The CRM Zen Show Episode 215 – My Area Of Deskpertise
Zoho News Zoho CRM August Community Digest Tons of great stuff every month in these CRM Digests. Zoho Backstage August Updates A quick roundup of everything that happened last month in the world of Backstage. Zoho Desk Adds “My Area” Ticket Filter A very nice new addition to the ticket filtering systems in Desk, and […]
CRM Zen Show Episode 214 – What Color Is Your PDFachute
Zoho News Zoho Analytics Q3 Newsletter Download the pdf to learn all about the upcoming updates, including HIPAA compliance, Zia dashboard, and more in this first Analytics newsletter. Zoho Analytics New Updates As they continue to roll out API call usage, dashboards are now inside Analytics as well. Query table view builder got a very […]
CRM Zen Show Episode 213 – All Aboard! The CSS SalesIQ
Zoho News Custom CSS for SalesIQ This is awesome, essentially giving you full control of the entire look and feel of your widgets for SalesIQ. New Zoho Desk Marketplace Extensions For all of you Zoho Desk users, these are always worth checking out. Zoho No Lay-Off Policy You might not get a bonus, but if […]
The CRM Zen Show Episode 212 – Turn And Face The Campaign Ch-Ch-Changes
Zoho News Celebrating 10 Years of Campaigns Congrats Campaigns! New AI Product Recommendation For Campaigns This is a pretty cool update that will pull in customer and order data to make recommendations. Campaigns Adds Its Own SMS Gateway Not entirely sure if this is a new connection or just a white label version of something […]
The CRM Zen Show Episode 211 – Close Me If You Must
Zoho News Zoho CRM Adds User Field Subform Support Nice addition, anything you can do in a Record you should be able to do in a Subform. Zoho Inventory August Updates We’ve covered all of these over the past month, but in case you missed any of them, here you go. Zoho Sign Now Integrates […]
The CRM Zen Show Episode 210 – Old McZoho Had A Farm: EUeID
Zoho News Zoho CRM Improved Email Parser Early Access We are excited about this one, and you actually don’t need to fill out the form to request early access; there is a button inside settings to enable it. Zoho CRM July Community Digest We did cover these last month, but definitely a nice roll-up of […]
The CRM Zen Show Episode 209 – Not just Bigin, but Massin
Zoho News Motivator Adds Notifications Nothing major, but still a cool new feature allowing users to get alerts. Zoho Analytics July 2022 Updates A handful of new connectors, as well as some nice QOL improvements. Bigin Mass Email Updates Nice to this key feature that exists in the CRM now available in Bigin. IFTTT For […]
CRM Zen Show Episode 208 – The Illusion of Qntrl
Zoho News Zoho CRM Plus Unifies Telephony This has been around for a little while now in Zoho One, but for all of you CRM Plus users, you now also have this feature. Qntrl Q2 Product Updates Nice batch of updates from the Qntrl team, we have yet to find a need for it, but […]
The CRM Zen Show Episode 207 – Zoho Voice Becomes Textually Active
Zoho News Zoho Creator 2022 Roadmap We missed this last week, but some big updates for 2022/2023 coming to Creator, including Canvas Builder! Zoho Writer Introduces Workflows The Writer team never sleeps! Yet another great new addition. Zoho Sign Mid 2022 Updates We’ve covered most of these on the show, but here is a quick […]
The CRM Zen Show Episode 206 – Me Gusta QESo
Zoho News Zoho CRM Adds Condition-Based Data Sharing Rules This is a huge value add, so many cases in which someone couldn’t see what they were supposed to see or vice versa. Deal Lookup Field Is Now Available In The Invoice Module Another need to have and more of a follow-up update on the previous […]
