The CRM Zen Show Episode 196 – Zohome on the Range

Zoho News

• Zoho Sign now integrates with Zoho Checkout
  • We don’t talk about Checkout much, but this is a pretty cool integration with a lot of use cases.
• Zoho Desk iOS mobile app now supports Approvals
  • Approvals are a pretty big part of Desk, so nice to see them available on the mobile app.
• Zoho Opens New Office in South Texas
  • Zoho living by what they preach “transnational localism”.
• Zoho Assist Adds Augmented Reality
  • Nice addition, sort of bringing Lens into Assist but on desktop.
• Tags are now available for Zoho CRM Sandbox
  • One of the few things missing from the Sandbox.  Also, a bonus tip, don’t push everything live at the same time when working in the Sandbox.
• PSA -Zoho Desk Changes Help Center URL Domain
  • A minor change but you will want to let your clients know the new URL link to your help desk portal.
    

Implementation of the Week

• Zoho Inventory – Automated Package Generation on Invoice Payment
  • In Inventory, the Sales Order record serves to link Invoices and Shipments for a specific transaction
  • Oftentimes, clients of ours don’t want the shipping team to package and ship an order until Invoice payment is received
  • In this implementation, we set up a custom function that triggers on Invoice payment to generate a Package for the items that are now paid
  • If the Invoice is only for some of the items on the Sales Order, the Package is only generated for these Items

Code Share of the Week

• Building a Cliq Message Card with a Data Table
  • Lots of use cases for this and Greg has layed out pretty much everything you’ll need to build and display a table inside Cliq.

This Weeks Read

• How to Grow Your Long Tail (or SMB) Customer – 5 Best Kept Secrets by Peter Flynn
  • Great read especially if you are B2B and how to grow a section of your business.
• BONUS – Brett dug up a 5-part series he wrote a few years back, both informative and entertaining.
  • Part 1 – The 80/20 Rule – What To Do About Long Tail Channel Partners
  • Part 2 – Engaging the Long-Tail | The Importance of Partner Profiling
  • Part 3 – Managing Long Tail Channel Partner Engagement
  • Part 4 – Activating Your Channel’s Long Tail Partners
  • Part 5 – Channel Partner Nurturing Programs

New On Zenatta

• Zenatta Blogs
  • New Website? Use Our Getting Started Checklist
    • Whether you are building a new website or looking to update your current, this is what we recommend you check before starting.

Application / Plug-In of the Week

• Zapier
  • Almost 200 episodes and we don’t know how this one slid by every week.  If you want 2 applications to communicate Zapier almost always has a solution to make that happen.

Tips and Tricks

• How to sync Zoho Campaigns with Zoho CRM
  • Quick 7-minute video tutorial on syncing the two products with a few bonus tips.  When the new sync goes live we will make another video around that!