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The CRM Zen Show – Episode 45 – Zia Does What?

Zoho News

  • Writer Gets Better Image Handling
    • Some nice image editing tools
  • Zoho Assist now has voice and video chat
    • We talked about this a few weeks ago, and it is now live.
  • Zoho Desk Now Integrates with Intercom!
    • And interesting Integration to say the least.
  • Zoho Books Updates
    • A lot of updates this month.  Highlights include:
      • Position Billing & Shipping Addresses in Invoices
      • Send SMS for Payment Reminders to Your Customers
      • Internal Approval for Timesheets
      • Reporting Tags Filter Moved to Advanced Filters
      • Associate Reporting Tags at Line-Item Level in Expenses
  • Zoho Subscriptions Updates
    • Analytics Integration
    • Associate Reporting Tags to drill-down on reports
    • And a handful of minor updates
  • Zoho Sign exclusive iPad app
    • In-person Signing
    • Sign documents without leaving other applications
    • Multitasking via Split View
    • Scan and upload
    • Spotlight Search and Face/Touch ID enhancements

Things We Noticed

  • OnSpot Forms in Marketing Hub
  • Zia Voice in Zoho CRM> Settings > Developer Space > Zia Voice
  • Zia Search

This Weeks Reads

  • How to Do Keyword Research for SEO: A Beginner’s Guide
  • Zenatta Blogs
    • Zoho’s Zia – An Overview
    • Supercharging Support with Zoho Desk

Plug-In of the Week

  • Click&Clean
    • Quick Start Guide
    • A Chrome Extension to Quickly clear your browser cache, history, and more

Tips and Tricks

  • Publish Fillable Writer Documents

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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