The CRM Zen Show Episode 178 – Year in Review & The Second Annual Zenmys

Zoho News

• Zoho Analytics December 2021 Updates
  • The Zoho Analytics team delivers a huge last batch of updates to finish off the year.
• Zoho MarketPlace 2021 10 Fastest-Growing Apps
  • Have you tried any of these out this year?
• Zoho Desk Improves Ticket Visibility
  • You can improve the filtering of who sees tickets per User/Department now inside Zoho CRM via incoming Desk tickets.
• Zoho Payroll ABRY Scheme Implementation (India Editions)
  • If you are using Zoho Payroll in India you can now apply the ABRY scheme to qualifying employees.
• Zoho Projects iOS Adds Global Search
  • With the latest iOS update for Zoho Projects, you can now do a global search. 
• Zoho Projects Year In Review 2021
  • Starting the year off with Zoho Projects 7.0 to dozens of other updates here is everything that happened in Zoho Projects for 2021.
• Zoho Meeting 2021 Year In Review
  • Zoho Meeting has truly had an amazing year when it comes to product improvements, and is almost ready for prime time.
• Qntrl’s 2021 Year In Review
  • In case you missed anything this year, here is everything that happened with Qntrl for 2021.

Here is a quick summary of Zoho’s 2021: 

And as crazy as 2021 was,  Zoho still managed to push out 9 new products and 1 new bundle.
Company growth has continued, with approximately 2000 new employees and over 60 million users.
So here is a month-by-month review of the major stories that we discussed on the CRM Zen Show in 2021. 

January

• Zoho Launches New Application – Arattai
• Zoho Launches New Application – RouteIQ
• Zoho Projects 7  launches giving Projects a complete makeover
• Zoho Workdrive launches new desktop application Workdrive Genie App

February

• Zoho Social adds YouTube, Content Library, and UTM parameters
• Zoho CRM allows the removal of system-defined fields
• Motivator becomes part of Zoho CRM
• Zoho Books adds SurePayroll integration allowing businesses to have a payroll option finally
• Zoho Analytics rolls out revamped manage users interface and CRM subforms sync
• Zoho PageSense introduces pop-ups & banners

March

• Zoho Launches New Application – Zoho Voice
• Zoho Launches New Bundle – Zoho Marketing Plus
• Zoho Desk adds skill-based ticket assignment “Round Robin”
• Zoho Vault revamps Chrome & Firefox extensions improving the UI and overall functionality of Vault
• Zoho launches its 25 years of Zoho campaign, sharing the journey that has been Zoho thus far
•  Zoho announces new prices for all applications and bundles

 April

• Zoho Launches New Application –  DataPrep
• Zoho Launches New Application –  Zoho Learn
• Zoho SalesIQ 2.0 is released, a complete overhaul of the application
• Orchestly rebrands to Qntrl

May

• Zoho CRM becomes HIPAA Compliant
• Zoho Calendar gets a MAJOR overhaul to its UI and features
• Zoho Voice gets integration with…Zoho
• Zoho MarketingHub changes its name to Zoho Marketing Automation.

June

• Zoho CRM adds Multi-Organization support with Single Sign-On
• Zoho Forms adds Language Translation

July

• Zoho Launches New Application –  Zoho Shifts
• Zoho Launches New Application –  Zoho Contracts
• Zoho launches Analytics 5.0
• Zoho TransMail renamed to ZeptoMail
• Zoho Meeting new integration with Zoho Notebook

August

• Zoho Launches New Application –  Trainer Central
• Zoho Bigin becomes HIPAA Compliant
• Zoho Backstage adds Hybrid Events
• Zoho Desk adds Ticket Archiving
• Zoom integration to Zoho Booking
• Canvas for Zoho CRM officially launches

September

• Zoho Launches “Kinda” New Application – Catalyst
• Zoho ShowTime deprecated from Zoho Workplace
• Zoho to hire up to 2,000 people for rural offices
• Zoho CEO’s ‘auspicious’ meeting with 12-foot-long king cobra, and thus cobra news was born

October

• Zoho CRM adds color-coding to Picklists
• Zoho announces Zoho One 21
• Zoho adds multiple telephony provider integration for Zoho CRM

November

• Zoho Campaigns gets a BIG Update with segments and syncing
• Cliq 3.0 Launched
• Bigin introduces Bigin Premier

December

• Zoho CRM adds Subform association to Templates
• Zoho Desk adds Multilingual Feature with 
• 40+ Languages
• Zoho Desk introduces early access to new guided conversations
• Zoho Cliq Adds Carplay

2021 Wish List Scorecard

• 4.25 Wishes Granted
• 3 Wishes Getting Closer
• 8 Wishes Denied
• (Red=NO, Green = Almost, Blue = Yes)
  

• Applications – Because we can’t recommend these to clients until they are fixed, please focus on Fixing the Following Applications
  • MarketingHub
  • Bookings
  • Meetings (Waiting Room,  Recording Engine, Better Calendering)
  • Showtime (Deprecated Applicaiton)
• Other things we’d really like to see happen in 2021:
  • All the things we asked for in 2020:
    • Integrated Tasking Engine.
    • Full Launch of CRM Canvas View for Records
    • Launch LMS Platform
    • CRM Subforms 
      • Syncing into Analytics
      • Mail merge into CRM email templates
      • Workflow trigger on new subform line
    • Filtered lookup fields in the CRM
    • Unified time tracking across all applications
    • Books-Inventory – enable edits to inventory tracking settings after transactions recorded for the item
  • And a few new things:
    • Standardized Interface in Zoho One for ALL applications
      • Settings
      • App Launchers
      • Anything that can be standardized, should be.
    • Unified Zoho One Dashboard

2022 Wishlist

• Applications – Because we can’t recommend these to clients until they are fixed, please focus on Fixing the Following Applications
  • Bookings – Fix Calendar Sync (Real Time), and Invite issues.
  • Meetings (Recording Engine, Better Calendering)
  • Zoho Payroll – Please just acquire a real payroll company
• Other things we’d really like to see happen in 2021:
  • All the things we asked for in 2021:
    • Integrated Tasking Engine.
    • CRM Subforms 
      • Workflow trigger on new subform line
    • Filtered lookup fields in the CRM
    • Unified time tracking across all applications
    • Books-Inventory – enable edits to inventory tracking settings after transactions recorded for the item
  • And a few new things:
    • Zoho Voice
      • Lower Zoho Voice Pricing
      • Zoho Voice Power Dialer
    • Increase API per minute limits in Core Apps, and daily limits in Finance Suite.
    • Release a polished version of Marketing Automation and combine Campains and Marketing Automation into a single product.
    • Increase file size limits in Deluge. (5mb is not nearly enough)
    • Increase row limit runtime max in Deluge.
    • Add a SELF SERVICE buy it now for APIs
    • Build more datacenters
    • Please Integrate Zoho Notebook with Zoho CRM

2021 Zenmy Winners

• Favorite New application 
  • Zoho Learn
• Favorite Telephony Solution
  • RingCentral
• Favorite Marketplace Application
  • Smooth Messenger
• Top 6 Viewer Choice Zoho Applications for 2021
  • CRM
  • Creator
  • Cliq
  • Analytics
  • WorkDrive
  • Books