Article Read Time:

2 Min

Search

Subcribe :

Train Your Team:

Our Extensions:

Join For FREE:

The CRM Zen Show – Episode 41 – Orches-tra-ley, Orsheshly, Orchestly – May 13, 2019

Zoho News

  • Orchestly Officially Release – Soon to be part of Zoho One
    • For those who are familiar with the Blueprint module in Zoho CRM, Recruit, Desk, or Projects, Orchestly is a stand-alone version of this, with enhanced features and reporting capabilities.
  • Zoho Product Updates
    • Zoho Invoice Updates
      • A lot of updates this month.  My two favorites are:
        • Create transactions from the items list page
        • Edit items within a transaction
        • Multi-select Custom Fields
    • Analytics Dashboard Updates
      • Better looking dashboards.  You can now:
        • Drag and drop multiple components together to reorganize the dashboard
        • Allow Export for Reports in Dashboard  
        • Maximize Embedded Report in Dashboard
    • Zoho Social for Instagram Updates
      • Zoho has brought back some of our popular Instagram features that were temporarily rolled back due to API deprecation.
    • Zoho Subscriptions Updates
      • Some key new features include:
        • Automate frequent tasks with Custom Schedulers
        • Multi-select Custom Fields
        • Mobile App Updates
    • Zoho Inventory Updates
      • Quickbooks Integration is here!  Other updates include
        • Package Geometry
        • Multi-select Custom Field
        • Order Fulfillment by Item Report
        • Zoho Inventory iOS App Update
  • IP change in Zoho’s EU DC
    • If you are a Developer in the EU you probably already know this.
  • Introducing Twilio SMS Extension for Zoho CRM
    • This extension has been around a bit.  We haven’t tried it out but will take a look and report back soon.  If you use this extension, tell us what you think.
  • Zoho Upgrades its LMS – Zoho Spark
    • Current Free Courses Include:
      • Zoho Campaigns for Email Marketers
      • Zoho Projects for Beginners
      • Zoho SalesIQ for Implementers
      • Zoho SalesIQ for Administrators
      • Zoho Analytics For Associates
      • Domain Setup for Zoho Mail Administrators
  • Zoho assist adds windows download for quick access
  • Our Thoughts on Zoho Bookings

Non-Zoho News

This Weeks Read

  • The Beginner’s Guide to Cost Per Acquisition (CPA)
    • This is how I measure the effectiveness of a marketing campaign.  Very good read.
  • Last Weeks Zenatta Blog Posts
    • Using Zoho Survey To Collect Customer Feedback
    • Zoho Sign Simplifies Signature Workflows For Businesses
    • Creating Workflows in Zoho CRM

Plug-In of the Week

    • Auto-Complete and look up addresses that then auto-fill in your CRM.
    • $10 a Month
    • Google Developers Console
      • You need to set up an account here for this plugin to work.

Tips and Tricks