The CRM Zen Show Episode 135 – PageSense Palooza

Zoho News

• PageSense Palooza
  • A TON of new updates and features added to Zoho PageSense:
    • Introducing Pop-Ups and Banners
    • Collect Visitor Feedback with Polls
    • Re-Engage With Visitors Using Push Notification
    • Deliver Contextual Online Experience With PageSense’s Personalization
    • Collect, Report, and Analyze Your Website Data With Web Analytics
• Early Access Release To New Bigin Updates
  • Bigin adds 4 new updates that are now available for early access:
    • New pipeline view
    • Customizing module names & rearranging fields
    • Enhanced search
    • Zoho Books/Invoice integration
• Zoho Projects Adds Week & Day View Inside Calendar
  • You can now view either week or day of milestones, tasks, issues, meetings, and events inside Calendar.
• Zoho Desk January Updates
  • A handful of quality enhancements were added:
    • New help center preferences
    • Ability to hide or show static reports
    • Enabled ability to rename statuses while creating a blueprint
• Zoho Desk Releases Multi-Layout (Beta)
  • All modules now support multiple layouts inside Zoho Desk.  Beta is open to all Enterprise, Zoho CRM Plus, and Zoho One Customers.
    

Implementation of the Week

• Auto-generation of Zoho Workdrive shared folder on new Account creation using Workdrive plug-in for CRM
  • This plug-in installs a widget into Contacts, Accounts, and Deals that allows for easy management of record specific files
  • Normally, you would need to manually create these folders, but this plug-in now supports a workflow action to automatically create them within this related list
  • Once the folder is created, we can trigger further actions from Workdrive into the Account, as the two records are linked by creation via the plug-in

This Weeks Read

• A CRM Agency’s Secret Weapon: The Data Scientist – CRM Magazine – By Rekha Gibbons, Chief Operating Officer, Raare Solutions
  • This article highlights the things we preach at Zenata on a daily basis.  Keep your data clean, and get the most out of your data with a good BI tool. (Zoho Analytics)

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • An Unhealthy Matrimony, Spreadsheets…
  • How to setup the NEW Motivator for Zoho CRM
• New Resource Guides
  • A Guide to Millennial Recruiting
  • Zoho Bundles

Application / Plug-In of the Week

• Twilio SMS/MMS/Whatsapp Extension for Zoho CRM – From the team at Deluge on a Luge
  • We have discussed this application before, but it has risen above the pack in recent months.  It “just works” and it works very well.  Key features include:
    • Send SMS/MMS/Whatsapp messages from an iMessage style interface
    • Receive customer replies directly in your CRM and on your smartphone
    • Send templated messages to leads, contacts, deals, and any custom modules
    • Send automated messages via workflows

Tips and Tricks

• Zoho Campaigns Beginner’s Guide How To Set Up Signup Forms
  • In this 10-minute final tutorial of the Zoho Campaigns beginner series, we cover all of the steps involved in creating signup forms.