The CRM Zen Show – Episode 86- ESAP ASAP

Zoho News

• Zoho Launches Small Business Emergency Subscription Assistance Program
  • The ESAP will give current small business customers the Zoho software they currently use for three months free.
  • Here is a link to a personal message from Zoho Co-Founder and CEO Sridhar Vembu.
  • Here is the link to apply.  (Read the terms, then scroll to the bottom of the page.)
• Introducing Data Templates in WorkDrive
  • This is very cool. Tagging & meta-data on steroids.  Terrific idea.
• Zoho Creator gets some improved Form Workflows
  • Record and Form Events, Action-based events and some nice Deluge enhancements.
• Early access to Zoho Vault’s new browser extension for Safari
  • Steps to install the extension:
    • Download the extension
    • Extract the file, then open the Zoho Vault application
    • Follow the on-screen instructions to enable Zoho Vault’s extension for Safari
    • Access the extension from your toolbar
  • Note: This extension is only compatible with Safari v.13.0 and above.
• New in Zoho Sprints: Release Management
  • With the new feature, you can create a release plan for every goal of your project, run different iterations in a single release, and deliver larger outcomes in a destined time frame. 
• Zoho Subscriptions adds a Pause and Resume feature
  • The timing of this could not be better!
  • Here is a link to a help document to get started with this feature.
• Zoho Desk Get’s Custom Function Schedules
  • This is only available in the Enterprise version of Zoho Desk, CRM Plus, or Zoho One.
• Marketing Hub Gets “leads per employee” parity with Zoho Campaigns
  • Bumped up to 5,000 from 500.  Glad this has changed as the 500 never made any sense.
• Additional placement for Custom Buttons Released
  • The new location called the List view – Utility Menu allows you to access the button from the module’s list view. The button will be placed in the top panel before the More icon in the list view.
• CRM Per Module Field Changes
  • You can now have more of all types of fields in the Enterprise Editions fo Zoho CRM

Implementation of the Week

• Phone number validation and identification through the integration of Zoho CRM and numverify.com to prepare for SMS marketing
  • Spreadsheet of Leads with unclassified phone numbers imported into Zoho CRM
  • Webhook built-in Deluge to query phone numbers against numverify.com database
  • numverify.com returns if the phone number is valid, and whether it is a landline or mobile number
  • The mobile number is written into Mobile field in CRM, for use with ClickSend SMS integration

This Weeks Reads

• The Sales Cycle: The Backbone of a Successful Sales Effort – HubSpot – Written by Meg Prater @Meg_Prater
  • A good place to start when you trying to figure out:
    • What are my lead stages and when do I convert a lead.
    • What are my deal stages
• Zenatta Blogs

• • Tracking Web Conversions on Zoho CRM
    • It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients.

Application / Plug-In of the Week

• Powertools By Abelbits (GSuite) & (Excel)
  • One of my favorite tools.  I use it almost daily to clean up spreadsheets. It has too many features to write about here.  Click the links and check it out.
  • Power Tools is a collection of 30+ add-ons for Excel & Google Sheets. 
    • $43 a Year or $89 Lifetime (Google Sheets)
    • $79 to $129 a for Excel
  • GSuite Install Link

Tips and Tricks

• How to Customize your Zoho CRM Home Page
  • In this video, we should you the basics of setting up your Zoho CRM Home Page