The CRM Zen Show – Episode 109 – I Thought That Was A Thing

• Zoho Receives ISO 27701 Certification
  • Zoho has been certified for compliance with the ISO 27701:2019, which is related to Privacy Information Management Systems.
• Zoho Writer Adds “True Offline” Mode
  • True Offline allows you to continue to work smoothly even when your connection is suddenly disrupted
• Zoho Launches a New Website Full-on Recruiter
  • A really nice resource for recruiters.  To quote Zoho it is: Recruiting resources ​for recruiters, by recruiters. It has a podcast, blogs, resources, and more.
  • Check out the site here: fullonrecruiter.com
• Zoho Adds Automation Credits to Zoho Sign
  • This is a very nice change.  It will allow for the actual testing and usage of Sign applications without having to buy credits.
• Analytics Updates
  • New Chart Options and Advanced Analytics for Sage and Instagram
• Zoho ShowTime Adds Password Protection
  • You can now secure your training sessions by setting a unique passcode.
• Zoho Motivator EOL Extended to November 30
  • Originally it was being killed on August 31, and unfortunately, it will still be deprecated with no real replacement in sight. See Michelle Carter’s great breakdown in the comments here.

Implementation of the Week

• Zoho CRM Subforms for Custom Quoting/Product Management
  • Subforms can be used to create table sections in a CRM record
  • Subforms can include lookup fields, which can be used to link each line item to a CRM Product
  • Products can be added with default prices, but the subform also allows for price adjustments
  • Totals can be rolled up for items in the subform
  • Subforms can readily be used in mail merge document creation via Zoho Writer, which can produce formatted proposal/quote documents with product information

Things We Noticed

• Zoho CRM Reports can now be filtered based on Territory

This Weeks Reads

• It’s Still a Young CRM Market – by Denis Pombriant for CRM Buyer.
  • An interesting take on how much room for growth there is in the CRM world.

New On Zenatta.com

• Zenatta Blogs

• • • Simplifying Online Analytics Reporting with Zoho Analytics

• New Zenatta YouTube Videos

• • • Zoho Cliq Overview & Best Practices – Webinar
    • How to Find Your Statistics for Mass Emails Sent From Zoho CRM

• New Resource Guides

• • How to Use Social Media to Drive More Sales
  • Build a Vendor Selection App in 60 Minutes

Application / Plug-In of the Week

• Content Views Plugin for WordPress
  • One of the most useful Plugins for WordPress that allows you to:
    • Display any posts, pages, uploaded images, embedded videos, custom post types (WooCommerce products, events, etc.)
    • Filter and sort by category, tag, custom taxonomy, and custom fields
    • $39 Annual License Fee

Tips and Tricks

• How to Find Your Statistics for Mass Emails Sent From Zoho CRM
  • This 1-minute video shows you how.