The CRM Zen Show Episode 181 – Hey! Who Charted?

Zoho News

• Zoho CRM Scoring Rules Enhancements
  • Scoring can now apply to custom modules.
• Zoho CRM Motivator Updates
  • Some great QOL improvements in this batch of Motivator updates.
• Zoho Subscriptions Has A Big Update Coming
  • One that we are really excited about is payment links for ad hoc payments.
• Zoho Writer Adds Dynamic Charts In Merge
  • Really cool enhancement for those that need to do things on the fly.
• Zobots Can Now Schedule Appointments Via Zoho Bookings
  • For those of you using Bookings, this is pretty slick.
• Zoho SalesIQ New Call Module Features
  • Including stored video records.
• Facebook Jobs EOL
  • Facebook is ending integration with all major ATS.
• Zoho Payroll Early Access for Washington
  • Bit by bit, Payroll is slowly rolling out state by state.
• Qntrl Adds How-To Video Library
  • Help me, help you.
• Qntrl iOS App Adds Save As Draft Feature
  • Nice QOL improvement if you are using Qntrl.
• Zoho Learn Is Now Available On iOS and Android
  • If you haven’t used Zoho Learn yet, it is truly a great app.
• Zoho Desk Android App Ticket Refresh Enhancements
  • Friendly reminder, if you haven’t contacted Zoho yet to turn on the new UI, we recommend you do.
• Zoho Projects Android App Adds Tags
  • Considering many of us work out of a mobile app for Projects, nice addition.

And in case you missed it, a handful of more roundups for last year.

• Zoho Workplace December 2021 Updates
• Zoho Mail December 2021 Updates
• Zoho One 2021 Year In Review
• Zoho Assist 2021 Year In Review
• Zoho Marketplace 2021 Year in Review
• Zoho Desk 2021 Year In Review
• Zoho Books 2021 Year In Review

Implementation of the Week

• CRM-SmartyStreets Integration for Address Verification
  • It is common to collect address integration within the CRM from Leads, Contacts, and Accounts
  • This info can be used for marketing segmentation, engagement (via physical mailers), and purchase fulfillment
  • Oftentimes, we ask Customers to provide this information directly to us, which introduces room for error
  • In this client case, Deluge functions were implemented for each relevant module to instantly check for valid addresses
  • If a proper version of the address is suggested by SmartyStreets, we can replace it, otherwise, we can notify the relevant team members to resolve the issue

This Weeks Read

• 17 Email Marketing Best Practices That Actually Drive Results by Pamela Vaughan
  • An excellent 9-minute read and a go-to reference for email marketing.  We agree with all of these best practices listed.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Hirsh Real Estate – Case Study
    • Another amazing client of ours and a pleasure working with.  Some really cool Zoho WorkDrive implementations were created while helping them implement Zoho for their business model.
  • Our 10 Favorite Picks of the Week from 2021
    • Though we love all of our picks of the week, these were our top 10 picks for 2021!

Application / Plug-In of the Week

• TasksBoard
  • Key features include:
    • Organize your lists in full-screen board to stay on top of your work.
    • Share your Google Tasks lists in real-time with your team with one link.
    • Fully integrated with Google Workspace.
    • Synchronized across all your devices.

Tips and Tricks

• Zoho CRM Blueprints Tutorial – 2022
  • In this tutorial, Tyler walks you through what a blueprint is and how to create a blueprint inside Zoho CRM.