Applications.
• Zoho One – New Work Locations Feature
  • Zoho One adds the ability to manage office locations.
  • You can see the dedicated section for work locations in your admin panel’s Organization tab.
• Bahrain Is The Frontrunner for Zoho’s First Regional Data Center
  • Another Regional Data Center is coming soon
• Sridhar Vembu talks Zoho Growth and Enterprise Adoption
  • The US is now less than 50% of Zoho Customers.  
  • Enterprise sales on the rise.

Notable Mobile Updates

• Zoho Cliq’s Logo Updated (Mobile and Desktop)

Implementation of the Week

• Customer First Orders Reporting built in Zoho Analytics
  • SQL table to join data from Zoho CRM (Deals/Accounts) and Zoho Finance (Invoices)
  • Analytics report showing the customer who placed their first order in a given timeframe, along with contextual information about the sale, and the items sold to that customer

Things We Noticed

• This message is appearing on pretty much EVERY CRM set-up page.  But in many cases, there is nothing to update. It is most likely a plugin. (Try to Update.)  If you haven’t added any custom deluge functions, you can ignore this.
  • Attention: Usage of deprecated V1 API found
  • Your organization is still using the deprecated V1 API and it will stop working from Jan 1, 2020. Read More

This Weeks Reads

• Butterball: a study in customer service, experience, and success – CustomerThink – By Paul Selby from ServiceNow
  • A timely article on customer service.
• Zenatta Blogs

• • 3 Common CRM Problems That Hold You Back [+ How to Fix Them]
    • Your sales team needs a CRM that supports them with the right data in the right place. 
  • Connecting Zoho CRM with Facebook and Twitter For Social Media Marketing
    • A step by step guide.

Application / Plug-In of the Week

• Zoho Notebook for Cliq
  • Use “/notebook” Slash Command(s) in your chat window to get things done quickly.
  • Get notified by “@Zoho Notebook” Bot(s) and stay in tune with everything.
  • Perform “Add to Notebook” action(s) on your messages anytime.

Tips and Tricks

• Zoho Creator – How to auto-populate values in a subform
  • Nothing new here.  But a nice tutorial from the Zoho’s Sejal Dattani.