The CRM Zen Show Episode 192 – Working Remote Or Remotely Working

Zoho News

• Zoho Sprints Adds Custom Project Layouts
  • Nice update from the Sprints team to start off the month.
• Zoho CRM Mass Action UI Changes
  • A much nicer look and field across the board.
• New WorkDrive Scribble Tool
  • Last week annotate, this week scribble.
• Frost & Sullivan Recognizes Zoho as a Growth and Innovation Leader in the Global Cloud Meetings and Team Collaboration Services Market
  • Zoho gets some recognition, but the real question is can anyone translate the graph.
• Sridhar Sees an Increase in Productivity as Offices Reopen
  • There are some interesting stats in this article and it would be fascinating to see how this would translate to a similar US SaaS company.

Implementation of the Week

• Client Logo Management for Proposal Generation
  • Oftentimes, clients ask us to help them automate proposal generation
  • Sometimes, they’re looking to personalize the proposal by including the client’s logo, dynamically merged from the CRM data (stored as a Record Image)
  • CRM Workflows can be used to upload a Record Image (logo) to Workdrive and generate a direct download public URL for the image
  • This image URL writes itself back to the CRM Account, and can then be used via the native merge to pull into Mail Merges

Code Share of the Week

• Add a link as an attachment to a CRM record
  • Plenty of use cases for this week’s code share, but is one we use most often with WorkDrive.  

This Week’s Read

• Why I schedule all my emails—and you should too
  • Zoho Mail does an excellent job at assisting with this because it gives you recommendations on the best time to send an email.  Maybe one day soon Cliq will add scheduled messages too.

New On Zenatta

• Zenatta Blogs
  • 6 SOPs Your Business Should Consider
    • A longer read this week from the team. Many of these SOPs can be implemented with various Zoho applications.  

Application / Plug-In of the Week

• Figma
  • Our team loves and lives in this design and prototype application.  Similar to Adobe’s XD, this collaboration tool to get started is free and worth checking out.

Tips and Tricks

• How To Set Up An Estimate For Digital Signatures For Zoho Books
  • As Tyler said, the title says it all.  Quick 7-minute video tutorial walking you through this entire process.