The CRM Zen Show – Episode 59 – Muy Bien Zoho

Zoho News

• Zoho One Get’s A UI and Features Update
  • New Features List
  • There is a lot to like in this update:
    • User Groups for Application Deployment
    • Centralized Telephony Integration
    • Orchestly Comes to Zoho One
    • A New Marketplace
    • Dashboards, and much more.
• Zoho Forms-Automate.io Integration
  • More third party integrations are always a good thing.
• Zoho Sites Gets Unsplash Integration
  • Millions on free stock photos are now at your fingertips in Zoho Sites.
• Zoho Vault’s new and improved user interface – Webinar
  • New features are coming. Register for this webinar to find out what they are.
• Analytics Sep 13, 2019 Updates 
  • Analytics is getting Geo Heat Maps

Notable Mobile Updates

• Zoho Mail – You can now Forward and Email as an Attachment
• Zoho Cliq – Better Notification Management

Cool Dev of the Week:

• On the podcast, we talk about how we developed a Pricing Calculator:
  • Custom module related to Deals
  • Pulls relevant information from Deal module upon creation
  • Checkboxes to run conditional formulas to generate price calculations
  • Email success@zenatta.com for more information

Things We Noticed

• Zoho is standardizing it’s Quick App Links
  • See if you can find the Three Little Dots in the upper left and corner of Zoho CRM

This Weeks Reads

• 6 Cures for Solutionitis, a Benevolent Plague Infecting Your Organization
  • Customer Think – By Dave Fish, Founder of CuriosityCX
• Zoho Is Starting to Look Like a Utility
  • CRM Buyer – Denis Pombrian
    
• Zenatta Blogs
  • The 5 Key Elements of a Good Elevator Pitch

Application / Plug-In of the Week

• DocuSign extension for Zoho CRM
  • Marketplace Link
  • Help Doc
  • This is a great plugin for Zoho CRM if you are a DocuSign user.

Tips and Tricks

• Zoho Inventory – Tip #1 Automating online sales order to invoice conversions
  • This requires some deluge scripting but is actually very simple.  A nice tutorial.