The CRM Zen Show – Episode 76 – ZohoUP!

Click Here To Register For Our Upcoming Webinar: An Introduction to Zoho One, January 28, 2020, at 10 AM PT.

Zoho News

• The Zoho Blog has added more “Year In” review blogs (by our count fourteen, and Pac Man fans, be sure to check out the Zoho Mail Post).  Including this one that covers Zoho One, which includes the mention of a new product we didn’t notice before: Zoho Scanner
• Zoho People has added an Activity Log
  • A very nice way to see all activity in your organization at a glance.
• Zoho Social Adds a new “Pause and Resume Posts” feature.
  • Why would you need this?  The blog gives some pretty compelling reasons why this feature is necessary.
• SalesIQ’s Mobilisten now supports React Native platform
  • React Native is a cross-platform development tool for iOS and Android.
  • You can read here more details about the Mobilisten platform.
  • And you can check out React Native here.
• The upcoming US-based Zoho Campaigns Community Meetups
  • Cover 20 US Cities in Late January through March.
    • Join me on March 19 in San Diego and March 24 in Irvine
• January Creator Updates
  • Support for reading NFC tags
  • Accessing app as  Progressive Web Application (PWA)
  • Coming soon:  JavaScript support, Cloud functions, and Shared Analytics
• Zoho Backstage Updates
  • Conference Badge Creator (BadgeUp)
  • Reveal “Hidden Tickets” with access codes
• For those using the Zoho Workplace Suite
  • There is a new dashboard (US)
  • A very nice feature, and very customizable.

 Notable Mobile Updates

• ‘Dark Theme’ comes to the Zoho Desk Android App

Implementation of the Week

• Custom CRM Music Catalogue Invoicing Solution with Subforms and Deluge
  • Product catalog built-in custom modules
    • Chose custom module over standard Products module due to additional relationships needed
  • Subform created in Deal to lookup Products, pull in additional information from Product record on lookup
  • One-click automation through Zoho Flow to create and send mail merge invoices to an internal team, business manager, and client.

Things We Noticed

• Zoho Marketplace as a CRM module
• Zoho Campaigns Set-up Interface has been cleaned up.  A very nice improvement.
  • No official update on this yet. But they should show up HERE.
• ESET is blocking ALL Zoho Websites
  • Here’s how to fix it
• Zoho API Warning Some Tips
  • Go To Settings > Developer Space > Functions
    • Hover over Functions that say “Deprecated” to find out the association.  If associated with a Plugin then…
  • Go To Settings > Market Place > All 
    • At the top click on Updates.
      • Hopefully, the plugin that has the deprecated function will have an update.  If not, then you will need to find a workaround.

This Weeks Reads

• Start 2020 off right with a focus on knowledge management – By Paul Selby for CustomerThink
  • You can do this natively in Zoho CRM with Cases and Solutions, or go big time, and build out your Knowledge Base with Zoho Desk.
• Zoho Notebook vs Apple Notes: Which Note-Taking App Should You Use – By Gaurav Bidasaria for Guiding Tech
  • A nice review.  And the winner is… Zoho.
• Zenatta Blogs

• • CCPA Following the Law On Customer Data Security: What’s Your Responsibility? 
    • An overview of California’s Consumer Privacy Act (CCPA), which provides the strongest data protection laws in the United States.
  • Zoho Inventory – An Overview
    • We continue our overview of the Zoho Finance Suite

Application / Plug-In of the Week

• Client Portal Extension for Zoho CRM
  • This has become our new client-facing portal.  Just a great bit of software.
    • Create a branded customer portal on your WordPress website with single sign-on capabilities for your WordPress users.
    • Single Sign-on capabilities with Woo Commerce
    • Integrate with numerous Zoho apps to create a unified customer portal across Zoho One
    • Use Coupon Code CP-Zenatta to waive the $250 activation fee.

Tips and Tricks

• Building popup forms with Zoho Campaigns
  • A step by step guide on implementing this new feature.
• Using Smart Elements in Zoho Show
  • Smart Elements are a new feature that allows you to display Key Performance Indicators (KPI’s) in a meaningful & engaging way.