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The CRM Zen Show Episode 390 – Can I Speak to Your AI Summary Manager?

Zoho News

  • Zoho Workplace: December 2025 Product Updates
    • Zoho Workplace wrapped up 2025 with smaller but useful updates, including custom functions in WorkDrive workflows and incremental improvements across Mail, Click, Connect, and Trident.
  • Zoho Voice: AI Call Intelligence
    • Zoho Voice now uses AI to transcribe recorded calls, surface intent and sentiment, and generate actionable insights, with support for reprocessing transcriptions when accuracy needs improvement.
  • Zoho Recruit: Block Candidate Management
    • Recruiters can now permanently block candidates from reapplying, helping prevent repeated spam, fraud, or abusive behavior while keeping an audit trail of why the block occurred.
  • Zoho Notebook: PDF Annotation Tools
    • Zoho Notebook adds native PDF annotation, allowing users to highlight, comment, blur, and mark up PDFs directly inside their notes without switching apps.
  • Zoho Mail: Delegated Mailbox Access on iOS
    • Delegated mailboxes are now accessible in the Zoho Mail iOS app, making it easier for assistants and managers to respond on behalf of others while on the go.
  • Zoho Trident: New Features for Windows (v.1.37.5.0)
    • Trident for Windows adds shared mailbox access, in-app quarantine management for admins, and new security alerts for unfamiliar or external email recipients, but this update was not covered on the show.

Code Share of the Week

  • Timezone Converter Using Timezone Abbreviations Using Deluge
    • This Deluge function converts date times across time zones using abbreviations by first normalizing everything to Unix epoch. It avoids common offset and daylight savings issues caused by server-based time zone handling. The script returns a clean map of equivalent times across supported zones in one call. It also makes it easy to expand support by adding additional regions or abbreviations.

This Week’s Blog

  • Hercules Sealing Products – Case Study
    • See how Hercules Sealing Products implemented Zoho CRM, Analytics, Flow, and Zoho Sign to support a 200+ person sales organization. The case study highlights improved lead routing, contract management, and sales visibility across teams.

Tips and Tricks

  • Choosing Between Zoho CRM and Bigin
    • This video breaks down when Bigin is the right starting point versus when a team should move to full Zoho CRM. It covers complexity, customization, automation, and long-term scalability.
  • NEW! Map View for Zoho CRM
    • Zoho CRM’s native Map View is now live in select data centers, allowing records to be visualized geographically. It shows strong potential to replace third-party tools once routing and broader regional availability roll out.

This Week’s Quizzes

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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