The CRM Zen Show – Episode 88 – Now It Makes Sense

Zoho News

• Zoho Projects Gets New and Improved Gantt Charts
  • A completely revamped UI and a handful of nice new features.
• Zoho Creator April Updates on The Way
  • Hide/show seconds in reports
  • Freezing the subform header
  • Layout designer for a quick view
  • Shared analytics
  • JavaScript support
• New Zoho Marketplace Applications for March
  • 44 New Applications Added Last Month
• Zoho Meeting Updates
  • Video Conferencing is now in Beta
    • Multiple video feeds will soon be supported.
• Zoho One New Session Security Update
  • Web sessions can now be managed in the security profile
• Zoho Sites Improves Its Visual Editor
  • A nice improvement to the page designer in Zoho Sites
• A Couple of Analytics Updates
  • New “Collaboration” menu to consolidate sharing options
  • You can now email filtered reports to multiple users at once
• Zoho Vs Freshworks
  • Zoho Sues Freshworks
    • Zoho has alleged that Freshworks stole and misused confidential business information
    • It accused Freshworks of poaching employees and customers
    • The Freshworks founders were ex-employees of Zoho

Implementation of the Week

• Auto-assignment of Desk tickets based on CRM Owners using Zoho Flow
  • On new ticket creation, a flow is triggered
  • Fetches Contact, and then Account information from CRM for Desk Contact on file for the ticket
  • Writes owner of CRM Account (could be defined at Contact level) into Ticket as Ticket Owner
• Click here for the video.

Things We Noticed

• Zoho Subscriptions default Customer Type for a subscription is “Business”, and cannot be changed to “Individual”
  • This may cause some issues downstream with the sync from Books/Subscriptions into CRM

This Weeks Reads

• How 8000 of us at Zoho—across 12 offices—went remote in 3 days by Ritika Datta Roy, for the Zoho Blog
  • How Zoho was working remotely with 8000+ employees, spread across 12 offices in several countries, serving over 50 million users across the globe… in 3 days.

New On Zenatta.com

• New Post
  • 5 Advanced Tips for Zoho CRM Experts
• New Videos
  • Application Overview – SoapBox
  • Zoho Cliq – Product Overview
  • How to Set Next Activity Date in Zoho CRM
• New Resource Guides
  • Getting Started with Zoho Campaigns
  • Advanced Zoho Campaigns Guide
  • Understanding Journeys In Zoho Marketing Hub
  • Marketing Hub Planner
  • Getting Started With Zoho Marketing Hub
  • Zoho Assist Implementation Guide
  • Getting Started with Zoho Flow

Application / Plug-In of the Week

• Loom
  • This is our favorite tool to make quick desktop video tutorials
  • Click here for the video.

Tips and Tricks

• Sending out text messages in Zoho Campaigns with Twilio
  • This video will help you make sure your text campaigns are sent smoothly
• Click here for the video.