Zoho News
- Instant Messaging Channels Coming to Zoho Desk – Early Access!
- Tickets can now come through WhatsApp, Telegram, LINE, and WeChat for Zoho Desk.
- Zoho CRM to Campaigns Integration Update
- Essentially this summed up syncing is being changed to auto sync all of your leads, contacts, accounts, and deals depending on which you want to sync.
- Zoho Meeting Gets A New UI & Other Enhancements
- A big batch of improvements was just made to Zoho Meetings including a new UI, video feed enhancements, webinar attendee increase, and more.
- Zoho CRM Dashboard Enhancements
- The following have been added to the Zoho CRM Dashboard :
- KPIs: My Open Deals, My Leads, My Untouched Deals, My Today’s Calls.
- Custom views: My Deals Closing this Month
- Funnel: My Pipeline Deals by Stage
- The following have been added to the Zoho CRM Dashboard :
- Zoho CRM Field Encryption Feature
- You can now safeguard fields inside your CRM that data you may want encrypted.
- Zoho Sheet Publish Controls Get Revamped
- Publishing capabilities are now all in one place with a new revamped UI and features.
- Zoho SalesIQ Operator Chat Window Nurturing Leads
- Last month Zoho SalesIQ released the Operator Chat Window. Here is a follow-up to that release with how to utilize it for your business.
- Zobot Calendly Integration
- You can now have your Zobots direct the user to book directly onto your Calendly.
- Bigin Adds Color Coded Tag Support For Android App
- In the latest update for Bigin for Android, the color-coded tag feature is now supported.
- Zoho Sign Wins The 2021 Software Reviews Electronic Signature Emotional Footprint
- Congratulations to Zoho Sign for winning the 2021 Software Reviews Electronic Signature Emotional Footprint.
- Zoho Officially Launches Trainer Central
- It has been in beta for the last few months but is now officially live.
- Zoho Inventory November Community Digest
- Looking for holiday tips for Zoho Inventory? Check out his month’s newsletter as they cover tips and more.
- Zoho Backstage November Updates
- A handful of updates and new features were added this past month.
Implementation of the Week
- ZCRM Data Updates via ZAnalytics Synced Data
- Oftentimes, we get requests to regularly sync data from 3rd party systems to ZCRM
- If that application has a ZAnalytics Connector (or is hosted on support AWS/Azure services), then data can be regularly synced to Analytics with minimal deployment time
- ZAnalytics SQL functions are then used for format the data and run necessary joins to consolidate
- Scheduled functions deployed via CRM to create Analytics JSON Jobs, then query those Jobs to upsert CRM modules
This Weeks Read
- Boost team productivity using Eisenhower Matrix by Prason
- We use similar methods here internally at Zenatta. Having a system to prioritize your tasks will not only increase productivity but reduce stress levels within your organization.
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- Homebase Case Study
- An amazing client to work with that we were able to help tackle a handful of unique situations for them with a series of implementations using custom functions.
- 5 Questions To Ask Yourself About Your Website
- Many of these tips are often overlooked and can have a negative impact on your business in more than one way.
Application / Plug-In of the Week
- Calendly
- Connect to all your calendars so you’re never double-booked.
- Control your availability by setting your preferences.
- Set the right meeting for the right goal: one-on-one, group meetings, and round-robin for rotating availability.
- And now even turn on meeting Polls!
Tips and Tricks
- Zoho Recruit Overview and Settings Tutorial
- This segment is from our Zoho Recruit Full Product Tutorial and covers the following:
- Why do you need an ATS
- What is Zoho Recruit?
- A general overview of Zoho Recruit
- A complete rundown of the settings inside Zoho Recruit
- This segment is from our Zoho Recruit Full Product Tutorial and covers the following: