The CRM Zen Show Episode 143 – We Feel A Bundle Coming

Zoho News

• Zoho People April Newsletter
  • Geo-restrictions and self-appraisals were this month’s latest additions.
• Zoho Desk Introduces Blueprint 2.0
  • Five major improvements in this latest update.
• SalesIQ 2.0
  • Scheduled to launch April 28, 2021 – Full update notes coming next week, but for now, here is the list of the beta notes.
• Zoho Meeting Webinar Updates
  • Some very nice UI and QOL improvements, but still no HD recording =(
• Zoho Backstage Mobile App Improvements
  • More improvements to the organizer’s version including a new UI.
    

Implementation of the Week

• Recruit – CRM Integration for Tracking Placed Candidates in CRM
  • Zoho CRM’s pre-built integration to Recruit leveraged to generate Job Openings upon specific Deal Stage entry
  • Custom Module built nested under Deal record to store Hired Candidates
  • Upon a Candidate entering the “Hired” status, deluge functions runs to create “Hired Candidate” record underneath CRM Deal
  • This module contains core information, as well as a link back to Recruit
  • Custom functions built from Hired Candidate module to invoice accordingly on a daily basis

This Weeks Read

• Go paperless this Earth Day! – By Sai Anand
  • This 5-min read by Zoho puts into perspective the environmental impact of paper usage in the workplace.  With modern technological solutions such as Zoho Sign, has your business thought about making the changes needed to cut out paper usage? 

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Eventbrite vs Zoho Backstage
  • 25 Years of Zoho Interview With Raju Vegesna
• New Zenatta YouTube Videos
  • Zoho People Overview & Best Practices
• New Resource Guides
  • Lead Generation Advanced Guide

Application / Plug-In of the Week

• bybrand.io
  • Key Features:
    • Easily manage your salespeople’s email signatures
    • Avoid the repetitive task of sending complex tutorials to your staff on how to edit their email signatures
    • Save time by standardizing email communication
    • Appear more professional and close more deals

Tips and Tricks

• Zoho Books Beginner’s Guide – Chart Of Accounts
  • This third 5-minute video tutorial in the series covers setting up your chart of accounts inside Zoho Books.