The CRM Zen Show – Episode 41 – Orches-tra-ley, Orsheshly, Orchestly – May 13, 2019

Zoho News

• Orchestly Officially Release – Soon to be part of Zoho One
  • For those who are familiar with the Blueprint module in Zoho CRM, Recruit, Desk, or Projects, Orchestly is a stand-alone version of this, with enhanced features and reporting capabilities.
• Zoho Product Updates
  • Zoho Invoice Updates
    • A lot of updates this month.  My two favorites are:
      • Create transactions from the items list page
      • Edit items within a transaction
      • Multi-select Custom Fields
  • Analytics Dashboard Updates
    • Better looking dashboards.  You can now:
      • Drag and drop multiple components together to reorganize the dashboard
      • Allow Export for Reports in Dashboard  
      • Maximize Embedded Report in Dashboard
  • Zoho Social for Instagram Updates
    • Zoho has brought back some of our popular Instagram features that were temporarily rolled back due to API deprecation.
  • Zoho Subscriptions Updates
    • Some key new features include:
      • Automate frequent tasks with Custom Schedulers
      • Multi-select Custom Fields
      • Mobile App Updates
  • Zoho Inventory Updates
    • Quickbooks Integration is here!  Other updates include
      • Package Geometry
      • Multi-select Custom Field
      • Order Fulfillment by Item Report
      • Zoho Inventory iOS App Update
• IP change in Zoho’s EU DC
  • If you are a Developer in the EU you probably already know this.
• Introducing Twilio SMS Extension for Zoho CRM
  • This extension has been around a bit.  We haven’t tried it out but will take a look and report back soon.  If you use this extension, tell us what you think.
• Zoho Upgrades its LMS – Zoho Spark
  • Current Free Courses Include:
    • Zoho Campaigns for Email Marketers
    • Zoho Projects for Beginners
    • Zoho SalesIQ for Implementers
    • Zoho SalesIQ for Administrators
    • Zoho Analytics For Associates
    • Domain Setup for Zoho Mail Administrators
• Zoho assist adds windows download for quick access
• Our Thoughts on Zoho Bookings

Non-Zoho News

• Gmail, email to tasks, coming to mobile

This Weeks Read

• The Beginner’s Guide to Cost Per Acquisition (CPA)
  • This is how I measure the effectiveness of a marketing campaign.  Very good read.
• Last Weeks Zenatta Blog Posts
  • Using Zoho Survey To Collect Customer Feedback
  • Zoho Sign Simplifies Signature Workflows For Businesses
  • Creating Workflows in Zoho CRM

Plug-In of the Week

• Find Address by Google Maps by Oten Tecnologia Ltda

• • Auto-Complete and look up addresses that then auto-fill in your CRM.
  • $10 a Month
  • Google Developers Console
    • You need to set up an account here for this plugin to work.

Tips and Tricks

• Workdrive Video Tip # 1: Save drafts and publish them when you’re ready
  • If you are using WorkDrive, this is a nice tip.