The CRM Zen Show – Episode 106 – Get BackToWork

• Zoho Backstage Adds Virtual Events with OnAir
  • Webinar integration into Backstage with polls, analytics and more
    • Here is a full rundown of all of July’s updates to Backstage.
• Zoho Has Launched an Events Blog
  • Recently launched – The Green Room – looks to be a nice resource for event-related tips and discussions.
• Zoho Launches Another New Product – Zoho BackToWork
  • This is a Zoho Creator application that will help companies ensure compliance and safety when their employees return to the office.
  • Free until 12/31/2020, and then $2 per user/per month.
• And Another New Product this Week: Zoho ToolKit
  • A free tool for analyzing any companies email set up.  It looks to be very helpful.
  • You can access it by clicking here.
• Zoho Notebook Updates
  • A bunch of nice new features, but you still can’t link a note to a CRM record. 
• Zoho CRM adds New Workflows for Facebook and Twitter
  • An unexpected new feature that allows you to automate a comment, reaction, reply, or like when you receive a comment or post from the customers. Very nice!
• New additions to the Zoho Marketplace in July
  • 38 New extensions added to the Marketplace in July
• August Financial Suite Updates
  • Books
    • New Reports and Payment Links
  • Invoice
    • Same updates as Books
  • Subscriptions
    • New Hosted Payment Page options
    • Bulk Update Improvements
  • Inventory
    • 14 updates in all have rolled out this week.  Including instant invoice for Shopify Orders

Implementation of the Week

• Zoho CRM – Role Specific Email Mapping to Account Record
  • Generally, email addresses are stored at the Contact level in the CRM, rather than in the Account
  • Sometimes, you may want to trigger an email notification to a certain email address based on an action in the Account
    • Ex: Once the Account is defined as a customer, send an email template to their Billing Department email address
  • Automation put in place where based on the Contact Type definition of a Contact, that Contact email is written into the Account into a specific email field for that role

This Weeks Reads

• The Ultimate Guide to On-Page SEO in 2020 – HubSpot – By Allie Decker & @alliecdecker
  • A 17 minute read that will take days and weeks to implement.  Great stuff.

New On Zenatta.com

Zenatta Blogs

Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs

New Zenatta YouTube Videos

• Creating a mailing template with Zoho Campaigns

New Resource Guides

• Getting Started with Zoho Sign
• Beyond Spreadsheets with Zoho Creator

Application / Plug-In of the Week

• Zoho BackToWork
  • A well thought out application for when employees will return to office buildings and factories. It covers the key areas of compliance, tracking, and administration, such as:
    • Compliance guidelines and employee safety
    • Self-assessment and contact tracing within the organization
    • Methods for safe entry to the office for employees and visitors
    • Communication channels for both internal and external stakeholders
    • Managing asset and maintenance requests from employees
    • Handling facilities and capacity-related resources for ever-changing and evolving guidelines.

Tips and Tricks

• 9 Basic CRM Training Videos From Zoho
  • A collection of videos from Zoho that we think you will find useful if you are just starting out with CRM.