Zoho News
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March Updates
- We covered all these last month, but here are the roundups for Zoho CRM & Zoho Backstage.
- Lots of Marketplace additions last month including 25+ new ones for Zoho CRM in Q1.
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Zoho Launches Zoho Academy
- Some great business practice guides and exercises all free!
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Zoho Announces Another NEW App – Zoho DataPrep
- Still in beta, but based on the notes this will be a HUGE quality of life app for processing data.
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Zoho Sheet Adds Dynamic Array Formulas
- @ and # are now your friends.
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Zoho Show Adds Centralized Library
- Manage all your media for your presentations in one location now.
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Enhancements to Zoho Subscriptions
- Developer Space and Advanced Analytics inside Reports have been added.
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Zoho Books April Updates
- Most of this month’s updates are only for India & UK users, however, the global edition gets an advanced search for transactions by the tax.
- Most of this month’s updates are only for India & UK users, however, the global edition gets an advanced search for transactions by the tax.
Implementation of the Week
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Opportunity-level Outbound Touch Tracking via Zoho CRM Custom Functions
- A common KPI for sales managers is around how many outbound touches are required to move forward from one stage to another, or from opportunity creation to closed-won
- Though it is possible to tease out these values using Analytics SQL tables, that method requires ongoing management of SQL tables
- However, it can also be tracked in an easily reportable format using Deluge updates via functions
- First, a stateless function was created to increase the two fields of two fields by +1
- Outbound Touches – Current Stage
- Outbound Touches – Total
- This stateless function can be called via API in various workflow triggers
- Generation of Outbound Call
- Sending of Outbound Email
- Sending of Outbound SMS
- Stateless function provides a method to only maintain one primary “workhorse” function
- On Stage change of Opportunity, a historical log is stamped with the previous Stage, and Outbound touches in that Stage
- Then, the Outbound Touches – Current Stage is set back to 0 to track the new current stage
This Week’s Read
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How to budget for a CRM implementation By Shailendu Verma for Customer Think
- A nice article on how to budget for a CRM implementation, and what the ROI can, and will be if done properly. To quote from the article: “A CRM project needs ownership and complete accountability throughout the process for it to be successful.”
New From Zenatta
- Zenatta Blogs
- New Resource Guides
Application / Plug-In of the Week
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mailparser.io
- If you want something more robust than the native Zoho CRM Email Parser, then look no further than this application.
- It has native integration with Zoho CRM.
- This Zoho integration is a native mailparser.io integration. Next to having a Zoho CRM account and a mailparser.io account, no additional software is needed.
- Create an account with mailparser.io
- Thanks to our listener Brad for this recommendation.
Tips and Tricks
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Zoho Books Beginner’s Guide – Banking
- New month, new series! This quick 7-minute video tutorial covers how to set up your banking inside Zoho Books.
