The CRM Zen Show – Episode 63 – Things That Make You Go… Huh

Zoho News

• Pipedrive for Zoho Desk
  • Pipedrive CRM Integration can now be added to Zoho Desk
• Introducing Zoho Show for Jira
  • To Quote Zoho: With Zoho Show for Jira, your team can effortlessly streamline your creation process to present engaging, up-to-date reports. Collaborate better together and present your best to your clients with Show for Jira.
• Updates for Orchestly
  • Parallel Transitions
  • Service Level Agreements
  • Date and Time Settings
• Updates for Zoho Sprints
  • Zoho Projects integration
  • Work in progress limits
  • Work item checklist
  • Custom Tags and More…
• Zoho Sign app for macOS Catalina
  • A nice port of the iOS Application to OSX using Apple’s new Mac Catalyst tool.
• CRM ZEN PSA’s 
  • API V1 will stop working on 12/31/19.  Migrate Now.
    • Hopefully, you have done this a long time ago.
  • Zoho Desk Social Portals. The old module will no longer exist on November 1, 2019.  Migrate Now.
    • Again.  This has been a long time coming. 
• Zoho Finance Suite October Updates
  • Invoice
    • Autoscan Receipts
    • A New “Connections” Feature for Data Access
    • Permissions Based Dashboard Access
  • Books
    • Everything in the Invoice Update, plus:
      • Journal Rules
      • Customize Journal Template PDFs
      • And a bit more.  Click the link for the full story.
• Route Planning In Zoho CRM
  • This seems to be only mentioned in this Life Sciences Demo of Zoho CRM. But we will try to find out where this is located.

Notable Mobile App News

• • Notebook issues on iOS 13
    •  This is due to Apple having deprecated their UIWebView framework, which Zoho still uses for certain editor functions.  It will be fixed shortly.

Implementation of the Week

• Cash Flow Reporting via Zoho Projects – Analytics Integration
  • Each Task receives a Billable Amount field
  • Billable Amount aggregated by Task Status in Analytics
  • Reported on per Project: How much revenue do we have sitting in each Task stage for one Project, and across all Projects?
  • Reports also generated based on due dates of Tasks and Billable Amounts

Things We Noticed and The Bug Report

• Bug Update – Marketing Hub unsubscribe issue has been fixed!
  • I user will now be unsubscribed from a Journey as soon as they unsubscribe and not at the end of the Journey.
• Task Management in Connect 
  • Integration with Zoho CRM
  • Integration with Zoho Projects
  • Standalone Tasking in Connect

This Weeks Reads

• 9 Ways to Design a Perfect Email Campaign – Zoho Blog 
• How to Make a Video: a Step-by-Step Guide – HubSpot – By Kristen Craft
• Zenatta Blogs

• • Why You Need A CRM

Application / Plug-In of the Week

• Zoho Client Portal for WordPress
  • A great new plugin that allows bi-directional access to Zoho CRM, Books, and more.  Contact us for details on implementation.

Tips and Tricks

• Digitize hard copies to a spreadsheet using Zoho Sheet for iOS and Android
  • 4 Easy Steps and It works great
    1. Take a picture with your phone.
    2. Crop the Image to just highlight the data.
    3. Set Ranges.
    4. Import.