The CRM Zen Show Episode 202 – Books Taskation gets Representation
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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
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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
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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
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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
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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
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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 […]
The CRM Zen Show Episode 196 – Zohome on the Range
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Zoho News Zoho Sign now integrates with Zoho Checkout We don’t talk about Checkout much, but this is a pretty cool integration with a lot of use cases. Zoho Desk iOS mobile app now supports Approvals Approvals are a pretty big part of Desk, so nice to see them available on the mobile app. Zoho […]
The CRM Zen Show Episode 195 – Zoholander: Mail Model
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Zoho News PSA Chase & Zoho Books Chase this week decided to stop bank feeds to Zoho Book until their software is updated which Zoho uses Yodlee. If you use Chase you will need to manually insert your feeds. All we know is that they are actively working on fixing it. Zoho Mail Gets a […]
The CRM Zen Show Episode 194 – Pocket Full of Workdrive
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Zoho News Zoho Analytics April Updates Nothing life-changing in this batch, but still a great bunch of updates for April. CRM Custom Button Adds Collect User Location Minor update to buttons with some entertaining choice of words in the article. Zoho Workplace Q1 Updates Just a rollup of the various apps associated with Workplace. Zoho […]
The CRM Zen Show Episode 193 – Expensin’ On The Edge
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Zoho News Zoho Contracts API Documentation Just a bit quicker getting these out than WorkDrive… Nice to see these API documentations being released. Reports & Dashboards Modules Combined Into “Analytics” Module You want to know what really grinds Tyler’s gears? This naming convention. Zoho Inventory April Updates The big update from this batch is Zoho […]