Zoho News
- Cliq 3.0 Launched
- This is a big update for Cliq. Tons of new features include meetings, recordings, whiteboarding, task management, note handling, event management, and more.
- Bigin Introduces Bigin Premier
- This newest top-tier edition of Bigin includes multi-currency, advanced workflow rules, and stage transition rules.
- Zoholics Cape Town Announces Expansion
- Zoholics in Johannesburg, South Africa, Zoho announced they plan on expanding their offices in Cape Town as they continue to grow their African branches.
- Zoho CRM Portal Adds Bulk Functionality
- There is a new “User Tab” for the Portal which includes bulk functionality and management of your client portal.
- Zoho CRM Sandbox Adds Common Deployment Logs
- This latest addition includes some UI enhancements in Sandbox settings along with the new common deploy logs.
- Zoho SalesIQ Answer Bot Visitor Response
- This has been rolled out for a few months now, but a great user guide on using the Answer Bot to assist customers with questions pulled from your resources.
- Zoho Workerly Adds Rate Rules
- You can now assign temps based on their hourly rate. This new filter allows you to sort and assign temps to groups and jobs based on their pay.
- Zoho Projects Adds Time Log Reminder
- In settings, you can now set time log reminders for your users to remind them to log their hours on a project.
- Zoho November Marketplace Updates
- And some other great additions to Zoho CRM as well.
- Join the Zoho Creator Developer Community
- Get the latest updates and news on Creator along with early access features as well.
Implementation of the Week
- Client Scripting for Live-Loading Deal Name Customization
- Client scripts are a relatively new functionality within the CRM
- They differ from Deluge functions in that they run on the client-side (browser) rather than the server-side
- This allows them to trigger on the fly without a save/refresh to display the result
- When creating a Deal record from a Contact/Account, client scripts can be used to create the naming structure for the Deal record as the record is being initially created, so that the user can see the result without a re-load
This Weeks Read
- What Matters Most To Today’s B2B Buyers by Hassan Mansoor
- “Contrary to some commonly held sales beliefs of the past, there’s a good deal of subjectivity and value-judgment mixed in with just about every prospect and their eventual decision to buy.
Understanding this will help you get a leg up on your competitors when you’re connecting with new customers.”
- “Contrary to some commonly held sales beliefs of the past, there’s a good deal of subjectivity and value-judgment mixed in with just about every prospect and their eventual decision to buy.
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- Don’t Be A Turkey, Switch To Zoho One
- If you are considering making the switch no better time than right before the new year. Here are five reasons why we are thankful for Zoho.
- Don’t Be A Turkey, Switch To Zoho One
Application / Plug-In of the Week
- IFTTT for Zoho Cliq
- Key Features:
- Connect Cliq with the readily available applets in IFTTT and pull notifications from others apps right inside Cliq
- You can configure where you’d like to receive notification updates – be it individual chats, channels, or bots
- Create new applets in IFTTT as per your needs and connect them with your Cliq account.
- Key Features:
Tips and Tricks
- Zoho WorkDrive Tips Part 2