The CRM Zen Show Episode 228 – Near, Far, Wherever Webinar

Zoho News

• Zoho Finance Updates
  • What’s New In Zoho Books – Dec 2022
    • Integrating bank accounts just got that much easier with Plaid!
  • What’s New In Zoho Invoice – Dec 2022
    • Customize reports with multiple parameters and new updates to the mobile apps. 
  • What’s New In Zoho Inventory – Dec 2022
    • You can now track shipments from the client portal!
  • Zoho Expense Product Updates – Nov & Dec 2022
    • Super useful updates like splitting expenses into reports and creating a single trip for multiple employees’ expense reports. 
• Minor Enhancement In Zoho CRM – Survey Integration 
  • Simple enhancements to categorizing surveys by Department will make your workflow a bit smoother. 
• What’s New In Zoho Backstage – Nov 2022
  • A few new updates, including the ability to send passes for event participants. 
• Embedded Signing With Zoho Sign
  • You can now sign your document on devices!
• Zoho Writer’s New Automation Template Features
  • Powerful new signature collection workflows!
• 4 New Enhancements In Reports
  • A couple of cool organization updates have been added to Reports
• Announcing Zoho’s All-In-One Virtual Event Platform: Zoho Webinar
  • The new Zoho Webinar app is split from Zoho Meeting and is now included in Zoho One! 
• Latest Updates In Zoho Meeting
  • Small improvements like screen mirroring and mobile updates
• Zoho Bigin’s Early Access For Team Pipelines
  • Team Pipelines allows easy access to all your contact info in one spot. 
• New Features & Enhancements In Latest Version Of Zoho Sprints iOS App
  • Keeping up to date with the latest updates in iOS 
• Zoho Marketplace Now Houses 200+ Extensions For Zoho Recruit
  • There’s not much more you can ask for with over 200+ extensions! 
• New Enhancements In Zia
  • Zia is now tracking the history and usage in order to provide better reporting and data from the enrichment tool

Implementation of the Week

• SalesIQ Web Visitor Deanonymization via Zoho CRM Email Clicks
  • SalesIQ provides a powerful toolset to gather information about the web engagement of existing Leads and Contacts
  • The challenge is that the web traffic is totally anonymous unless the user chats
  • This implementation centered around using URL parameters in CRM Email Templates such that the Lead/Contact
  • Once the Lead/Contact clicks through, we connect their CRM record to the SalesIQ Visitor, which allows for ongoing Visitor Scoring and an improved ability to utilize CRM data for ongoing chat engagement

Code Share of the Week

• Sort a List of Maps by a Value Inside the Maps 
  • A super useful way to sort your data, but it isn’t as easy to implement as you might think. 

This Week’s Read

• What is SMS Marketing? How Does it Work? (4 Best Practices)
  • SMS Marketing doesn’t work in every situation but is a beneficial marketing tool when used correctly. 

New On Zenatta

• Zenatta Blogs
  • 4 Killer Customer Service Applications 
    • Get to know more about Zoho Assist, Desk, Lens, and SalesIQ in this week’s blog focused on customer service! 

Application / Plug-In of the Week

• Qwilr
  • A dynamic way to create a microsite for a sales proposal. The site accepts payment, has signing ability, and has great integration with Zoho!

Tips and Tricks

• New CRM? The First 3 Things We Do In Any New Zoho CRM
  • Very simple clean-up process to create the best setup for your CRM