The CRM Zen Show Episode 178 – Year in Review & The Second Annual Zenmys

Zoho News

Here is a quick summary of Zoho’s 2021: 

And as crazy as 2021 was,  Zoho still managed to push out 9 new products and 1 new bundle.
Company growth has continued, with approximately 2000 new employees and over 60 million users.
So here is a month-by-month review of the major stories that we discussed on the CRM Zen Show in 2021. 

January

February

  • Zoho Social adds YouTube, Content Library, and UTM parameters
  • Zoho CRM allows the removal of system-defined fields
  • Motivator becomes part of Zoho CRM
  • Zoho Books adds SurePayroll integration allowing businesses to have a payroll option finally
  • Zoho Analytics rolls out revamped manage users interface and CRM subforms sync
  • Zoho PageSense introduces pop-ups & banners

March

  • Zoho Launches New ApplicationZoho Voice
  • Zoho Launches New BundleZoho Marketing Plus
  • Zoho Desk adds skill-based ticket assignment “Round Robin”
  • Zoho Vault revamps Chrome & Firefox extensions improving the UI and overall functionality of Vault
  • Zoho launches its 25 years of Zoho campaign, sharing the journey that has been Zoho thus far
  •  Zoho announces new prices for all applications and bundles

 April

May

June

July

August

September

October

November

December

2021 Wish List Scorecard

  • 4.25 Wishes Granted
  • 3 Wishes Getting Closer
  • 8 Wishes Denied
  • (Red=NO, Green = Almost, Blue = Yes)
  • Applications – Because we can’t recommend these to clients until they are fixed, please focus on Fixing the Following Applications
    • MarketingHub
    • Bookings
    • Meetings (Waiting Room,  Recording Engine, Better Calendering)
    • Showtime (Deprecated Applicaiton)
  • Other things we’d really like to see happen in 2021:
    • All the things we asked for in 2020:
      • Integrated Tasking Engine.
      • Full Launch of CRM Canvas View for Records
      • Launch LMS Platform
      • CRM Subforms 
        • Syncing into Analytics
        • Mail merge into CRM email templates
        • Workflow trigger on new subform line
      • Filtered lookup fields in the CRM
      • Unified time tracking across all applications
      • Books-Inventory – enable edits to inventory tracking settings after transactions recorded for the item
    • And a few new things:
      • Standardized Interface in Zoho One for ALL applications
        • Settings
        • App Launchers
        • Anything that can be standardized, should be.
      • Unified Zoho One Dashboard

2022 Wishlist

  • Applications – Because we can’t recommend these to clients until they are fixed, please focus on Fixing the Following Applications
    • Bookings – Fix Calendar Sync (Real Time), and Invite issues.
    • Meetings (Recording Engine, Better Calendering)
    • Zoho Payroll – Please just acquire a real payroll company
  • Other things we’d really like to see happen in 2021:
    • All the things we asked for in 2021:
      • Integrated Tasking Engine.
      • CRM Subforms 
        • Workflow trigger on new subform line
      • Filtered lookup fields in the CRM
      • Unified time tracking across all applications
      • Books-Inventory – enable edits to inventory tracking settings after transactions recorded for the item
    • And a few new things:
      • Zoho Voice
        • Lower Zoho Voice Pricing
        • Zoho Voice Power Dialer
      • Increase API per minute limits in Core Apps, and daily limits in Finance Suite.
      • Release a polished version of Marketing Automation and combine Campains and Marketing Automation into a single product.
      • Increase file size limits in Deluge. (5mb is not nearly enough)
      • Increase row limit runtime max in Deluge.
      • Add a SELF SERVICE buy it now for APIs
      • Build more datacenters
      • Please Integrate Zoho Notebook with Zoho CRM

2021 Zenmy Winners

  • Favorite New application 
    • Zoho Learn
  • Favorite Telephony Solution
    • RingCentral
  • Favorite Marketplace Application
    • Smooth Messenger
  • Top 6 Viewer Choice Zoho Applications for 2021
    • CRM
    • Creator
    • Cliq
    • Analytics
    • WorkDrive
    • Books

Billy

Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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