Zoho News
- 5 Updates Released for Zoho Analytics
This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more.
- Zoho Show For Android Update Adds Download Repository
- Zoho has added a “View Downloaded files” section to the Show app for Android, allowing you to view PPTX, PDF, or JPEG files from a single location.
- Zoho Commissions CRM Essentials Research Survey:US and Canada Adjunct Surveillance Survey
- The data shows that 62% of U.S. and Canadian companies don’t inform customers that they allow tracking code from third-party services on their websites.
- The data shows that 62% of U.S. and Canadian companies don’t inform customers that they allow tracking code from third-party services on their websites.
Implementation of the Week
- UTM Tracking for CRM Leads via Zoho Forms
- Zoho Forms has specific settings for UTM Tracking
- First, Z Forms code is embedded in the footer of all pages on the website
- UTM Tracking fields added to Zoho Forms – CRM integration
- Simple iFrame embed used to add Form to website
- On submission of Form, UTM Campaign, Term, Click ID all are captured and submitted
This Weeks Reads
- Everything You Need to Write a Marketing Plan – HubSpot Blog – Written by Clifford Chi
- Last week HubSpot had a great blog on Marketing Budgets. Here is one on building out your Plan (I recommend you do this first). It also includes a downloadable template.
Application / Plug-In of the Week
- SMS-Magic
- On our webinar last week about RingCentral and Zoho I was asked about good SMS solutions. I left this one out, and I heard about that omission from quite a few of you. 🙂 This is the ALL-TIME TOP rated extension in the Zoho Marketplace with 590 Reviews, of which, 543 are 5-STAR.
- Some of its Key Features Include:
- Two-way SMS and MMS conversations, featuring a simple interface that empowers reps to quickly deliver rapid sales responses and service resolutions with SMS templates.
- Automated compliance management, auto-responses, personal profiling, surveys, scheduling, and SMS campaigns.
- View an entire history of all conversations, across Zoho modules, within each record. Users share a 360˚ history of every record’s messaging conversations, to give each buyer a personal touch.
- Track & analyze responses, manage Sender IDs, receive delivery reports, and opt-outs.
- You can get the full details from the companies website.
Tips and Tricks
- How to Use Zoho CRM Campaigns and Deals to Track your True ROI
- A quick 2 Minute Video Tip from our webinar on Google Ads and Zoho.
- This will show you how to set up a campaign and track your true ROI on Google Ads inside Zoho CRM.