The CRM Zen Show Episode 134 – Subform Reform

Zoho News

• January Marketplace Roundup
  • Here is what’s new to the Zoho Marketplace last month.
• Zoho Recruit Now Supports Arabic
  • In this latest update, Zoho Recruit added Arabic to one of the 24 language options it supports.
• Zoho Analytics Rolls Out Revamped Manage Users Interface
  • Interfaces for both account and workspace received an update on February 18.
• Zoho Assist Announces Multi-Monitor Feature (beta)
  • 
    Send a request to Zoho Assist to gain early access.
• LastPass Free Changes Make Zoho Vault An Even Better Alternative
  • 
    Zoho Vault is already a top-of-class password management solution, but if you are unsatisfied with LastPass here is another reason to make the switch.(Our App of the week ties in GREAT with Zoho Vault)
• API Change Requires Reauthorization Of Twitter With Zoho Campaigns
  • If you have Twitter linked with Zoho Campaigns you will need to reauthorize the connection due to a recent API change.
    • This also applies to Zoho MarketingHub

Implementation of the Week

• Aggregated “Last Touch Date” field in CRM Contact
  • There is a “Last Activity Date” field in the CRM, which includes updates from Tasks, Calls, Meetings, Notes, Emails, AND field updates
  • Oftentimes, we’d like to track only real touches, excluding field updates
  • Automations were written for each specific action (Task, Call, Meeting, Note, Email) to datestamp this field in the Contact record
  • This automation does not include field updates so that the true “Last Touch Date” can be accurately tracked

This Weeks Read

• What Video Marketers Should Know in 2021, According to Wyzowl Research – By – Adam Hayes @wyzowl – for the HubSpot Blog
  • There is some really interesting research here. One key takeaway from the 7th Wyzowl State of Video Marketing report:
    •  87% of video marketers reported that video gives them a positive ROI — a world away from the lowly 33% who felt that way in 2015. This could well be attributed to a greater understanding of how to use video, as well as how to track and quantify its impact. 

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • 5 Reasons You Need to Switch to Zoho CRM
  • 5 Automations You Need in Your CRM
• New Zenatta YouTube Videos
  • Zoho CRM 2021 Webinar – Overview & Best Practices
• New Resource Guides
  • Become a Smarter Sales Rep With Zoho CRM

Application / Plug-In of the Week

• SessionBox – Multi login to any website
  • This may be my new favorite extension.  I have multiple logins for many of the same services, and this allows you to be logged into all of them at the same time, in the same browser.
    • Using websites with multiple accounts at the same time.
    • Use one browser with multiple active sessions per site. Log in to multiple accounts on the same site simultaneously. 
    • No more need for secondary browsers, private sessions, let SessionBox handle these for you.
    • Your sessions are securely synchronized between your devices by using your SessionBox account. 
    • Protect your privacy. Tabs managed by SessionBox do not use shared storage, variables are handled by the extension. 

Tips and Tricks

• Zoho Campaigns Beginner’s Guide How To Set Up A Workflow
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    In this 12-minute video tutorial, learn the basic fundamentals and how to create a workflow inside Zoho