The CRM Zen Show – Episode 81 – Unknown Exciting Incentives

Zoho News

• Zoho PageSense adds cross-domain tracking
  • How to set up Cross-domain tracking. This is a method used to follow the behavior of users as they navigate across different domains after coming to your website. This helps businesses operating across multiple domains track a visitor’s journey from one website to another and further achieve greater marketing or sales goals.
• Updates in Zoho CRM Outlook plug-in
  • Outlook used to use Authtokens for signing-in to the outlook plug-in. Now, it uses OAuth, which provides a more secure method of authentication.
• Some Nice Updates to the Delete user option in Zoho CRM
  • This update will allow you to transfer the records and the assignment configurations of one user to another before deleting them from the CRM account.
• A Nice Interview With Sridhar Vembu at ZohoDay 2020 in Austin
  • Brent Leary interviews Sridhar for the Small Business Trends website.
• Join the Zoho Vault Beta
  • Users who opt-in for the event can try out our new interface before it’s available to the public and also be eligible for exciting incentives. (No word yet as to what those incentives are… but they will be exciting.)
• CRM UI Changes Are Coming Soon.
  • We can’t share any details, but you are going to like this. The Record Details Page will get an overhaul.  Look for the announcement from Zoho in early March.

Notable Mobile Updates

• Zoho Social Get’s Dark Mode in iOS
• Zoho Desk Mobile Application now supports direct responses sent via Twitter and Facebook.

Implementation of the Week

• Fax a Dynamic Document from Zoho CRM
  • If you need to build a document and send that document via Fax from your CRM, then here is how you can do that:
    • In the integration we show today – our developer, Josh, shows how this can be set up using Formstack Documents (formerly WebMerge) as the document builder and Phaxio as the delivery service. 
    • The document is first added to Formstack as a template containing form fields. A workflow is set up in the CRM to push a webhook to populate the form fields using data present in the CRM record. Once the document and workflow trigger is set up, Josh finalizes this setup by adding Phaxio as the delivery method.

Things We Noticed

• Zoho One – Owner reassignment updates
• Zoho Desk – Beta program for Zia chat

This Weeks Reads

• For our reads this week.  Something a bit different. Two stories from  Diginomica by Jon Reed and Brian Sommer, providing some insights into Zoho’s bigger plans.
  • Zoho takes their B2B data privacy stand – “We will not be part of this industry practice.” But will it pay off?
    • The answer is YES.  It will pay off.
  • ZohoDay 2020 – Zoho’s uphill growth (as told in the Texas hill country)
    • The company is continuing to open more data centers around the world.
    • Zoho’s channel partners now account for about one-third of revenue.
    • Vertical applications and application extensions are a big focus area now.

• Zenatta Blogs

• • CRM Basics: Your First Steps With a New CRM
    • A new CRM is overwhelming. Just a quick glance at the Settings pane in Zoho CRM can be mind-numbing. Let’s simplify things a bit.
  • Creating Custom Fields in Zoho CRM to Capture Unique Customer Data
    • Everything you need to know to get started with custom fields.

Application / Plug-In of the Week

• Gmail Copilot by cloudHQ – Chrome Store Link
  • Website
  • Features:
    • View profile information of the person you’re emailing, or who emailed you
    • Create private notes about an email contact
    • Set up a reminder alarm for that contact 
    • A list of all the email conversation history you have with that email contact

Tips and Tricks

• The Untouched Record Filter
  • Zero in on your unattended records through time-tracking filters
    •  A simple filter that often gets overlooked.