The CRM Zen Show Episode 184 – Shift Happens

Zoho News

• Zoho Social Adds Pinterest
  • Why not, depending on the type of products you sell, this might be a fit for you.
• Zoho Bookings Adds Service Level Preferences
  • And rumor has it that calendar sync is much better now.
• Zoho WorkDrive Adds Support For Raw Image Files
  • Dump your photos from your camera straight into WorkDrive now.
• Zoho Workerly Adds Individual Shift Billing
  • Shift happens… 
• Zoho Desk ASAP Mobile SDK Deprecations
  • One month left if you haven’t updated your acronym.
• Zoho TeamInbox Announces New Pricing Plans
  • Don’t worry if you are on Zoho One you are still covered.
• Zoho CRM January 2022 Community Digest
  • In case you missed anything from last month.
• Zoho Vault Q1 2022 Updates
  • TOTP is now supported along with some new keyboard shortcuts.
• Sridhar Vembu new Whip
  • And it comes with flowers.
    

Implementation of the Week

• CRM Custom Related List for Package Item Visibility
  • In the CRM, the default Finance integration allows users to view Package records in the CRM
  • However, the Packages cannot be opened in the CRM to see the specific Products within
  • Using a custom XML related list, we can pull in Package Items to the CRM Contact record, and group them by Sales Order number
  • This list can display the Shipment status, tracking number, and serial number for every Package item

This Weeks Read

• Best Goal Setting Worksheet to Help You Plan & Achieve by Flori Needle
  • A quick 5-minute read with a free worksheet included, helps you set, plan, and achieve your goals.  

New On Zenatta

• Zenatta Blogs
  • Our Top 10 Implementations of 2021
    • We went through all of our “Implementations of the Week” from last year and picked our top 10.  And shared with you a bit more insight on the importance of each one.

Application / Plug-In of the Week

• Blisk.io
  • With so many different ways to view a website, often times we skip paying attention to how they look on mobile devices.
  • Blisk fixes that by allowing users to preview what a site would look like on multiple different devices with a side-by-side view.
  • Blisk offers a variety of different operating systems: from mobile iOS and Android to Windows and macOS on desktop.

Tips and Tricks

• Should you be using the Leads Module in Zoho CRM?
  • In this week’s video tutorial we discuss the following:
    • Using Leads Overview
    • Recommended Lead Statuses
    • How Leads Work
    • Benefits of Zoho Forms For Lead Generation
    • What is Lead Conversion Mapping
    • Converting a Lead
    • Scenarios for using the Leads Module