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The CRM Zen Show – Episode 71 – Formtastic!

Zoho News

  • Zoho Social Now Supports Facebook Groups
    • Here is the link to the help guide to get started
  • Zoho Campaigns Adds SMS and Adds a New Image Editor
    • Texting comes to Zoho Campaigns
    • Works with Twillio SMS and Clickatell
    • The new image editor now supports adding text to images
  • Analytics Updates
    • 3 minor, but nice, updates for Analytics
  • Backstage Update Roundup
    • You can now track affiliate performance right from Backstage
  • Zoho Creator Terms of Use Update Goes Into Effect on 2/1/2020
    • A reasonable update to Zoho Creators Usage terms.  More on this after the first of the year.

Notable Mobile Updates

  • Zoho Mail Admin App Adds Spam Control
    • Set policies from your Mobile Admin App

Implementation of the Week

  • Dynamic Proposals Using Zoho CRM and Formstack Documents (Formerly WebMerge)
    • An internal revamp of our proposal process using Zoho CRM, Zoho Writer, Zoho Sign, and Formstack Documents
    • Video Overview showing how it works
    • Also works from your mobile application
    • Email brett@zenatta.com for more information

Things We Noticed and The Bug Report

  • Zoho Sign – CRM Integration Field Mapping Issues
    • Fields are becoming unmapped when prepopulating Sign templates with CRM data

This Weeks Reads

  • When It Comes to Texting, Companies Need to Strike a BalanceDestination CRMPaul Korzeniowski
  • Zenatta Blogs
    • Integrating Your CRM With Multichannel Communications
    • 5 Ways To Increase User Compliance With Your CRM

Application / Plug-In of the Week

  • Unbabel for Zoho Desk
    • Marketplace Link
    • Unbabel Website
    • Pricing Unknown
  • Key Features:
    • Auto-translate conversations and add them as comments to tickets
    • Send ticket replies to customers in both their native language and the agent’s language

Tips and Tricks

  • Advanced filters in Zoho CRM
    • A nice overview of how to use Zoho CRM filters to optimize your data and searches