The CRM Zen Show Episode 187 – Try-Catch Me If You Can

Zoho News

• PSA – Zoho Sign Disables Callbacks For Active Webhooks
  • This shouldn’t affect too many of you, but if it does you will receive an alert of the disabled webhook
• Introducing Built-In Telephony in Zoho CRM 
  • Using Twilio, but not your Twilio… And what about Zoho Voice?
• Zoho Creator Q1 2022 Updates
  • Some really nice updates and new features added in this batch.
• Zoho Desk Adds Portuguese Support
  • Desk had Brazilian Portuguese prior to this addition.
• Zoho CRM Android Mobile Apps Revamps Module Views
  • A little more compact and better sorting options.
• Zoho People February Newsletter
  • If you’re into Zoho People, this is a great little newsletter.
    

Implementation of the Week

• CRM Price Books Reporting via Analytics
  • Price Books in the CRM are a great way to set custom pricing for items by volume
  • These Price Books directly pull into Quote generation in the CRM
  • Unfortunately, the CRM Reports do not well summarize this data, and Zoho Analytics does not properly pull over the Price Books // Product linking data
  • This means that, natively, you cannot get a good top down report of Prices per Customer, or all potential Prices for a given Product
  • Custom CRM Scheduled Function created to regularly sync Price List // Product data to a custom data-table in Analytics
  • This allows for easy viewing of all Price List // Products associated with a client, and all possible Prices of a given Product

This Week’s Read

• Zoho’s Surround Strategy By Denis Pombriant
  • This article is a few month’s old but a great take on Zoho’s approach to the market.

New On Zenatta

• Zenatta Blogs
  • Top 5 Job Boards That Integrate With Zoho Recruit
    • Are you hiring through Zoho Recruit?  If you aren’t, it is worth checking out the next time you are posting a job offer.

Application / Plug-In of the Week

• Google Routes for Zoho CRM
  • The Google Routes for CRM extension brings the Google Map API into Zoho CRM modules. 
  • This allows you to: 
    • Create location markers and build routes directly into the records of these default modules:
      •  Leads, Contacts, Accounts, Deals, Sales Orders, and Purchase Orders. 
      • This widget cannot be used in custom modules.

Tips and Tricks

• How to join the Zoho Party via user email invite
  • If you are adding a new user to Zoho One, this would be a great tutorial to have them watch to get started with the initial invite.