Zoho News
- Zoho Analytics Updates
- According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works, I’m going to have Zia communicate with my kids from now.
- Zoho CRM Portal Enhancements
- Portal users can now edit records created by other users. A major update that has been long overdue.
- Zoho Social Updates
- Four new dashboard enhancements that went live in July.
- Zoho is Building a Hospital
- The 250-bed community hospital will be located in Kattankulathur, on the outskirts of Chennai, Zoho’s HQ in India.
- PSA: Zoho Recruit’s URL Path System Has Changed
- If you have posted links you will need to update them
- A New Edition of the Zoho Desk Community Digest is here
- A nice rundown of all that is new in Zoho Desk
Notable Mobile Updates
- Zoho Workerly Kiosk for Android
- Zoho introduces the digital version of the Punch Clock.
- Zoho Show for Android adds “Connectors”
- Mindmap away!
Implementation of the Week
- Zoho CRM + Zoho Analytics – Quota Reporting
- Zoho CRM and Zoho Analytics have a robust pre-built connector
- Zoho Analytics can also accept spreadsheet files as a data source
- Spreadsheet created for all sales rep Quotas to import into Analytics
- SQL tables created to consolidate and join Sales and Quota tables into a master table for reporting
- Month over Month and Quarter over Quarter progress to Quota reporting created for individual reps, as well as sales leadership
Things We Noticed
- Checking Contacts that were converted from Leads for duplicates.
- Our senior Dev Josh stumbled on this a month ago. I just saw it this week when he showed it to a client. I recommend everyone do this. We have a quick video on how to do this on our YouTube Channel
This Week’s Reads
- 5 Ways Go-to-Market Strategies Will Change in the Post-Pandemic Economy – HubSpot – By Meghan Keaney Anderson, VP of Marketing at HubSpot
- An interesting take on where we are headed, and an optimistic outlook as well. Well worth the 8 minute read.
New On Zenatta.com
Zenatta Blogs
New Zenatta YouTube Videos
New Resource Guides
Application / Plug-In of the Week
- Asana for Zoho CRM
- If you love Asana for your task management, then this is the app for you. It lets you:
- Create Asana tasks directly from Zoho CRM for leads and contacts
- Create and manage templates to associate tasks related to any Zoho CRM module
- Automate task assignment to your team using webhooks and templates
- Reasonably priced at $5 a month or $50 year
- If you love Asana for your task management, then this is the app for you. It lets you:
Tips and Tricks
- WorkDrive Keyboard Shortcuts
- Who doesn’t love a good keyboard shortcut? Well, I do, and here are 17 you can use in WorkDrive.
