Zoho News
- Zoho Bookings Updates
- A lot of updates to this application
- CRM integration and Better Calendar Sync at two of the key updates
- Updated reCaptcha in Zoho CRM
- reCaptcha has now been updated in the webforms that can be generated in Zoho CRM
- 5 Writer Updates
- Insert Spreadsheets and Sort Tables
- Easy access to Zia
- Improved Symbol Inserts and Line Numbers
- New Templates for Zoho Sites
- Over 35 new design templates
- Designs that suit specific industries
- Responsive Designs
- Zoho Meeting Updates
- Device Recognition
- Mute Phone Participants
- An quite a few bug fixes and performance enhancements
Notable Mobile Updates
- Zoho Desk for Android
- Agents can send outbound emails to new or existing contacts at the time of ticket creation.
- You can also convert the emails into tickets and track their progress.
- Zoho Desk Task Management Improvements (Android and iOS)
- Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets.
Implementation of the Week
- Google Ads ROI Reporting through Zoho Analytics
- First, integration was set up between Google Ads and Zoho CRM
- Webforms pass metadata which can attribute incoming Leads and their converted Deals to Google Ads Campaigns, Ads, and Keywords
- Data pulled from Google Ads and Zoho CRM directly into Zoho Analytics
- Google Ads data provides daily spending metrics for each Keyword, Ad, Ad Group, and Campaign
- Compare closed-won Deals to Google Ads spending based on the created date of Lead (revenue attribution) and closing date of the Deal (cash flow)
- First, integration was set up between Google Ads and Zoho CRM
Things We Noticed and The Bug Report
- Minor issues with Zoho Desk spam filter
This Weeks Reads
- What Is Marketing Attribution & How Do You Report on It? – by Rachel Leist @rachelleist
- In Zoho CRM You Can Find the Marketing Attribution Settings in “Settings > Automation”
- Zenatta Blogs
- Zoho Books Overview – Part 1 and Part 2
- Everything you wanted to know about Zoho Books but are afraid to ask.
Application / Plug-In of the Week
- Twilio extension for Zoho Desk
- Receive and make calls from within your browser with caller ID information.
- Set up a phone tree menu (or IVR) to segment and route calls to the most appropriate agent.
- Setup phone tree menu (or IVR) to segment and route calls to the most appropriate agent.
- Track and audit all voice processes by recording conversations.
- Marketplace Link
Tips and Tricks
- Zoho Desk Cheat Sheet For The Year-End
- 10 best practices in Zoho Desk to close this year and begin a new one.