CRM Zen Show Episode 189 – March Finance Madness

Zoho News

• Canvas For CRM Q1 2022 Updates
  • Glad to see they are making this more and more user-friendly and intuitive.
• Zoho Projects Adds New Features Around Users
  • Some minor QOL around importing users.
• Translation Support in Zoho CRM Extended
  • Translations has always been a hidden gem, now you can rename values.
• Zoho CRM Zia Notification Updates
  • Essentially letting you know about important Cliq or Slack messages.
• Zoho CRM Filter Enhancements
  • Close but no cigar.  Watch out for forums mob, they are out for blood.
• New Zoho Analytics Connectors and Updates
  • Some nice additions to advance finance tables.
• Zoho Writer Adds Date Filters and Conditions
  • The Writer team continuing to impress!
• Zoho Books March 2022 Updates
  • INCOMING…webhooks.
• Zoho Inventory March 2022 Updates
  • And more webhooks.
• Zoho Subscriptions March 2022 Updates
  • Now you can turn of prorate billing.
• Zoho Invoice March 2022 Updates
  • Quickbooks Online integration added.  We recommend double-checking everything if do integrate.
• Zoho Community MVP List for 2022
  • Big shoutout to everyone on this year’s list!
• Mobile Updates
  • Zoho Notebook Android Scroll Error PSA
  • Edit Session Title in Zoho Meeting iOS App
  • Zoho Meeting iOS App Adds Recording
  • Zoho Sprints iOS App Adds User Deletion From Details View
  • Zoho Projects Android App Users Can Add Exact Time
  • Zoho Bigin Adds Templates for Mobile Apps
    

Implementation of the Week

• Integration of Scheduled Email Report to Zoho Analytics
  • Oftentimes, we can integrate with external sources using REST API integrations 
  • Sometimes, however, 3rd party software either does not have a REST API, or their API can be buggy/broken
  • In this case, the 3rd party tool had a buggy API that we could not rely on, BUT, it can schedule exports (via spreadsheet) to be delivered via email
  • CRM Email Parser used to parse these scheduled exports into CRM custom record (including attachment)
  • Custom function triggered on the creation of the custom module entry to read the attachment and upload to Analytics running table

This Weeks Read

• Better Insights Improve Customer Journeys by Jack M. Germain
  • It’s a shorter read, but interesting to see how many businesses aren’t actually aligned with their consumers.

New On Zenatta

• Zenatta Blogs
  • Building Quality Culture In Your Organization
    • In recent weeks we have been sharing our company mission statement and values.  This week’s blog focuses on one of the elements our culture was built around.

Application / Plug-In of the Week

• SaneBox
  • Brett’s favorite pick EVER.
  • An “Inbox Zero” tool that actually works.
• CRMOZ
  • For those of you who don’t know, CRMOZ are very talented developers and Zoho partners based out of Ukraine.  We ask that everyone check out their Zoho Marketplace shop and if any of the plugins they sell are a potential fit, they could really use the extra support right now.

Tips and Tricks

• 7 MUST Have Zoho CRM Automations (Part 2)
  • This week Mr. Hollywood wraps up the series covering:
    • Deal Name Standardization
    • Proposal Automation
    • Pipeline Reporting Automation