The CRM Zen Show Episode 190 – Wait, We Had a Test Yesterday?!?

Zoho News

• Zoho WorkDrive Adds Annotations
  • And it’s not just for text, a super nice addition!
• Zoho CRM Adds New Convenient Subform Import
  • This is a huge time saver and another nice improvement to Subforms.
• Zoho CRM API Credits Increased & Integration Tasks Now Consume Credits
  •  So, this was announced last year but wasn’t consuming credits until now.  Don’t worry this will not affect 99.9% of us.
• Zoho Meeting March 2022 Updates
  • We ran some internal tests, almost but not quite yet.
• Zoho Backstage Adds Zoom Meetings Sessions
  • This is very nice.  Zoom Webinar is not cheap and this is a big money saver.
• Zoho Projects Adds Comment Permissions
  • Why not?
• Zoho Schools – Fast Track To Success
  • We thought this was a story worth sharing about Zoho Schools changing an individual’s life.
  • Learn more about Zoho Schools.
• Zoho People Newsletter – March 2022
  • If you are a Zoho People person, be sure to check out this month’s newsletter.
• Zoho is Updating its Terms of Service
• Zoho is Updating its Privacy Policy
  

Implementation of the Week

• CRM Operations Backlog reporting via Analytics
  • Zoho CRM is a powerful tool for tracking sales, engagement, and operations processes
  • Because of the customization and automation potential in the CRM, each step can be date stamped at the beginning and end of the process
  • Zoho Analytics can then be used to roll up this data into actionable insights around where internal processes can be streamlined and optimized

This Weeks Read

• The HubSpot Blog’s 2022 Web Traffic & Analytics Report by Maxwell Iskiev
  • Most of these are pretty straightforward, but some interesting data presented in the article worth taking a look at.

New On Zenatta

• Zenatta Blogs
  • Intrinsic Therapeutics – Case Study
    • Shoutout to everyone at Intrinsic Therapeutics.  An amazing client to work with and a very unique Zoho buildout. 
  • Zoho Desk Full Product Overview
    • In case you missed our Zoho Desk Overview last week, here is our 2022 rundown of Zoho Desk.

Application / Plug-In of the Week

• Related Tickets by Custom Fields for Zoho Desk
  • Key Features:
    • Add custom fields specific to the layouts in your departments.
    • View key information of the related tickets, such as ticket ID, ticket owner, status, and date/time created.
    • Find related tickets that match the field value of a specific custom field, or all added custom fields.
    • Select which profiles can access the extension in their corresponding departments.

Tips and Tricks

• How To Setup UTM Tracking with Zoho Forms
  • A quick 6-minute tutorial on setting up UTM tracking for AdWords through Zoho Forms.