The CRM Zen Show – Episode 101 – The 95 Yard Line

Zoho News

• Want to Learn How to Use Orchestly?  Check out these new Tutorials
  • These are a step-by-step guide to the concepts of Orchestly and how to automate simple processes.
•  Zoho Forms adds Enhanced Date Fields
  • The new features include:
    • Week Starts On
    • Allowed Days
    • Allowed Dates
• Zoho People – June Update Roundup
  • A few of the updates include:
    • Generate employee health status records
    • Improves document compliance
• Zoho Cliq – June 2020 Updates
  • Drag and Drop comes to Cliq
• New Marketplace Extensions
  • A bunch of new extensions for Desk and CRM

Notable Mobile Updates

• CRM App for IOS and Android
  • Events’ module will now be renamed as ‘Meetings’ in the CRM mobile app
    • This is simultaneously happening in the CRM.
  • Multiple Organizations and Deep Linking
    • Deep linking will also allow for:  Edit form, Check-in, and Send an email.
• ‘Sign in with Apple’ is now supported in Bigin App
  • I’m seeing this start to pop up more and more.  Along with “Sign In with Google” and “Facebook”.
• Zoho Projects iOS Mobile App
  • New Custom Views for Tasks and Bugs
• Zoho Desk Android add the Timeline Feature
  • A quick way to view ticket history.

Implementation of the Week

• Expansion of Zoho Desk – Zoho Projects integration
  • Zoho plugin for Zoho Desk allows users to add Tickets as Issues/Bugs into Projects
  • However, this integration is a bit limited. There is no syncing of status or due date moving forward. The only information that can pass back from Projects Issues/Bugs to Desk Tickets is stamps into Ticket comments
  • Our automation uses this integration to reflect updates to Issue/Bug Due Dates in Projects back to Desk Tickets, by parsing the comment and writing the stamped Due Date to the proper field in the Ticket
  • Additionally, we layered in Zoho Flow to sync the Status of the Issue/Bug and Ticket, so that if it is closed in either app, it is automatically closed in the other.

This Weeks Reads

• Ways We Can Step Up to Help Small Businesses – Zoho Blog – By Rithika Mahbuban
  • A look at how Covid-19 has affected businesses worldwide.  And some ideas on how to help.

Zenatta Blogs

• • 5 Responses to Objections

New Zenatta YouTube Videos

• How to Convert a Lead Inside Zoho CRM
• How to Backup Your Zoho CRM

New Resource Guides

• Zoho CRM Blueprint Handbook
• Zoho Workerly Beginner’s Guide

Application / Plug-In of the Week

• Setmore Appointments
  • A very nice booking application that has:
    • Zoho CRM Integration
    • Text Reminders
    • Is Highly Customizable
    • Very affordable pricing options.

Tips and Tricks

• Three WorkDrive Features to Help You Save Time
  • A nice tip from the Zoho Team that shows you how to:
    • Convert files automatically to WorkDrive formats
    • Manage all shared links from a single place
    • Share WorkDrive files from your mail app