The CRM Zen Show Episode 186 – Share Your Notebook… Just Not To CRM

Zoho News

• Zoho Writer Adds New Features To Help With Document Merge
  • The Writer team never rests, we’ve covered a few of these but overall more great improvements to Writer.
• Zoho Workerly Client Portal is now Live
  • The “Most Awaited” portal…
• Zoho Notebook Adds Share Feature
  • And someday, just someday, you’ll be able to connect Notebook to the CRM.
• Zoho Desk Native integration with Zoho Voice goes into full effect with Zdailer
  • In short, Zdialer now works inside Zoho Desk.
• Zoho CRM Segmentation Module Adds Criteria Support
  • If you use segmentation, this will be very helpful.
  • Also, an older PDF guide from Zoho, but a great resource and relatable to this recent update.
    • https://zenatta.com/segmenting-customers/
      

Implementation of the Week

• Improved CRM Email Parsing via Custom Module
  • The CRM includes a working email parser that can pull data out of templated emails
  • The downside is that the parser can only point to one singular module
  • In some use-cases, data coming in via a parser may already exist in the CRM. For example, it may already exist as a Lead OR a Contact
  • Custom module created to capture the parsed data
  • Upon creation of the custom module record, a function triggers to search relevant modules using the parsed data and take proper actions

This Weeks Read

• Change Management for CRM Adoption: What You Need to Know by By Tim Ferguson, writer, and editor, Marketing Digest for CRM Magazine
  • But getting the best out of your CRM would demand analyzing all your current processes and identifying challenges that may come along the way. It is best to plan the right change management approach that minimizes disruptions among multiple teams. Here are some key questions to ask when you plan change management for CRM adoption.
    
• 3 Super Bowl Ads Consumers Loved in 2022 & What Marketers Can Learn from Them by Pamela Bump
  • If you are in commercial advertising, getting a chance to create an ad for the Superbowl is just as big to marketers as making it to the Superbowl.   

New On Zenatta

• Zenatta Blogs
  • Zoho CRM Full Product Overview – 2022
    • This week we did our annual product overview on Zoho CRM.  This tutorial covers a complete overview of the core features of the CRM along with what’s new from last year.

Application / Plug-In of the Week

• Text Blaze
  • This chrome extension saves users a ton of time by:
    • Allowing users to create snippets of text and templates
    • These snippets can be generated for different use cases in Chrome.
    • Works on Gmail, Google Docs, LinkedIn, Salesforce, and wherever else you may be.
    • Even has Dynamic Templates!

Tips and Tricks

• How to Set Up a Mail Merge Document Inside Zoho CRM
  • In this week’s 12-minute video tutorial we walk you through:
    • Mail Merge Use Cases
    • Creating a Template
    • Using Merge Tags in Writer
    • Sending a Document via Mail Merge