The CRM Zen Show – Episode 114 – That’s Pretty Puvi

 Zoho News

• Zoho CRM Blueprint 3.0 Release

• • • A lot of enhancements here including:
    • SLAs now support automated actions.
    • “Same-state looping” has been added.
    • Automatic Transitions 
    • And much more.
      • Here is all the info.

• Zoho Mail Admin Console Gets a Much Needed Overhaul

• • • This is a top to bottom overhaul and way overdue.  It really looks good, and ads some nice functionality.  
    • You can read about all the new features here. 
    • Or just head over to your own Mail Admin account at mailadmin.zoho.com, to try it out.

• net2phone Integrates with Zoho

• • • From the press release: 
      • NEWARK, N.J., Sept. 29, 2020,/PRNewswire/ — net2phone, a global provider of unified cloud communications solutions to businesses, has unveiled its Zoho integration. The integration enables sales teams and other Zoho users to seamlessly leverage net2phone’s world-class communication features within the Zoho environment.
        • Read the Full Press Release Here.

• Zoho Writer New Feature: Signature Block

• • • You can now upload an image of your actual signature and Zoho Writer will store it in the cloud.  Any time you want to include your signature on a document, you can just call up the Signature Block. 
    • To be clear, this doesn’t block your signature, it inserts it.  🙂
    • Click here to learn all about it.

• Zoho Is Ending Support for Old Browser Versions on Oct 15

• • • Here is a link to the chart of supported browsers and versions.

• Zoho Has Created Its Own Font – Puvi

• • The new font is really very clean.  I like it a lot.  Zoho named it ‘Puvi’. A word from the Tamil language which means ‘Earth’. Once Zoho completes transitioning all of their applications to Puvi, it will be made available for the public.
  • You can check out the new font here.

• Zoho announced what looks to be a very nice Integration between Zoho Recruit & HackerEarth.
  • If you hire developers then you probably already know about HackerEarth. It allows you to assess, interview, and remotely hire developers for all roles.

Notable Mobile Updates

• New Updates to Zoho Doc Scanner for iOS 14 and iPadOS 14

• • The app gets a new look, plus support for new iOS features like App Clips & Widgets.  
  • You can read all about it here.

Implementation of the Week

• Custom Button in CRM record to capture Payment Information to Books

• • Custom button implemented in the Deals module (could be implemented in any record type)
  • On pressing the button, generates template Invoice in Books related to that record.
  • The payment page for that URL is automatically opened up on the screen, to be able to easily capture payment over the phone 
  • Multiple buttons could be implemented to easily spin up Invoices for specific products

This Weeks Reads

• • CRM’s COVID Opportunity – By Denis Pombriant
    • This article focuses on a study commissioned by Zoho,  in which they…

• “… discovered that customer-facing employees liked their jobs, felt their managers were good and good communicators, and they felt they understood the expectations set by their companies.
  
  In the Zoho study, the biggest complaint was the quality of the technology that employees had to use to do their customer-facing jobs. These people were exceedingly polite, and many offered no opinion of the technologies they used every day even though they could answer all other questions we posed to them. It seemed to us they were saying nothing because they didn’t want to offend.”

New Blogs, Videos, and Resource Guides

• Zenatta Blogs

• • Streamline Your Project Management With Zoho Sprints
    • An overview of Zoho’s Agile Project Management Tool

• New Zenatta YouTube Videos

• • WEBINAR RECORDING: ZOHO CONNECT – OVERVIEW AND BEST PRACTICES 

• New Resource Guides

• • Chronicles of Bad Email Marketing
  • Preparing your Business for the Upcoming Holidays
    

• Launch of CRM Zen’s New Website

• • We have launched a new site dedicated to all things Zoho.  
    • Daily News Updates
    • Events Calendar
    • CRM Zen Show Archive
    • Head on over to crmzen.com to check it out.

Application / Plug-In of the Week

• Shopify

• • If you want an e-commerce solution that works seamlessly with Zoho. Then this is the application for you.
  • Shopify is the 800-pound gorilla in the e-commerce space with over 1,000,000 businesses in 175 countries who have made over $200 billion USD in sales using Shopify.
  • It is not cheap, but worth every penny, and our top pick in this space.

Tips and Tricks

• Zoho Workdrive Sharing Settings

• • A step by step guide from Zoho on how to set up permissions in your Team Folders.