The CRM Zen Show Episode 140 – The Price Is Right

Zoho Pricing Change Announcement

As you may have heard, Zoho announced some pricing changes today. If you’re already a client, you will not be affected until January 17, 2022, at which time you will receive a 15% increase to your current rates.  Here are the details:

1. For NEW signups, the pricing will apply on April 5, 2021.

2. For anyone who has signed up for a Zoho product before April 5, 2021, the old price will remain in effect until January 17, 2022.
3. If you are on a trial of Zoho before April 5, 2021, and you complete your purchase by April 30, 2021, then the old pricing will remain in effect until January 17, 2022.
4. For ALL existing clients who meet the requirements of 2 or 3, on January 17, 2022, they will receive a flat 15% increase to their current rates.
   NOTE: This pricing will be LOWER than the new rates that go into effect on
   1. April 5, 2021. Example:  
      1. The current Zoho One All Employee Pricing paid monthly is $35 per user / per month.
         -The new price on April 5, 2021, will be $45 per user / per month. 
         -IF you are a customer that meets conditions 2 or 3, then your new rate on January 17, 2022, will be $40.25 per user /per month.  ($35 * 15% Increase)
5.  If you are on a Monthly Plan under conditions 2 or 3, you may upgrade this plan to an annual plan any time before January 17, 2022, and lock in the old rate for an additional year.  Example:
   1. If you had 10 employees on all employee pricing, you would be paying $350 per month or $4200 over the course of a year.
   2. If you changed your plan to Annual on January 15, 2021, you will get the old annual rate of $360 a year per employee.  So you will pay $3,600 for your 10 employees for 2021 and not see a rate increase until January 15, 2023.
   3. On January 15, 2023, your new annual rate for the 10 employees will reflect the 15% increase and go up to $4,140.

Zoho News

• Zoho Books Adds Audit Trail
  • You can now more accurately track who, what, when, and where while recording transactions.  It will also keep all previous records of the transaction if the existing transaction is updated.
• Zoho Recruit Partners With HackerRank
  • This latest integration added to the marketplace allows recruiters and hiring managers to send candidates CodeScreen assessments that are reviewable directly inside Zoho Recruit.
  • They also added an Analytics Module to Zoho Recruit.
• Zoho Vault Revamps Chrome & Firefox Extensions
  • This latest enhancement update improves UI, password autofill, and overall performance.
  • Here is a quick customer survey report by Zoho Vault covering working remotely and cyber threats.
• Zoho CRM Adds Custom Subform For Inventory Modules
  • You can now create a custom subform across the Inventory Modules with the limit of one subform per module.  A total of 200 rows in both subforms can be added.
• LinkMatch for Zoho CRM Now Has A Pro Plan
  • This latest addition allows you to autosave your LinkedIn messages as Notes into your Zoho CRM.
• Zoho Show iOS App Redesigned
  • This latest update includes a new UI, review tab, and recent views. 
• Zia’s NLP-Based Hawking Date/Time Parser Is Now Open Source
  • For developers this now allows them to use the Hawking Parser to decipher time stamps and interpret dates without having to reinvent the wheel every time.
• Zoho Desk Prepares To Update Ticket ID
  • This upcoming update will change Ticket ID from numerical to alphanumerical values.  You will also be able to change a Prefix/Suffix to your Ticket ID.
• Zoho Campaigns Update Reversed
  • Tune in to this week’s show to learn more, but in short, these changes discussed last week will be completely reversed.
• 25 Years Of Zoho Gets Its Own Site
  • Zoho For those of you that missed it, Zoho’s 25 Year’s of culture is worth taking a look at.

As Previously Discussed…

• Zoho Voice
  • Great, but not quite ready for primetime 
    • Lacks integration with other Zoho Apps
    • No Zoho telephony support, but coming soon
• Sure Payroll for Zoho Books
  • A real winner
  • Excellent Zoho Books integration
  • Fantastic payroll application
  • Excellent customer support
  • Signup today and get a month free with this special promo.

Implementation of the Week

• Automated Delivery of Confidential Information via CRM following NDA signature in Zoho Sign
  • Custom function created to send Zoho Sign NDA’s out for specific Deal records within CRM
  • On signature of NDA, Zoho Sign webhook returns confirmation of signature to CRM Deal
  • Once a signature is confirmed, a deluge function is triggered to select a specific attachment to that Deal (matching on a naming convention), and send it via a CRM email template (using CRM API V2.1 actions)

This Weeks Read

• Planting Seeds of Sustainable Capitalism Into Your Business by  Raju Vegesna 
  • A 6-minute read, for some change I think we could all agree on.
• Virtual event highs and lows – with hybrid events on deck, enterprise events remain a baffling failure of imagination by Jon Reed
  • An 11-minute read, something to consider for this new norm.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Calendar Management – Organize Your Life
  • Why You Need HR Management Software
• New Resource Guides
  • Everything Recruiters Need To Know About GDPR

Application / Plug-In of the Week

• PhoneBurner
  • Key Features:
    • Dial from local area codes
    • Get dedicated inbound numbers
    • Transfer calls to any number
    • Use any phone or our softphone
  • Other Useful Links
    • Zoho CRM Integration Overview
    • Zoho Marketplace Application
      • Power Dial-up to 80 contacts per hour
      • Unlimited calling in US & CA
      • 1-CLICK Voicemail and Email
        • Drop voicemails and instantly send emails based on the call outcome
    • Zoho Guest Blog From PhoneBurner

Tips and Tricks

• Zoho CRM Workflows – Beginner and Advanced Workflows Your Business Needs Webinar
  • By popular demand, we did an impromptu webinar.