The CRM Zen Show – Episode 40 – It’s Magical – May 6, 2019

Zoho News

• RSS Bot for Cliq
  • You can now add RSS feeds into Cliq
• Marketplace Extensions for Zoho Projects – An Update
  • A follow-up on a story we covered a month ago on Projects Extensions
• Analytics Updates
  • A lot of new data sources to pull from.  And some pretty new graphics.
• Zoho People integrates with Zoho Payroll
  • Still only available in India, California, and Texas.  But coming to more states soon.
• Zoho Bookings Is Open To The Public
  • Still not quite ready for prime time.  I tested it after the show.  But it is much closer.
    • To add it under Zoho One dashboard manually, please access the below URL after replacing the “$portal_name” with your actual portal name of your Zoho One and associate it with your Bookings account. Once this is done, Zoho Bookings will be available in your Zoho One dashboard. https://one.zoho.com/zohoone/$portal_name/adminhome#/apps/new/bookings

This Weeks Read

• • 17 Truly Inspiring Company Vision and Mission Statement Examples – HubSpot
    • A pretty in-depth article on this topic.  Worth a read.
• Lead Nurturing: 5 Useful Tactics to Get More Opportunities – Customer Think
  • If you are considering rolling out the new Zoho Marketing Hub.  Give this article a read.

App of the Week

• WebMerge
  • I love this product.  Just great.  Worth checking out.

Tips and Tricks

• Lead into SalesIQ via Forms
• • • A very nice way to track your visitors to your website without them having to engage with you in SalesIQ.
• Conditional emails based on form inputs
  • A tutorial on how to send out different emails based on form input.