The CRM Zen Show – Episode 105 – Go Go Zoho Zoho

Zoho News

• Zoho Touts 15 Million Users on Zoho WorkPlace
  • More than 25 percent of new Zoho Workplace customers have made the decision to switch over from G Suite and Microsoft.
• Zoho Launches TeamInbox – Shared Inbox Collaboration
  • Say goodbye to endless CCs and BCCs for good. Zoho TeamInbox gives you a well-organized, clutter-free inbox and a transparent workspace, which teams need now more than ever.
  • You can request access to the Beta by clicking here.
• Zoho Campaigns now Integrates with Bigin
  • Bigin is gitting biggir.
• Everyone will be upgraded to Creator 5 on December 1, 2020
  • You can make the switch now, and get used to it.  Or hang on until the bitter end.  The choice is yours… for the next 4 months.
• Zoho CRM Time Zones and API
  • Paring the list down from 700 to 500.  I think 24 would be better, but I don’t have a vote in these things.
• Cliq has added Read Receipts
  • Just like email, you can now know when someone has read your Cliq Message.  This is a big issue here at Zenatta…  I’m looking at you Tyler.
• Zoho Inventory Community Digest July 2020
  • A rundown of all of the July updates for Zoho Inventory
• New Feature for Outlook – Associate emails with a Record
  • I’d like to see this come to all email clients.  
• Zoho Backstage Adds Activity Logs
  • As in CRM this gives you a comprehensive timeline of all record actions done by members of your team.

Notable Mobile Updates

• Changes in SalesIQ iOS app notification behavior
  • Due to a change in Apple policy, notifications in iPhone running on iOS 13 or above will not get cleared automatically

Implementation of the Week

• Zoho CRM – Inquiry tracking for multiple Lead submissions using Zoho Flow
  • Landing page forms created using Unbounce set up to track UTM parameters for form submission (Source, Campaign, Keyword)
  • Unbounce posts a webhook to Zoho Flow upon submission
  • Zoho Flow looks for existing Contacts and Leads based on email
  • If found, a child record “Inquiry” to track this form submission is created. If not, a Lead and Inquiry is created for the submission
  • Allows for multiple touch tracking via CRM, as well as Lead re-engagement

Things We Noticed

• Zoho Analytics adds copy/paste functionality for Chart dimensions when customizing Dashboards
• Zoho CRM appears to have finally fixed the bug with user names showing up duplicated (John Smith John Smith instead of John Smith)

This Week’s Reads

• • Why the HubSpot Social Team Developed a Private Facebook Group and How It Impacted Our Audience – By Written by Krystal Wu, Social Community Manager at HubSpot
    • Why a Facebook Group?  To Quote from the Article:

• Facebook Groups allow our audience to connect with each other and have valuable discussions. Businesses who center a Group around their brand or industry can build a community around it — making our brand and products even more valuable to potential customers.

• •  
  • And you can now join our shiny new Facebook Group. CRM Zen – All Things Zoho
• Five remote sales trends we observed in Zoho CRM – Zoho Blog – By Akilan S
  • Calls made increased by 55%
  • Mail usage dropped by 68%

New on Zenatta.com

Zenatta Blogs

• Automate Complex Business Processes Easily with Zoho Creator

New Zenatta YouTube Videos

• Zoho Projects Overview & Best Practices – Webinar

New Resource Guides

• Wizards (Currently saved as draft check page 2 of the PDF if that will be an issue)
• 8 Tips for Successful CRM Implementation

Application / Plug-In of the Week

• Lately
  • Auto Generate Social Post from Blogs and Videos

Tips and Tricks

• Customizing Your Base CRM Module Layouts
  • Check out the Video on this basic customization we do for almost every client.