The CRM Zen Show – Episode 110 – It’s Not Me. It’s You.

• Zoho Expense Now Integrates With Amazon Business
  • Zoho Expense now fetches the invoice details of your purchases through Amazon Business and creates expenses automatically.
• Zoho TeamInbox Has Launched and Is Part Of Zoho One
  • Shared inboxes for team collaboration, built on Zoho Mail.
• Zoho Sign-Zoho Finance Integration Gets a Major Enhancement
  • Users can now send estimates that can be accepted and signed by clients directly from the emails they receive.
• New in Zoho Books – September 2020
  • Monitor your organization’s financial health with business performance ratio reports
  • Provide item-level discounts for bills and purchase orders
  • Auto-apply credits and excess payments to recurring invoices
  • View contact remarks while creating sales and purchase orders

Implementation of the Week

• Zoho CRM – Zoho Desk integration to create Implementation Tickets upon winning CRM Deals
  • Throughout a Deal’s lifecycle, product information is loaded into a subform to track Products sold, along with a Delivery Date for the Product
  • Workflow triggered on marking a Deal closed-won to group Products, then write Product lists into Zoho Desk as an Implementation Ticket
  • Tickets are linked to the respective Desk version of the CRM Contact and Account on the CRM Deal
  • Ticket Priority automated to Low/Medium/High based on the difference between the current date and Delivery Date in Deal

Things We Noticed

• Zoho Flow has deprecated the Zoho Books connection.
  • You will need to change all Flows connected to Zoho Books to a newly made Books connection for it to continue working.
  • No announcement was given.

This Week’s Reads

• ARE YOU A CRM SUPERHERO?
  • An Infographic from the Zoho Community team.
    • Zoho reached out to a little over 1,000 CRM admins to understand their daily work life. The infographic shows insights on core tasks performed by successful CRM administrators.
• The Ultimate Timeline of Google Algorithm Updates (+ Recommendations)
  • By Allie Decker @alliecdecker, for HubSpot
  • 10-years of algorithm changes and how to adjust to them.

New On Zenatta.com

• Zenatta Blogs

• • • Estimating and Invoicing from Start to Finish in Zoho Books
      • A step by step Guide
        

• New Resource Guides

• • • 15 Ways to Grow Your Mailing List
    • PHP SDK

• Tips and Tricks

• Setting up an Approval Process in Zoho CRM
  • In this video, we will show you how to set up a basic approval process for a Deal, and go over all of the available options.

Application / Plug-In of the Week

• SpeedTest.net
  • This will allow you to answer the age-old question.  Is it you or me? 
    • (Of course, it can’t be you. You’re perfect, never change.)
  • Go to the website, or Install the chrome extension to take a Speedtest directly from your Google Chrome toolbar to quickly test your internet performance without interruption. 
    • Features:
    • Get your ping, download, and upload speeds within seconds
    • Measure how fast websites load