The CRM Zen Show – Episode 108 – A Sign of the Times

• The Zoho Marketplace Passes 1000 Extensions
  • It keeps getting better and better.
• Zoho Meeting Improvements
  • Improved host controls and performance enhancements
• Zoho Backstage Automates Event Cancellation
  • A sign of the times.  But a very nice feature.
• API Metered Credit Usage Changes
  • To sum up the post, I think this formula explains it best: 
    • E = mc² ÷ CRM+Zoho1
• Zoho Workerly Update
  • For companies who calculate their temps’ pay in terms of a full day or half-day of work, Zoho Workerly now supports Day Rates.

Notable Mobile Updates

• Global search functionality is now made available in the Zoho Bug Tracker Android mobile app
• Global search functionality is now made available in Zoho Projects Android mobile app
  • The headlines say it all… Search Away.  

Implementation of the Week

• Custom Buttons in CRM Deal Record for Internal Notifications
  • On pressing a custom button in the Deal view page, a custom Deluge function is triggered.
  • This custom functions gathers information about the Deal, then posts this information to a webhook endpoint in Zoho Flow
  • Zoho Flow can use this information to format and send an email template out to a set email address
  • Example Use Case: Sending an email to the fulfillment team to request a quote for shipping based on information in a specific Deal record

Things We Noticed

• The CRM Font Has Changed Again
  • We like it.

This Week’s Reads

• The Ultimate Guide to Managing Remote Marketing Teams 
  • As usual, another great read from the HubSpot blog.  This is a 17 minute read by Pamela Bump, @PamelaBump
• From US to Tamil Nadu village: Lessons in life & entrepreneurship from tech billionaire Sridhar Vembu
  • An interview with Sridhar Vembu by Chandra R Srikanth, @chandrarsrikant, Senior Editor of TimesNowNews.com

New on Zenatta.com

Zenatta Blogs

• Building Live Dashboards with Zoho Creator

New Zenatta YouTube Videos

• Roles & Data Sharing 

New Resource Guides

• Relating Data to Lookup Fields
• Segmenting Customers

Application / Plug-In of the Week

• LinkedIn Email Finder – Adapt Prospector (Chrome Extension)
  • The Adapt Prospector (Website)
  • This extension lets you find contact information on any LinkedIn profile
  • $49 a month package get you:
    • 500 Contacts
    • 1 User
    • No Daily Limit
    • Email Addresses
    • Direct Dials
    • Prospector for Sales Navigator
    • List Management
    • CSV Export

Tips and Tricks

• Roles & Data Sharing 
  • A follow-up to last week’s video on Profiles.  We now go over the benefits of setting up your Roles and Data Sharing in Zoho CRM.