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The CRM Zen Show Episode 133 – YouTube For You, Too

Zoho News

Notable Mobile Updates

Implementation of the Week

  • Campaigns Workflow Assignment via CRM Deal Stage
    • Deal pipeline is a long process (>6 months)
    • Contacts with related Deals within certain sections of the CRM Deal flow should be entered into an engagement drip
    • Custom function written to sync Deal stage into Contact record
    • Specific CRM views in Contacts set up to sync to Campaigns mailing lists which enter pre-designed workflows

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • TubeBuddy #1 YouTube Channel Management Toolkit
    • We fell in love with this plug-in this week!
    • Bulk processing of videos
    • Tons of templates and recommendations
    • Promotion tools
    • Amazing analytics & research management
    • Versions include: Free, Pro $7.20/mo, Star $15.20/mo & Legend $39.20/mo

Tips and Tricks

  • Zoho Campaigns Beginner’s Guide How To Send A Campaign
    • This 17-minute video tutorial is a step by step guide on how to send a campaign.  We throw in some pointers on best practices along the way.