The CRM Zen Show – Episode 67 – Intelligence Required

Zoho News

• Cliq Gets Its MDM On
  • Cliq now integrates with EMM providers; ME MDM Plus, MobileIron, IBM MaaS360, and others.
• WorkDrive Soon To Take Center Stage
  • Zoho Docs is getting replaced with WorkDrive – This is a very good thing.
  • Zoho WorkPlace
• Zoho Sheet Update – User Level Filters
  • A very unique feature that allows for collaborators to have different filtered views of the same document while working on it simultaneously.
• Zoho Analytics Updates
  • Two minor updates to Analytics this week.
• Zoho Vault Safari Extension Update
  • You will need to switch to Chrome for a bit.  This won’t be fixed until December.
• Zoho People LMS now in Open Beta
  • Intercompany Training in People with this new built-in LMS>
  • Can a full-blown stand-alone LMS be far behind? We hope not.
• Zoho BackStage Adds Custom Forms
  • You can now add more fields to your default event registration and sponsor proposal forms.
• Last 30 Days of Zoho Finance Updates
  • The big update here is the ability to visually pick your templates.  You can get all of the details on the links below:
    • Books
    • Invoice
    • Inventory
• New Campaigns Integrations
  • HubSpot (yes, you read that correctly), Unbounce, Wistia, and Zoho Backstage
• A Zenatta PSA
  • Update your Zoho CRM Zapier Integrations before 12-31-2019

Notable Mobile Updates

• Zia – AI Assistant is now integrated with Zoho Projects iOS app
• ‘Forums’ added to Zoho Projects iOS app
  • Some major updates to Projects or iOS last week.

Implementation of the Week

• Inventory Management Report in Zoho Analytics
  • Using new Inventory – Analytics Integration
  • Presents viewer with SKUs, stock on hand, unit sales in the last month, and the monthly unit sales average (year to date)
  • It provides a valuable tool for forecasting inventory usage and ordering requirements.
  • Reach out to Tyler at tyler@zenatta.com if you would like more information.

Things We Noticed and The Bug Report

• Subform Limits – 100 Rows
  • Probably not going to be a big deal.  But something to be aware of. 
  • You can have two SubForms per module.
  • Each Subform can only have 100 records. 

This Weeks Reads

• Deeper Relationships Require Intelligence – CRM Magazine – by Phillip Britt
  • So true on so many levels. 
  • But, seriously.  This is a very good read on the value of good data.
• Zenatta Blogs

• • The Secret to Data Visualizations That Work [+ Best Practices]
    • Sometimes less, is, in fact, more.
  • Go Slow: Unlock the Power of Campaign Marketing

Application / Plug-In of the Week

• Cross Module Updater for Zoho CRM
  • This extension creates a field called “Account Type” in the Contacts module. Every time an “Account Type” under Accounts gets updated, the extension updates the field “Account Type” in all the contacts related to that account. This extension also works when a new contact is created and associated with an account, and when a contact is edited and associated with an account.
  • Developer Website – Mobix
  • Twitter – @MOBIXGROUP

Tips and Tricks

• Custom Branding Your Zoho BackStage iOS and Android Application
  • This Update really makes it easy to update your Application branding and allows you to combine your brand’s personality with the default Backstage attendee app.