The CRM Zen Show – Episode 107 – It’s a Gateway Drug

• Zoho CRM Kanban Is Finally Getting an Overhaul
  • The screenshots look pretty nice. 
  • It will be here “In the coming week”. So if that means 7 days from the post, we should see it before August 20th.
  • Oddly, this will NOT apply to activities.
• Zoho Mail Adds Integrations with Todoist, Wrike, Monday.com, and Insightly CRM
  • Zoho Mail’s extension widget (eWidget) currently supports 25+ applications you can access directly from your Zoho Mail account.
• Zoho Books Gets a Vendor Portal
  • Vendors can now access their transactions, communicate, review orders, and more.
• More Bigin Product Updates
  • Zoho CRM Migration to Bigin, Zoho Sites, and Email Validation are here now.
  • In the next two months, we will see Zoho CRM to Bigin Synchronization and Books Integration.
• Zoho Creator Updates for August
  • Zoho will be rolling out the following updates this month:
    • File preview in reports
    • Displaying published components inside published pages
    • External hosting for widgets
    • Supporting record templates in the detail view
    • Integrating Creator with Zoho Directory
• The August Edition of the Zoho People Newsletter is now available
  • For those who love HR, or those who have insomnia. 
• Zoho Workdrive Update
  • You can now add Labels to your files.  A very nice way to tag and organize your files.

Notable Mobile Updates

• SalesIQ for iOS Gets a Big Makeover
  • Pretty much a top to bottom rewrite.  Very nice.
• Zoho Sprints iOS app now supports the ‘Sprint users’ field.
  • And to clarify: Sprint users are users who will have access to the sprints. 

Implementation of the Week

• CRM/Books – Account Level Commission Tracking via Zoho Analytics
  • Commission Rate field (w/ admin access only) added to CRM and Books Accounts
    • Also added to integration to ensure consistency between applications
  • Invoices tracked by default in Books as attributed to a salesperson
  • Analytics workspace created syncing information from CRM and Books
  • Summary table created using data from CRM Accounts (Commission Rate), Books Invoice revenue, attributed by the Invoice salesperson
  • Allows for commissioning not based on rates per user, but based on rates per account.

This Weeks Reads

• Is Your Pipeline Reporting Process in Need of an Overhaul? – CustomerThink, by Kevin Wessels
  • CRM vs Spreadsheets and the winner by KO, 30 seconds into round 1 is CRM.  Shocking.

New On Zenatta.com

Zenatta Blogs

• Keeping Tabs on Your Brand with Zoho Social’s Monitoring Tools

New Zenatta YouTube Videos

• User Profiles in Zoho CRM

New Resource Guides

• Automate your Sales Process with Zoho CRM
• Zoho CRM Onboarding Guide

Application / Plug-In of the Week

• Instapaper
  • A great application that I use pretty much every day.  
  • Instapaper turns web content – articles, stories, posts, videos, and even long emails – into a great reading experience.
    • Over the course of your day, you’ll encounter things you want to save for later. 
    • Simply push a button in your browser, or choose “send to Instapaper” in a linked mobile app. 
    • Instapaper then saves it for you and makes it available in a reading-optimized format on your browser.
  • A bargain at $29 a year

Tips and Tricks

• User Profiles in Zoho CRM
  • This quick video covers the basics of User Profile security settings.