The CRM Zen Show – Episode 72 – Consistent Inconsistency

Zoho News

• Zoho Forms’ upgraded Theme Builder
  • The old theme builder allowed you to customize about 50% of your forms. The updated builder raises that number to 75%
  • The form background can now be easily modified
  • Unsplash Integration
• Zoho Campaigns’ Updated Signup Forms
  • New templates, tracking codes, and reports for your newsletter sign-up forms.
• Zoho People December Newsletter
  • A nice round-up from Zoho for the Zoho People Application. Hopefully, this is a monthly update going forward.
• New Handout Feature in ShowTime
  • Automatically, share handouts with your audience before, during or after your presentation.
• November Market Place App Roundup
• Finance December Updates
  • The major updates across most of the finance applications are:
    • Zoho Sign Integration
    • Zoho WorkDrive Integration
    • The Ability to Manage Brand And Manufacturer Details for Items
  • Books
  • Subscriptions
    • Pause and Resume Subscriptions (Early Access)
    • Attach Invoice PDFs to Payment Initiated Emails
  • Inventory
    • You can now set up an approval process for quantity adjustments created in Zoho Inventory.
    • Role-based permissions for price-lists
  • Invoice

Notable Mobile Updates

• Zoho Assist: New Mobile SDK for iOS and Android
• Multi-Pipeline support has now been added to the Mobile CRM App

Implementation of the Week

• Zoho Flow for an Acuity Scheduling to Zoho CRM Integration
  • New booking in Acuity Scheduling triggers push of data to Zoho Flow
  • Zoho Flow receives Acuity Scheduling data, custom deluge functions reformat values to be accepted by CRM
  • Zoho Flow pushes data to CRM to create a Contact, and an associated Session Booking (custom module)
  • Zoho CRM-Zoho Survey integration automatically delivers a pre-session survey to the Contact who booked.

Things We Noticed and The Bug Report

• Zoho Books “Recent Updates” Tab in the Dashboard Section

This Weeks Reads

• Designing a Podcast for Audio SEO, According to HubSpot’s Podcast Expert – Sam Balter – Corporate Marketing at HubSpot.
  • Google has begun to ad podcasts to search results this year.
  • How marketers can create SEO-friendly audio content.
• Zenatta Blogs

• • Zoho Finance Suite – Overview
    • What applications are in the Suite, and what they do.
  • Zoho Books vs QuickBooks
    • And the winner is…  

Application / Plug-In of the Week

• GotoMeeting for Zoho Projects
  • Schedule new meetings from Zoho Projects and create GoToMeeting meeting URLs
  • Join meetings from Zoho Projects with the Meeting ID
  • Manage your GoToMeeting schedules from Zoho Projects
  • View upcoming meetings

Tips and Tricks

• WorkDrive: Get a comprehensive overview of your team’s activity
  • A tutorial on how you can monitor your team’s progress from your Admin Dashboard, track details like active users, active Team Folders, and view real-time activity.