The CRM Zen Show Episode 257 – CRM Mobile Fort Knox

Zoho News

• Zoho’s Re-designed Product Logos
  • There have been a few variations ever since the main logo was changed a few months ago.  We really like this latest design for the products they’ve come up with.
• Hide Zoho SalesIQ Bot Based On Region
  • This is a really nice update that can definitely help with spam and junk traffic.
• Zoho CRM Mobile Adds Additional Security & Privacy Settings
  • These are some major security updates that were added to the CRM mobile updates. 
• File Cabinet Is Now Supported In Bigin iOS and MacOS
  • Please bring this to CRM!
• Zoho Desk Mobile Now Supports Read Receipts
  • Emails will now show their delivered status on the Desk Mobile app.
• Bigin Android App Now Supports Feed Notifications
  • Receive instant updates on records you are involved with.
• PSA: Zoho Cliq desktop app for Windows
  • If you are using Windows 8.1, it will no longer be supported.

Implementation of the Week

• PowerBI Integration for Scheduled Delivery of Zoho Surveys
  • In this implementation, our goal was to automate a process for sending Zoho Surveys to our client’s customers, based on data appearing within PowerBI
  • This client provides transportation services via a reservation system, and all of the reservation data pipes through PowerBI
  • Our first step was to set up a Databridge to pull the Client data from PowerBI into Zoho Analytics
  • Then, we set up a custom filtered data table showing completed Reservations from the last 30 minutes
  • Lastly, we set up a scheduled function triggering every 30 minutes (with a slight time offset from the DB sync), to pull this list of recently completed Reservations, and send them a pre-filled Zoho Survey via a 3rd party SMS platform

Code Share of the Week

• Search for or Create Books Customer
  • This functionality is set up to help Developers search for books customers based on the company name and the full name of the contact.
    • For this functionality to run you will need to setup a connection to Zoho Books called “books” with the scopes of ‘ZohoBooks.contacts.READ’ and ‘ZohoBooks.contacts.CREATE’
    • When this function runs it should return the Books Customer Id of either the record created or the record found.
• HTML Snippet for an NPS Gauge
  • This snippet can be used to display an NPS Gauge using HTML. It uses no Javascript, so it can be included in an email. 
  • To adjust the needle’s position, simply edit the “left” attribute inside the “.gauge .indicator” and “.gauge .indicator-label” style rulesets. The formula for the indicator is “left = (90 + NPS)px” and for the indicator label is “left = (100 + NPS)px”

This Week’s Read

• Why is Zoho Notebook the best Evernote alternative?
  • They even have a migration tool to get you started and save money!

New On Zenatta

• Zenatta Blogs
  • Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
    • We break down our internal process in this article on determining a third-party integration with Zoho.

Tips and Tricks

• Creating Role-Based Custom Views & Filters in Zoho CRM
  • In this week’s tip, Tyler covers the new role-based views and filters that were added in last month’s CRM update.