Zoho News
- Zoho ManageEngine Under Attack Again 12/3/21
- If you are using any sort of remote support with Zoho make sure you are updating your products to the latest versions.
- Zoho Books December 2021 Updates
- Redesigned MISC format and new NEC form in the 1099 report and more!
- Zoho Backstage Exhibitor Management Now Live
- You can now give sponsors and exhibitors their own section on your event site. Another huge update to continue to push the growth of hybrid events.
- Zoho CRM Field Accessibility & Reporting Hierarchy Enhancements
- With this latest batch of improvements, there is a new “Allow Record Accessibility” option inside fields that limit who can edit or modify a record. Furthermore, you can now sort Hierarchy with the new “reporting to” feature.
- Zoho CRM Adds Subform Association to Templates
- You can now associate subform data to email and inventory templates. Also, you can save these templates as drafts now.
- Zoho Recruit Adds Select All To Entire Custom View
- You can now select all items associated with a custom view.
- Zoho Inventory Gets A Face Lift
- Major overhaul this update to the UI for Zoho Inventory.
- Zoho Mail November Updates
- A recap of last month’s updates including a new integration for Zoho People.
- Zoho Sprint Android App Adds Quick Actions and Feeds
- A handful of quick action buttons were added to the details screen and you can now view feeds and notifications.
- Zoho Mail Adds ‘Save to Files’ and ‘Share’ for iOS App
- You can now quickly save or share attachments inside your Zoho Mail iOS app with these two new buttons.
- Zoho WorkDrive 2021 Highlights
- What a year it has been for Zoho WorkDrive, tons of enhancements, UI improvements, extensions, and more.
- Sridhar’s New Whip
- And in other Zoho news, Sridhar gets a new car.
- And in other Zoho news, Sridhar gets a new car.
Implementation of the Week
- ZCRM // ZSubscriptions – Subscription Link Builder
- We find that oftentimes, companies use the CRM Deals module to track sales of subscription products
- This works well for pipeline management, but by default there is no way to natively customize and prefill a specific subscription plan/add-on set offered to a customer
- Using CRM custom fields (one for the plan, and one for defining quantity of each add-on), we can build a custom button to create a custom link and add it to the Deal
- This link will assign the plan, add-on quantities, and Customer information from the CRM records
- This helps with preventing duplicate Customer accounts, as well as aiding in a seamless sales flow for Subscription onboarding
This Weeks Read
- How Hunter Got 100+ Mentions in 3 Months With Cold Outreach by Irina Maltseva
- A great read for marketers out there looking to expand their SERP ranking by improving their backlinks. Utilizing listicles and reaching out to those articles is a great way to tackle this obstacle.
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- Zoho Backstage’s Continuous Journey To Being Best-In-Class
- Zoho Backstage over the past couple of years has not only adapted to the changing times but truly become a phenomenal event management platform.
- Zoho Backstage’s Continuous Journey To Being Best-In-Class
Application / Plug-In of the Week
- Paperflite for Zoho CRM
- Key Features:
- Create personalized experiences for your prospects with your existing sales and marketing content.
- Track real-time audience engagement with your content – when is it accessed, downloaded, viewed, or re-shared, so you are always on top of your deals.
- Drag and drop any form of content – PDFs, PPTs, DOCX, MP4, JPEGs, PNGs, and URLs – and make stunning creations while moving your prospects in the sales pipeline.
- Get granular analytics on your clients, conversations, and campaigns, that tell you the true ROI of your content.
- Key Features:
Tips and Tricks
- Zoho Recruit Tips Part 2