The CRM Zen Show Episode 275 – Marketing Automation 2. …Oh

Zoho News

• Zoho Marketing Automation 2.0 Officially Launched
  • 4+ years now in the making, it is officially here.  For those of you who are using MA 1.0, there is no migration tool yet.  And for those of you using Campaigns, you need to turn off Campaigns to use MA 2.0.  Stay tuned as we test it this week for our thoughts.
  • Here is a list of Key Features for MA 2.0.
• Zoho Projects 8.0 Released
  • A lot of new feature updates. One major thing to note is they added 20 new industry templates, which is an excellent starting point for many.
• Zoho CRM Updates
  • Module Data Exports Receive a MASSIVE Update
    • This is major; filters were added, and the record export limit was increased from 3k to 200k.
  • Zoho CRM Autumn’23 Updates
    • Here is a snapshot of all the updates for Zoho CRM to look forward to this fall.
  • Actions by Zoho Flow for Zoho CRM
    • This is a super cool feature, but it does have a catch.  It uses its own credit system.
  • Zia Strategy Influencer Enhancements
    • Some minor enhancements to the Target Contributors and Anomaly Finder features.
• Bigin Updates
  • Zoho FSM for Bigin
    • Some people like integrations, others like toppings.
  • Zoho Bigin October’23 Enhancements
    • And in case you missed it, here is everything that happened in 
• Other Product Updates
  • Zoho Meeting October’23 Enhancements
    • Some settings have been moved to a single location, and a new video top bar was added.
  • Zoho Writer Slash Commands
    • Can’t remember the keyboard shortcuts?  Use a / command instead.
  • Zoho Recruit Enhancements To Candidate Submissions and Hiring Manager Reviews
    • You now have candidate submission, review, and approval processes.
  • Zoho Workplace September’23 Recap
    • Better late than never, here is a quick recap of all the Workplace updates in September.
  • New Zoho Creator Integration with ZeptoMail
    • Remember, these aren’t for marketing emails, only for transactional emails.

Implementation of the Week

• Zoho CRM Account-Based Prospecting Email Schedule Automation
  • In this implementation, our goal was to create an easy way for our client to drive Account-based Prospecting Campaigns without overloading any specific Account
  • We needed to ensure that if Prospecting was activated for many Leads under one specific Account at once, we spread out the commencement of outreach to those Leads over multiple days
  • To accomplish this, our custom button script first checks for the number of Leads selected to Prospecting activation
  • The function then breaks that List of Leads into 5 sub-lists of approximately equal size
  • These lists all receive a unique Prospecting Start date, based on using some business day addition rules (sub-list 1 is delayed 1 day, sub-list 2 is delayed 2 days, etc)
  • These sequential Prospecting Start dates are written back to each Leads sub-list, where it will be the driving field for date-based prospecting email workflows from CRM

Code Share of the Week

• Update Custom Fields on CRM “Products” Module for “Total Quantity Sold” and “Total Orders”
• Using the search dialog for Lookup and Multi-Select Lookup fields in Zoho CRM can sometimes be a bit overwhelming (or underwhelming), especially if you want to find what you are looking for based on criteria rather than having to scroll through the pages or search for a specific record. To go along with the accompanying YouTube video (https://youtu.be/77pvKUedPpU), here is some code that will help you keep a couple of custom fields updated on the Products module so that you can sort your lookup fields for products based on the total quantity of an item that has been sold or the total number of orders that an item has been included on. This can be adapted for many other areas than just products as well.

This Week’s Read

• What’s Fueling Burnout in Your Organization?
  • Are you seeing a dip in spirit and productivity in your organization?  HBR shares some insight on questions to ask if you fall in this category.

New On Zenatta

• Zenatta Blogs
  • Why Team Training for Zoho Desk is a Non-Negotiable
    • We are excited to announce our next training course is here! Check out our new Zoho Desk training course!

Pick of the Week

• Captions Eye Contact
  • Correct camera eye contact directly in post-production.  It is currently in beta and is free to use, no limits.
  • Check out the demo on how it works here.

Tips and Tricks

• Exploring Custom Layouts in Zoho Creator
  • In this week’s tip, we explore the world of custom layouts for reports in Zoho Creator. Learn how to create visually appealing and customized report layouts to enhance your Zoho Creator projects and streamline data presentation.