The CRM Zen Show – Episode 104 – Grammatically Unstructured

Zoho News

• Zoho Analytics Updates
  • According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works,  I’m going to have Zia communicate with my kids from now.
• Zoho CRM Portal Enhancements
  • Portal users can now edit records created by other users.  A major update that has been long overdue.
• Zoho Social Updates
  • Four new dashboard enhancements that went live in July.
• Zoho is Building a Hospital
  • The 250-bed community hospital will be located in Kattankulathur, on the outskirts of Chennai, Zoho’s HQ in India.
• PSA: Zoho Recruit’s URL Path System Has Changed
  • If you have posted links you will need to update them
• A New Edition of the Zoho Desk Community Digest is here
  • A nice rundown of all that is new in Zoho Desk

Notable Mobile Updates

• Zoho Workerly Kiosk for Android
  • Zoho introduces the digital version of the Punch Clock.
• Zoho Show for Android adds “Connectors”
  • Mindmap away!

Implementation of the Week

• Zoho CRM + Zoho Analytics – Quota Reporting
  • Zoho CRM and Zoho Analytics have a robust pre-built connector
  • Zoho Analytics can also accept spreadsheet files as a data source
  • Spreadsheet created for all sales rep Quotas to import into Analytics
  • SQL tables created to consolidate and join Sales and Quota tables into a master table for reporting
  • Month over Month and Quarter over Quarter progress to Quota reporting created for individual reps, as well as sales leadership

Things We Noticed

• Checking Contacts that were converted from Leads for duplicates.
  • Our senior Dev Josh stumbled on this a month ago.  I just saw it this week when he showed it to a client.  I recommend everyone do this. We have a quick video on how to do this on our YouTube Channel

This Week’s Reads

• 5 Ways Go-to-Market Strategies Will Change in the Post-Pandemic Economy – HubSpot – By Meghan Keaney Anderson, VP of Marketing at HubSpot
  • An interesting take on where we are headed, and an optimistic outlook as well.  Well worth the 8 minute read.

New On Zenatta.com

Zenatta Blogs

• Mastering Proper Accounting For Small Businesses with Zoho Books

New Zenatta YouTube Videos

• A Settings Tip for Preventing Duplicate Leads and Contacts

New Resource Guides

• Zoho Docs Admin Guide
• The 4 GDPR-Compliant Duties of Email Marketer

Application / Plug-In of the Week

• Asana for Zoho CRM
  • If you love Asana for your task management, then this is the app for you. It lets you:
    • Create Asana tasks directly from Zoho CRM for leads and contacts
    • Create and manage templates to associate tasks related to any Zoho CRM module
    • Automate task assignment to your team using webhooks and templates
  • Reasonably priced at $5 a month or $50 year

Tips and Tricks

• WorkDrive Keyboard Shortcuts
  • Who doesn’t love a good keyboard shortcut?  Well, I do, and here are 17 you can use in WorkDrive.