The CRM Zen Show Episode 206 – Me Gusta QESo
Zoho News Zoho CRM Adds Condition-Based Data Sharing Rules This is a huge value add, so many cases in which someone couldn’t see what they were supposed to see or vice versa. Deal Lookup Field Is Now Available In The Invoice Module Another need to have and more of a follow-up update on the previous […]
The CRM Zen Show Episode 205 – Shush Tunneling
Zoho News Zoho Analytics Updates & Enhancements A TON of new enhancements were added to Analytics, including Analytics is now HIPAA Compliant. Bigin Adds Actions In The Pipeline List View More cool UI that maybe, just maybe, we will see in the CRM someday. Bigin Is Now HIPAA Compliant on Mobile For both Android and […]
The CRM Zen Show Episode 204 – Pip! Pip! Cheerio!
Zoho News Zoho Social Adds Advanced Statistics This is a very nice roll-up, the depth of analytics provided in this update is excellent. Map Dependency Function Added to Sandbox This is a way to essentially test filtering picklists and test it before pushing live. Another nice update to the Sandbox. Zoho Meeting Introduces PIP Feature […]
The CRM Zen Show Episode 203 – Return Of The Tyler
Zoho News WorkDrive 3.0 Part 2 A bit delayed, because yes, we covered all of this a few months ago, but part 2 of the blog was just released and includes a nice write-up on some of the features. Zoho Meetings Forever Free Edition Gets More Features No CC required, 100% FREE, which includes 100 […]
The CRM Zen Show Episode 202 – Books Taskation gets Representation
Zoho News Bigin June Updates If you are using MailChimp, Bigin just added a MailChimp related list. Also, snuck in some more “CRM like” features. Zoho Vault June Updates For all of you command line power users out there, the CLI tool is now live. Additionally, admins can now set up security alerts via Webhooks. […]
The CRM Zen Show Episode 201 – Forecast Calls for Free Credits
Zoho News Zoho CRM Ravamps Forecasting For those not using Analytics to build out custom forecasting reports, this is a very solid update, improving projections reporting inside the CRM. Zoho Voice June Updates Major updates for June that all look great. We are excited to give Voice another go. Zoho Backstage May Updates Zoho Analytics […]
The CRM Zen Show Episode 200 – I’ll CC You
Zoho News Upcoming Zoho Creator Updates for May For all you developers, new permissions were added which are great, along with some API updates & clarifications. New Content Publishing Extensions for Zoho Writer Including Desk, which is great for those of you wanting to push content straight to your Knowledge Base. Comparison Enhancements to Motivator […]
The CRM Zen Show Episode 199 – When Chase Closes a Door, HSBC Opens a Window
Zoho News Zoholics is back! At least in Europe. No announcement yet for the US Zoholics, but hey, we’ll take it! Zoho CRM Email Templates are now Responsive in Desktop/Mobile And this falls into the category of we thought this was a thing. Nice to see it is now working! New Features to Zoho Bookings […]
The CRM Zen Show Episode 198 – Brand Stu Studio
Zoho News Zoho Officially Launches Marketing Plus Bundle This bundle has been available since last year but is now “officially” launched with a very entertaining ad video worth the watch. New Features Added To Analytics in May Updates A bunch of minor and “why not” updates in this month’s batch. Zoho Show Can Now Translate […]
The CRM Zen Show Episode 197 – Oops, Let’s Try That Again
Zoho News Zoho Campaigns Sync Round 2 This launched at the end of last year but was pulled shortly after launch. You should now be able to turn it on under Sync Services. Zoho Campaigns Releases Exclusive Edition For Marketing Agencies Some of the previous Agency Editions product releases have been very good, we are […]
