The CRM Zen Show Episode 206 – Me Gusta QESo

Zoho News

• Zoho CRM Adds Condition-Based Data Sharing Rules
  • This is a huge value add, so many cases in which someone couldn’t see what they were supposed to see or vice versa.  
• Deal Lookup Field Is Now Available In The Invoice Module
  • Another need to have and more of a follow-up update on the previous feature roll-out they did a few weeks back.
• Zoho Projects Creates A Support Community On LinkedIn
  • If you don’t like the community within the community, you can now go over to LinkedIn.
• Zoho SalesIQ Adds Conversion Tags
  • Tag conversations and users now directly within SalesIQ.
• Zoho Sign Adds QES for the EU
  • They have rolled this out the last few months for other regions, now it is available in the EU.
• Zoho Books July Updates
  • As we mentioned last week, you can now reconnect your feeds, but some kinks still need to be worked out.
• Zoho Subscriptions July Updates
  • A few nice updates this month including the addition of price lists.
• Zoho CRM June Community Digest
  • Overall, a great month of updates from the CRM team, and one update we forgot to discuss a few weeks ago was on segmentation, which we recommend checking out!
• Zoho Backstage June Updates
  • Some nice updates including better 1-on-1 meeting management. 
• Zoho Cliq June Updates
  • Nothing too major, but some of the functions for mobile like DND and images on the go are nice additions. 

Implementation of the Week

• Zoho Books/Inventory Sales Order Cycle Management via API
  • Zoho Books/Inventory recently added a new system for automating Package/Invoice generation via Sales Order actions
  • By default, these automated actions can only trigger via manual creation of an order
  • In this implementation, we invoke the API to trigger these actions when creating an order programmatically
  • While using the new Sales Order Cycle tool is not as flexible as custom building the automation in Deluge, it does allow for easier management of the workflow by users that do not use Deluge

Code Share of the Week

• Null Checks: .isNull() vs .isEmpty() vs .isBlank()
  • In a previous post, we wrote about Null Checks and more specifically how the .isNull() function works.
  • In the case of lists, deluge may not consider null what we might consider to be null. We tend to think of null as being an empty value. There’s nothing there. But for deluge, a list counts as something even if there’s nothing in it.
  • That’s why deluge has the .isEmpty() function. On an empty list (often denoted by two curly bracets, {} ):

This Weeks Read

• The HubSpot Blog’s 2022 Video Marketing Report [Data from 500+ Video Marketers]
  • Another monster resource from the HubSpot team, some great data to sift through here.  Some of it though really depends on your industry and whether you are B2b or B2C.

New On Zenatta

• Zenatta Blogs
  • 6 Features to Look For in a Website Hosting Provider
    • We have spent a lot of personal time with pain and suffering regarding hosting providers.  So we thought we would share some tips to prevent a potential headache.

Application / Plug-In of the Week

• Awesome Screenshot and Screen Recorder
  • We also love Loom, but for those of you that don’t, we stumbled across this extension.  Which after doing some testing is an excellent alternative.

Tips and Tricks

• Time Tracking in Zoho Projects
  • This week’s tip is a quick 3-minute excerpt from our Zoho Projects Full Product Overview on Time Tracking.