Three Year Anniversary Special
- This episode of the CRM Zen Show marks 3 years of the show. Thank you for all of your continued support and be sure to watch this week’s episode as we recap our wish lists over the last 3 years. Also, Tyler and I picked our favorite new application over the last 3 years.
Zoho News
- Zoho Sign Q1/Q2 Updates
- The Zoho Sign team has definitely been busy this year with some really great improvements and more yet to come.
- New Zoho Assist & Zoho CRM Integration
- Scheduling a remote session with your contacts is now even easier with this new marketplace extension.
- SalesIQ Websites Is Now Brands
- This revamp also comes with some new minor improvements to the old system.
- New Zoho CRM Email Composer
- This is NICE! Expect to see this update before the end of August.
- Zoho Bookings Pricing Changes
- This latest pricing change is about a 30% increase from the previous price points.
- Zoho Workplace Updates
- A roundup of 6 interesting updates to the Workplace suite.
Implementation of the Week
- Projected cash flow reporting on Recurring Invoices, Partially Payable Invoices, and Subscription Renewals via Zoho Analytics
- Based on the start date, and due/end date of a specific record, we can calculate how many expected future payments should occur
- Based on the number of payments, we can calculate the expected amount per payment for future payments
- Using a SQL Query, you can break this data out into a series of expected future payments
- Using this data, we can display expected future payments via a chart, or pivot table for forecasting purposes
This Weeks Read
- Your Cheat Sheet to Google’s 200 (Known) Ranking Factors by Adriana Stein @adrianakstein
- This 11 minute read is A LOT to take in but extremely important to keep in mind when building your brand and content on your site. Don’t forget if you need help with this we have a team of experts here at Zenatta to help!
New On Zenatta
- Zenatta Blog
- Zoho Subscriptions Full Product Tutorial
- For those of you that would prefer to read up on everything we covered her is a write up on this week’s webinar.
- Zoho Subscriptions Full Product Tutorial
- New Zenatta YouTube Videos
- Zoho Subscriptions Full Product Tutorial 2021 Webinar
- One of our favorite Zoho Applications and we cover it all in under 40 mins!
- Zoho Subscriptions Full Product Tutorial 2021 Webinar
Pick of the Week
- Mapsly
- This Zoho CRM Marketplace Extensions key features include:
- Geo-analysis and editing
- Routing and sales rep management
- Territory management
- Advanced automation
- This Zoho CRM Marketplace Extensions key features include:
Tips and Tricks
- Setting Up Signatures For Zoho Mail – 2021 Beginner’s Tutorial
- In this 3-minute Zoho Mail video tutorial you will learn how to set up:
- Default Signatures
- Alias Signatures
- In this 3-minute Zoho Mail video tutorial you will learn how to set up:
