- Zoho Backstage Adds Virtual Events with OnAir
- Webinar integration into Backstage with polls, analytics and more
- Zoho Has Launched an Events Blog
- Recently launched – The Green Room – looks to be a nice resource for event-related tips and discussions.
- Zoho Launches Another New Product – Zoho BackToWork
- This is a Zoho Creator application that will help companies ensure compliance and safety when their employees return to the office.
- Free until 12/31/2020, and then $2 per user/per month.
- And Another New Product this Week: Zoho ToolKit
- A free tool for analyzing any companies email set up. It looks to be very helpful.
- You can access it by clicking here.
- Zoho Notebook Updates
- A bunch of nice new features, but you still can’t link a note to a CRM record.
- Zoho CRM adds New Workflows for Facebook and Twitter
- An unexpected new feature that allows you to automate a comment, reaction, reply, or like when you receive a comment or post from the customers. Very nice!
- New additions to the Zoho Marketplace in July
- 38 New extensions added to the Marketplace in July
- August Financial Suite Updates
- Books
- New Reports and Payment Links
- Invoice
- Same updates as Books
- Subscriptions
- New Hosted Payment Page options
- Bulk Update Improvements
- Inventory
- 14 updates in all have rolled out this week. Including instant invoice for Shopify Orders
- Books
Implementation of the Week
- Zoho CRM – Role Specific Email Mapping to Account Record
- Generally, email addresses are stored at the Contact level in the CRM, rather than in the Account
- Sometimes, you may want to trigger an email notification to a certain email address based on an action in the Account
- Ex: Once the Account is defined as a customer, send an email template to their Billing Department email address
- Automation put in place where based on the Contact Type definition of a Contact, that Contact email is written into the Account into a specific email field for that role
This Weeks Reads
- The Ultimate Guide to On-Page SEO in 2020 – HubSpot – By Allie Decker & @alliecdecker
- A 17 minute read that will take days and weeks to implement. Great stuff.
New On Zenatta.com
Zenatta Blogs
Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs
New Zenatta YouTube Videos
New Resource Guides
Application / Plug-In of the Week
- Zoho BackToWork
- A well thought out application for when employees will return to office buildings and factories. It covers the key areas of compliance, tracking, and administration, such as:
- Compliance guidelines and employee safety
- Self-assessment and contact tracing within the organization
- Methods for safe entry to the office for employees and visitors
- Communication channels for both internal and external stakeholders
- Managing asset and maintenance requests from employees
- Handling facilities and capacity-related resources for ever-changing and evolving guidelines.
- A well thought out application for when employees will return to office buildings and factories. It covers the key areas of compliance, tracking, and administration, such as:
Tips and Tricks
- 9 Basic CRM Training Videos From Zoho
- A collection of videos from Zoho that we think you will find useful if you are just starting out with CRM.
