CRM Zen Show Episode 150 – The Emoji Critics

Zoho News

• Zoho Books June Updates
  • Zia has been added to Zoho Books.
  • A few QOL additions to the iOS app as well.
• PayU for Zoho Books
  • New extension with lots of potential.
• Create Extensions For Zoho Projects
  • Using Zoho Sigma you can now add additional extensions to the right panel inside Zoho Projects.
  • Cliq, Meeting, and Harvest are already included.
• Partner Offers from April to June 2021
  • Great deals on these apps, if you need any of these get them before the month ends!
• Zoho Show Adds Twemoji and Feather Icons
  • This announcement is worth checking out.  See how these two apps can drastically improve your presentations.
• Zoho Sprints iOS Adds Epics
  • A nice addition for mobile users.
• Zoho People May Updates
  • Recapping last month, a TON of LMS improvements/additions.
• Zoho Inventory June Updates
  • Zia search, Shopify order edits, and update/delete AfterShip tracking details added this month.
• Even More SalesIQ Updates
  • PSA: Zoho SalesIQ Widget Code Needs To Be Updated
    • We recently discovered that the embed code needs to be updated for the new SalesIQ 2.0.  
    • There doesn’t seem to be an announcement of this anywhere.
  • Codeless Bots adds Response Blocks.
    • A nice addition and walkthrough.
  • Connect to Facebook Messenger
    • Reply directly to Facebook messages through the SalesIQ app.  We know this is going to make a few of you very happy!
  • B2B Company Module Added to SalesIQ
    • Fine tune your analytics even further with this new B2B module.
      

Implementation of the Week

• One-click Zoho Sign Document Generation via CRM Deluge function
  • Zoho Sign has an robust API which can be accessed via Deluge from any Zoho application
  • Using a custom button in a Contact/Deal record, Sign documents can be prepared and sent directly to customers
  • This method allows for data to be merged from more data-sources than the standard integration, as Deluge can pull from reference tables not directly related to the Contact/Deal

This Weeks Read

• The Top 3 Reasons Consumers Read Blogs & How to Attract Them in 2021 [New Data] – Written by Pamela Bump @PamelaBump
  • Fears that “blogging is dead” haven’t been eased by research. Recently, when we polled over 300 people to ask them how often they read blogs, roughly 40% said “never.” 

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Zoho Desk – Building Your Knowledge Base
  • Top 5 Features of Zoho Survey
• New Resource Guides
  • Getting Started With Email Deliverability

Application / Plug-In of the Week

• GoCardless for Zoho CRM
  • Key Features:
    • No need to chase customers for payments
    • Get payments credited directly to your bank account
    • Customers can set up a direct debit mandate, so all their future payments will be automatically processed on the due date
    • Collect payment for any invoice on time, every time

Tips and Tricks

• Zoho WorkDrive Beginner’s Guide – Labels, Favorites, & Following Documents
  • In this fifth and final Zoho WorkDrive tutorial, learn how to:
    • Setup and apply labels along with examples of their uses
    • Setup favorites