The CRM Zen Show Episode 198 – Brand Stu Studio

Zoho News

• Zoho Officially Launches Marketing Plus Bundle
  • This bundle has been available since last year but is now “officially” launched with a very entertaining ad video worth the watch.
• New Features Added To Analytics in May Updates
  • A bunch of minor and “why not” updates in this month’s batch.
• Zoho Show Can Now Translate Any Published Presentation
  • We will be testing this out over the week, nice QOL feature for those needing to translate something to present on the fly.
• Zoho CRM Adds Call Bar
  • This we believe is just for their telephony tool which is built on top of Twilio. 
• Update to Sorting Order of Picklist Values
  • Great and useful new feature that now allows you to set a default sorting view for a custom view or report.
• Shifts Adds the Ability to Create Jobs Directly in the Module
  • Nice little update cleaning up the overall process of assigning someone a job.
• Zia Adds Direct Feedback Option
  • We should all use this to help Zoho better train its AI.
• Text Password Depreciation For Bigin’s Gmail Connector 
  • This is more of a PSA from Zoho and we assume to see this announcement for other Apps in the near future.
• Zoho Docs To Be Discontinued November 15, 2022
  • RIP Docs.  This has been coming for some time, if you haven’t migrated to WorkDrive yet, the whole process shouldn’t take more than a couple of hours.
  • Test

Implementation of the Week

• Zoho CRM – Multi-Pipeline Automations for Upsell Opportunities
  • For companies with multiple products/services, multiple Deal Pipelines can be created to track sales processes for each product/service
  • Oftentimes, winning a Deal for a given product/service indicates that the Customer may be a good fit for a secondary product/service
  • In this implementation, we set up a function to auto-generate a second Deal in a new pipeline upon winning a previous Deal
  • This new Deal is assigned via round-robin to the specific sales team for this product/service type and carries over necessary information for the hand-off to the new team

Code Share of the Week

• Getting Merge Fields for a Mail Merge Document
  • If you are merging a writer document via deluge, you need to query all of the merge fields in the document in order to map the necessary data in the merge API call.
• Basic Proposal Generation Using Deluge
  • A couple of months ago we released a video on 7 workflow automations, here is the code mentioned for the WorkDrive automation.

This Weeks Read

• Relationship Marketing and the Art of the Post-Purchase Marketing Funnel
  • A quicker read this week, but a good one from Destination CRM taking a look at keeping the relationship going with your customers after the sale.

New On Zenatta

• Zenatta Blogs
  • Why Prototype?
    • Because it saves you from a ton of pain and suffering at the end of the day.  And in the design world, it can also save you a lot of money as well.

Application / Plug-In of the Week

• Semrush
  • A few of our clients use this tool to track the overall health and quality of their websites and campaigns.  Though it is a bit more expensive than most tools, the reporting and data it gives you are hands down one of the best.

Tips and Tricks

• Zoho Forms – Everything You Need To Know
  • Another monster tip this week from the team!  Tyler this week essentially did a mini-webinar of his own doing a full product tutorial of Zoho Forms.