The CRM Zen Show – Episode 100 – Centennial Special

Zoho News

• Zoho Forms adds SMS Notifications
  • Send an update in the following ways:
    • Using SMS Notification templates for all records added or updated 
    • Using Form Rules to send a message only if a condition is fulfilled
• Some Upcoming Zoho Creator Platform Updates
  • 10 New Features rolling out in June and July
• Zoho Sprints adds Roles and Profiles
  • I thought this was already a thing.  But if not, well now it is.  You can set up access profiles in Sprints now.
• Zoho Backstage adds Roles and Privileges
  • Looks like the Sprints and BackStage Teams have been talking.
•  Zoho Vault’s extension for Safari is now available in the App Store
  • If you were using the Beta Version.  Now is the time to upgrade.
• Zoho Bookings Adds a Custom Color Palette
  • A nice new branding tool for Bookings.
• Zoho CRM Homepage Sidebar Revamp
  • A nice new clean look
• Zoho CRM Update Roundup
  • 4 Posts in the Zoho Community Covering All the Updates this year.
    • Part 1
    • Part 2
    • Part 3
    • Part 4

Notable Mobile Updates

• Zoho Desk iOS Mobile Application Can Now Access the Knowledge Base
  • This was already available on Android.
  • Agents are now able to access the KB articles while composing an email or from within the details view of the ticket.
• Bigin Mobile Application Adds Products
  • I didn’t know there was a Bigin Mobile application. (Makes sense though).  And it now can manage your products as well.  

Implementation of the Week

• CRM custom function leveraging SmartyStreet.com’s API for address validation
  • Addresses can be sent as a single field, or individual fields for street, city, state, etc.
  • CRM automation using Deluge uses a webhook to hit SmartyStreet’s endpoint with the address of a given record.
  • SmartyStreet will validate that the address is valid, and if the address was sent in one block of text, it will parse the address into individual fields.

Things We Noticed

• Zoho CRM has a new font
• Some related lists are live updating when values are changed via script

This Weeks Reads

• Everything You Need to Write a Marketing Plan [+ Examples] – HubSpot – Written by Clifford Chi
  • Your one-stop guide to getting your plan together for the second half of 2020.

Zenatta Blogs

• Simplifying Team File Management with Zoho WorkDrive
  • Some helpful tips for getting the most form Zoho Workdrive

New Zenatta YouTube Videos

• Zoho Social Overview and Best Practices – Webinar

New Resource Guides

• Zoho Campaigns Roles and Privileges
• Zoho Vault End-User Guide

Application / Plug-In of the Week

• RiteTag (Chrome Extension)
  
• RiteTag  ($49 a year, with a free 7-day trial) shows you how hashtags are performing on Twitter and Facebook before you post content. It checks your blog post and tells you what hashtags will be the most effective and color codes them. If your hashtag is:
• Green, the hashtag will help your content be seen now.
• Blue, the hashtag will help your content be seen over time.
• Gray, it has low levels of engagement.
• Red, it is too popular and your content will disappear into the crowd.

Tips and Tricks

• Using Cliq to host a meeting efficiently via GroupCall and Live Video Feed
  • We use this feature every day here at Zenatta. If your team is working remotely, give Cliq a try.