- 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
- Zoho will be rolling out the following updates this month:
- 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.
- Commission Rate field (w/ admin access only) added to CRM and Books Accounts
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
New Zenatta YouTube Videos
New Resource Guides
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.
