The CRM Zen Show Episode 160 – Zia Takes A Sheet

Zoho News

• Zoho Launches Trainer Central
  • This product is similar to ShowTime but with more features for training purposes.
• Zoho Backstage Adds Hybrid Events
  • With this latest feature, you can better manage your events for both the live and online versions.
• Zoho Projects Adds Note Feature To Timer Pause
  • Running a timer on a project and something comes up? Now you can take notes in between those pauses.
• Zoho Show Now Integrates With Zoho Analytics
  • Bring your analytics straight into your presentation with this latest integration.
• Zoho People August Newsletter
  • All around great updates, tips, and reads for August.
• Zia Quality Suggestion Updates
  • Zia now makes suggestions on data inconsistencies, duplicate entries, multiple data types, and missing values. 
• Zoho Mail Old UI Deprecation
  • If you haven’t clicked switch to the new UI in the last year, enjoy your last 2 months of it.  The old UI will be deprecated on October 1st.
• Zoho CRM July 2021 Marketplace Extensions
  • A couple of notables we covered on the show are the new Google Drive and Zoho Contracts extensions for Zoho CRM.
• ZeptoMail July 2021 Recap
  • We covered each one of these last month, but in case you missed any here they all are.

Notable Mobile Updates

• Zoho Analytics Mobile App Now Offers On Premise Login
  • In the latest version (v3.5.0) for both Android and iOS you can now choose the on-premise option for signing in.
• Zoho Meeting iOS Adds Voice Over Accessibility
  • Check for v1.3.14 in the iOS store for this update.
• Bigin Adds In-App Purchases & Help For Android
  • Upgrade your plan directly inside the mobile app now in v1.3.2.
• Zoho Sprints Adds Log Hours For Other Users
  • You can now log other users’ hours in the latest android version 1.1.27.
• Save Job Drafts Now In Qntrl Android App
  • The latest version of Qntrl Android App (v2.0.2) allows you to save job drafts

Implementation of the Week

• Zoho Analytics Usage for Scheduled Reporting to Clients
  • Oftentimes, we find use-cases for scheduled outbound reporting to active clients
  • This use-case is especially valuable for service companies
  • Zoho Analytics can be used to create designed dashboards, including call-outs, charts and tabular views of data
  • Scheduled function in the CRM created to run exclusively for Accounts marked as active customers
  • Function uses the Account information to pre-filter the dashboard, download it as PDF, and send it out to stakeholders at that client account

This Week’s Reads

• The Ultimate List of Email Marketing Stats for 2021 by Katrina Kirsch
  • This 4 min read from HubSpot gives some great insight into current marketing numbers across the globe with email marketing being up.
• The Man Behind the Largest Software Product Company in India by Punita Sabharwal
  • “Our philosophy is transnational localism which is why we emphasize the company to be locally rooted wherever we operate at the same time globally connected. So, being rooted is the localism part and the connected part is transnational. That is why you call it transnational localism and that allows us to cross-pollinate ideas. For example, our South African employees, the Middle-East employees, share with us what they see in the market in our tools like Zoho Connect or Zoho Meetings and that is then acted upon on the products in India that leads to a lot of product acceleration.”- Sridhar Vembu, Founder & CEO of Zoho.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • Our Favorite WordPress Themes
    • Last week we covered our favorite WordPress plugins, this week we dive into the themes.
• New Zenatta YouTube Videos
  • Zoho CRM Plus 2021 Full Product Tutorial
    • Thank you to everyone that attended this month’s webinar, we did a full writeup as well in case you missed it.

Pick of the Week

• RoboKiller
  • Tired of spam calls? With this app they become a thing of the past.
  • Features include:
    • Answer bot, get revenge on the spammers
    • SMS spam filter
    • Personalized block list

Tips and Tricks

• Explaining Your Data Inside Zoho Analytics – 2021 Tutorial
  • In this 8-minute Zoho Analytics video tutorial Tyler covers:
    • Analyzing Raw Data
    • Data Model Diagram