Zoho News
- Zoho SalesIQ AppleTV App Adds Project Dashboard
- Tested it ourselves this week, pretty slick TV dashboard if you own an AppleTV.
- Zoho CRM Workflows Adds Retry From Failed Reports
- If you are a dev, time to do a happy dance.
- Canvas Improves Image Upload
- Was not as easy to do so previously, nice QOL improvement to this feature.
- Zoho Calendar’s Old UI Deprecation Upcoming
- This is the year, Zoho Calendar is very, very close to being an excellent calendar solution.
- Bigin Adds Constant Contact Integration
- Campaigns is great, but if you found a product you really like such as Constant Contact, it is great seeing these integrations.
- Zoho Meeting January 2022 Updates
- Virtual backgrounds are now here along with emojis.
Roundups, Newsletters, and Marketplace Additions
- Zoho People Newsletter – January 2022
- Zoho Workplace 2021 Year in Review
- New on Zoho Marketplace for Europe region: Quarter 4 ’21
- Zoho Desk Q4 2021 Marketplace Additions
- Zoho CRM December 2021 Marketplace Applications
Roundups, Newsletters, and Marketplace Additions
- Zoho People Newsletter – January 2022
- Zoho Workplace 2021 Year in Review
- New on Zoho Marketplace for Europe region: Quarter 4 ’21
- Zoho Desk Q4 2021 Marketplace Additions
- Zoho CRM December 2021 Marketplace Applications
Implementation of the Week
- Zoho Desk Ticket Auto-assignment by CRM Account Owner
- Oftentimes, once a new client is onboarded (post CRM Deal), they are assigned a specific Customer Success/Support Representative
- We’ve found that, for many Zoho users, the CRM is the most organic place to do this assignment
- On creation of a Desk Ticket, a Deluge function is triggered to fetch the CRM version of the Account/Company associated with the Ticket
- From here, we can identify the User in the Account Owner field (or, a different user look-up)
- Using the CRM User Data, we can fetch the Desk version of that User, and assign them to the ticket
This Weeks Read
- Reddit marketing: How to get it right (and wrong) by Danielle Antosz
- Depending on your brand, Reddit could be an untapped goldmine for some. See if it fits your market in this 6-minute read.
New On Zenatta
- Z Portals 2022 – The Only Zoho Portal You’ll Ever Need
- Looking for a Zoho portal that works? Well, look no further, Z Portals is a best-in-class client portal that is specifically designed around the Zoho product suite.
- Zoho One 2022 Full Product Overview
- In case you missed it here is our full product overview of Zoho One for 2022 along with a full write-up.
Application / Plug-In of the Week
- Extension Manager
- One Key fast enable/disable extension
- Lightning Group: Quickly enable/disable extension groups according to the scene (except for locked or theme class extensions)
- Smart Sort: intelligent sorting according to your frequency of use (default sort by name)
- Group management: general group and fixed group, flexible management
- Extension Naming: Give your extension an alias you like
- and more!
Tips and Tricks
- How To Import Anything Into Zoho CRM Tutorial – 2022
- In this 11-minute video tutorial we cover the following:
- How to import leads, contacts, or accounts into Zoho CRM
- Basic pointers on spreadsheet management
- How to apply additional tags to import files
- Best practices around importing data
- In this 11-minute video tutorial we cover the following:
