The CRM Zen Show Episode 212 – Turn And Face The Campaign Ch-Ch-Changes

Zoho News

• Celebrating 10 Years of Campaigns
  • Congrats Campaigns!
• New AI Product Recommendation For Campaigns
  • This is a pretty cool update that will pull in customer and order data to make recommendations.
• Campaigns Adds Its Own SMS Gateway
  • Not entirely sure if this is a new connection or just a white label version of something that already exists.
• Campaigns Finally Adds Live Editing Of Workflows
  • We’ve been waiting for this update for quite some time.
• Campaigns Adds Right-To-Left Content Editing
  • For all friends in the Middle East.
• Mail-Merge Features Now Available For Android or iOS Tablets
  • The browser on the tablets, though, has been able to support this for a while.
• Zoho CRM Wizards New Enhancements 
  • Conditional Rules and Custom Buttons received some TLC, but Blueprints is usually the way to go over a Wizard at the end of the day.
• New Zoho Flow to Zoho Meeting Integration
  • If only the data centers were better for Meeting because it is a great app, but the quality still is very poor.
• New Backstage Add-Ons For Marketing Plus
  • More compartmentalization for Zoho Backstage within the Marketing Plus bundle.
• Zoho People August Newsletter
  • Nothing too exciting, but here is the monthly newsletter for all our People users.

Implementation of the Week

• Scheduled Sync Integration of Zoho Subscriptions and Totango via Zoho Analytics
  • In this implementation, the goal was to surface Customer Monthly Recurring Revenue (MRR) automatically in a 3rd party platform, Totango 
  • First, myriad Subscription Services were summed up for each Customer using Zoho Analytics
  • Then, we created a scheduled function in Zoho to reference the custom data table in ZAnalytics
  • Lastly, we reformat the returned JSON data to a format accepted by Totango, and use an OAUTH connection to update the Totango Customer Accounts accordingly

Code Share of the Week

• Zoho Creator – HTML Snippet – Download File Button
  • Here is a quick way to add an HTML button to a page that downloads a file from a file upload field.

This Weeks Read

• Zoho for Startups completes 5 years, goes global
  • Up until finding this article, we had no idea that this was a thing Zoho was doing.  This is a very cool program Zoho has going on to help startups, and nice to see it expanding to other markets outside of India.

New On Zenatta

• Zenatta Blogs
  • Which Zoho Bundle Is Right For You?
    • In case you missed it this past week, our monthly webinar was on the Zoho bundles this month. Here is a quick write-up along with the webinar recording.

Application / Plug-In of the Week

• Time Tracker for Zoho CRM
  • Key Features:
    • Automatically calculates the exact amount based on a user’s hourly rate and the total time spent on a particular record.
    • Creates a timesheet module where all timesheet data is stored.
    • Tracks the time spent by a user on a particular contact, deal, or account.
    • Provides description fields where users can write notes for a better time tracking process

Tips and Tricks

• Getting Started With Zoho Creator Part 4 – User Roles & Permissions
  • Continuing with our Zoho Creator series, Josh discusses setting up your user roles and permission inside your Creator app.