The CRM Zen Show – Episode 71 – Formtastic!

Zoho News

• Zoho Social Now Supports Facebook Groups
  • Here is the link to the help guide to get started
• Zoho Campaigns Adds SMS and Adds a New Image Editor
  • Texting comes to Zoho Campaigns
  • Works with Twillio SMS and Clickatell
  • The new image editor now supports adding text to images
• Analytics Updates
  • 3 minor, but nice, updates for Analytics
• Backstage Update Roundup
  • You can now track affiliate performance right from Backstage
• Zoho Creator Terms of Use Update Goes Into Effect on 2/1/2020
  • A reasonable update to Zoho Creators Usage terms.  More on this after the first of the year.

Notable Mobile Updates

• Zoho Mail Admin App Adds Spam Control
  • Set policies from your Mobile Admin App

Implementation of the Week

• Dynamic Proposals Using Zoho CRM and Formstack Documents (Formerly WebMerge)
  • An internal revamp of our proposal process using Zoho CRM, Zoho Writer, Zoho Sign, and Formstack Documents
  • Video Overview showing how it works
  • Also works from your mobile application
  • Email brett@zenatta.com for more information

Things We Noticed and The Bug Report

• Zoho Sign – CRM Integration Field Mapping Issues
  • Fields are becoming unmapped when prepopulating Sign templates with CRM data

This Weeks Reads

• When It Comes to Texting, Companies Need to Strike a Balance – Destination CRM – Paul Korzeniowski
• Zenatta Blogs

• • Integrating Your CRM With Multichannel Communications
  • 5 Ways To Increase User Compliance With Your CRM

Application / Plug-In of the Week

• Unbabel for Zoho Desk
  • Marketplace Link
  • Unbabel Website
  • Pricing Unknown
• Key Features:
  • Auto-translate conversations and add them as comments to tickets
  • Send ticket replies to customers in both their native language and the agent’s language

Tips and Tricks

• Advanced filters in Zoho CRM
  • A nice overview of how to use Zoho CRM filters to optimize your data and searches