The CRM Zen Show – Episode 102 – Vernacular-Wise

Zoho News

• Zoho CRM Gets a New Logo and Menu Bar
  • The new Logo is different from the earlier version that I expected to be released.  I think it looks great. 
  • A lot of thought went into this logo
• Zoho Books Updates
  • A few nice additions, with my favorite being that you can now export the current view in XLS and XLSX format.
• Zoho Sign Gets Some Major Updates
  • 7 Product Updates and 6 New Integrations
• Zoho Expense Update Roll-up
  • Trip Management, Scan Improvements, Regional Updates, and some iOS enhancements.
• Zoho Backstage Updates
  • Roles and Privileges, and much more.
• Cliq’s Remote Work Adds Availability Reports
  • To Quote From The Post: Availability reports give a holistic view of the team’s preferred break hours, individual break schedule, so managers and admins can plan and schedule meetings, discussions accordingly.

Notable Mobile Updates

• ‘Sign in with Apple’ is now supported in Zoho Projects mobile app
  • I expect this to be rolled out to all the apps soon.

Implementation of the Week

• Proposal Request Pipeline in CRM using Kanban Extension
  • Custom field added to Deals for Proposal Request Status – options include Request Pending, Requested, Working, and Complete
  • Request Pending status uses a layout rule to require key fields and triggers approval to management to generate a custom proposal
  • Once Request is approved, the Proposal Request Status updates to Requested, which adds the Deal to the backlog for the Proposal creation team
  • Auto-notifications go out to the sales rep when work on their Proposal document begins, and when it is completed

This Week’s Reads

• From the HubSpot Blog: What to Do When Your Prospect Ghosts, By Claire Murdough @claire_murdough
  • This happens all the time.  Some nice ideas to re-engage after a missed meeting.
    

Zenatta Blogs

• Using Zoho Inventory to Manage Your Stock and Supplies

New Zenatta YouTube Videos

• Zoho CRM – How to Customize your Homepage

New Resource Guides

• Zoho Assist Data Sheet
• Zoho Campaigns Signup Forms

Application / Plug-In of the Week

• Keywords Everywhere
  • Keywords Everywhere is a browser add-on for either Chrome or Firefox.
  • It helps you optimize your Google Ads Spend by Providing:
    • Monthly search volume
    • Cost per click
    • Competition data of keywords

Tips and Tricks

• How to Convert a Lead In Zoho CRM
  • Part of our YouTube series: Zoho CRM Guides