Zoho CRM Implementation Guide for Small and Medium Businesses
Amazon Connect – Zoho PhoneBridge Integration
New External ID Field Support In Zoho CRM
When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM’s records. To meet this need Zoho has introduced the External ID field. This is a custom single line field in a module in Zoho CRM for storing a record’s unique external ID.
Zoho is Now Offering “Account Checkups”
We think this is new. Not quite sure what this is, but we are going to check it out next week and let you know.
Zoho CRM Enhancements to Webforms and A/B testing
3 nice updates. The big one being that after the A/B testing is completed, you can launch the winner automatically
Zoho CRM “Unsubscribe” Feature Has Been Revamped
These changes will not impact the existing unsubscribe links, except these links will not be listed under the list of unsubscribed links.
Zoho CRM Wizards Enhancements
A bunch on new features for Zoho CRM Wizards. If you haven’t tried Wizards they allow you to create CRM records with forms that are easy to navigate, and allow you to guide your sales team with notes
Many To Many Record Associations Be Records In The Same Module
You can now create a many-to-many association between records from the same module using the multi-select lookup field. Put another way, a record from a module can be associated with another record from the same module. We have wanted this new feature for some time. Kudos to the CRM team.
Zoho CRM Blueprint 3.0 Released
A lot of enhancements here including: SLAs now support automated actions.. “Same-state looping” has been added. Automatic Transitions And much more. You can read all about it here.
A Guide to Using Live Chat to Grow Your Business
This guide by Zoho is a great go-to for best practices with your chatbots. Learn how to increase your success rate on closing deals with website visitors. This one might seem obvious, and that’s because it is. You need to be positive in customer service and sales. That’s hardly groundbreaking information. But while you probably […]
