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The CRM Zen Show Episode 142 – Raju In The House

Zoho News

  • Zoho Launches Zoho Learn
    • Another new Zoho application is now live – Zoho Learn
      • Zoho Learn is a management and learning software that is designed to help your team retain knowledge, build training programs, and measure the results of training.
      • And it is included with Zoho One!
  • Orchestly Rebrands To Qntrl
  • Major Update to Zoho Desk Time Entry APIs
  • Zoho Desk Adds 15 New Extensions
    • Of these new extensions, some nice SMS integrations for Twilio and RingCentral added.
  • Zoho Cliq February & March Updates
  • Zoho Marketplace Introduces Quarterly Specials
  • OneAuth Reborn
    • Zoho takes your security very seriously, here is a deeper look at all of the measures taken with the new OneAuth to keep your data secure.
  • Sridhar Vembu honored as GameChanger of 2020
    • Zoho Founder & CEO Sridhar Vembu won the award in the category of Brands for his “pioneering work of the cloud business model based in a rural location and has further expanded offices in rural areas even in the pandemic”.

Notable Mobile Updates

Implementation of the Week

  • Consolidated User Management Dashboard via Zoho Analytics
    • User’s activities and time tracking are split between Zoho CRM, Desk and Projects
    • All three primary applications can sync into one Workspace within Zoho Analytics, to be reported on in tandem
    • SQL Queries built to organize action items (tasks/tickets), and work hours items (timesheets) into consolidated tables to be rolled up in pivot tables
    • Single filters for user, client account, and timeline can be used to view specific slices of data from master tables

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • LinkPort for Zoho CRM
    • Key Features:
      • Import unlimited LinkedIn contacts from both regular LinkedIn and Sales Navigator
      • Map contact details like name, email, phone number, and organization, or create your own custom fields to import LinkedIn contacts
      • Quit switching between LinkedIn and Zoho CRM to import contact details
      • Save two+ hours each day from copy-pasting LinkedIn contacts to Zoho CRM

Tips and Tricks

  • Zoho Books Beginner’s Guide – Setting Up Online Payments
    • This 5-minute tutorial is the second guide in the series covering how to set up online payments.