Zoho News
- Zoho CRM Winter 2021 Update Round-up
- In case you missed it, in the last few month’s there have been a TON of great updates, new features, and enhancements to Zoho CRM.
- Zoho Desk Guided Conversations EARLY ACCESS!
- Zoho Desk is giving out early access to this slick new feature. Resolve customer questions faster now and alleviate pressure off of your team.
- Zoho Desk Adds Multilingual Feature
- Zoho Desk now supports 40 languages for customers to choose from and translates.
- Zoho Cliq Adds Carplay
- Work on the go with this latest Zoho Cliq integration with Carplay. Send messages and call with voice commands straight through your car’s Carplay system.
- 10 Most Installed Third Party Integrations for 2021
- We’ve tested most of these internally, this list is worth checking out.
- Upcoming Data Center Maintenance – US
- “Our annual infrastructure maintenance for our US Data Center is scheduled for 25th December 2021, between 06.30 PM and 09.30 PM PST, and on 02nd January 2022, between 06.30 PM and 09.30 PM PST.“
- Qntrl Adds Email Templates
- There are now folders for email templates to organize your emails.
- Qntrl Adds Lookup and Relation Field Support
- Qntrl iOS app (v2.0.4) adds the ability to choose Lookup and Relation Fields while adding a job or transition.
- Zoho WorkDrive TrueSync App Adds Search
- That is right! You can now search for files and folders inside the TrueSync App.
- Zoho Workplace November 2021 Updates
- Some great updates last month made the Workplace bundle even better!
- Zoho People Newsletter – December 2021
- In case you missed it last month get all the latest Zoho People news, upcoming changes, and tips with their newsletter.
Implementation of the Week
- ZCRM – Custom Accounts Related List Containing 3rd Party Data
- Related Lists in the CRM are normally constrained to records that are contained directly within the CRM itself
- In this case, our client was looking to display Quickbooks Online invoices within each CRM Account
- To solve this, first, we synced QBO data to Zoho Analytics
- Then, using a Related List Deluge Function, we can query Analytics data, format it into XML, and display is as a native related list
- This list can include custom redirect links out to 3rd party services
This Weeks Read
- What to do when your web content is stolen By Christian Coulson
- Surprisingly this goes under the radar for many of us, but content theft is more common than you think. This article gives a great breakdown of how to check and what to do if you find your content being stolen.
- I founded India’s largest software product company. Here’s my 3-point plan for building a lasting brand By Sridhar Vembu
- “So many businesses, especially as they go through rapid growth phases, look for bodies to fill seats to do the work, but a brand that lasts needs a strong long-term approach to team-building.”
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- The Power of Bots with Zoho SalesIQ 2.0
- The release of Zoho SalesIQ 2.0 this year really focused on the improvement of the bots. Learn all about how the Answer Bot and Zobot can boost engagement on your site and generate new leads.
- The Power of Bots with Zoho SalesIQ 2.0
Application / Plug-In of the Week
- Copyscape
- From our read this week, Copyscape can do the following:
- Batch Search checks for copies of your entire site with a single click.
- Integrated case tracking manages your responses to multiple cases of plagiarism.
- Track multiple cases of plagiarism of your online content for future reference and followup
- From our read this week, Copyscape can do the following:
Tips and Tricks
- Zoho SalesIQ Answer Bot Tutorial
- This week we cover the following topics in this 19-minute tutorial.
- What is an Answer Bot?
- Answer Bot Profile
- Answer Bot Resource Selection
- FAQ
- Articles
- Response Configuration
- Behaviour Configuration
- Small Talk Settings
- This week we cover the following topics in this 19-minute tutorial.