The CRM Zen Show Episode 203 – Return Of The Tyler

Zoho News

• WorkDrive 3.0 Part 2
  • A bit delayed, because yes, we covered all of this a few months ago, but part 2 of the blog was just released and includes a nice write-up on some of the features.
• Zoho Meetings Forever Free Edition Gets More Features
  • No CC required, 100% FREE, which includes 100 attendees for Meetings/Webinars.
• Zoho Workerly Adds Job Rosters in the Shifts Module
  • Pretty slick new view to better manage your job rosters. 
    

Implementation of the Week

• Product Sample Management via Zoho CRM + Inventory
  • Oftentimes, sample products will be sent as part of the sales process in the CRM
  • To be able to benefit from the workflow management and approval process in CRM, this can be done via a custom module entry with a subform for tracking the specific products
  • This subform can reference a specific table of Products that are “available for sampling”
  • Upon approval of the Sample record, a Deluge function triggers to convert this to a Sales Order in Inventory with a $0 value for each product, and an identifier marking it as a sample order  

Code Share of the Week

• Passing Path Parameters As A Key-Value Map Structure
  • This piece of code is intended to help you build a fast path parameter for your API calls, creating an easy-looking Key-Value map structure that will generate your URL encoded path parameter string in one shot.

This Weeks Read

• How to Leverage the 5 Stages of the Customer Buying Cycle for More Sales
  • Published back in 2011, but even with the article’s recent update, some things don’t change.  Great short read with some universal useful principles.

New On Zenatta

• Zenatta Blogs
  • Our 10 Favorite WordPress Plugins – 2022 Update
    • We refreshed our 10 favorite plug-ins for 2022.  Some still made the cut from last year, as well as, a handful of new ones. 

Application / Plug-In of the Week

• Elgato Stream Deck
  • Whether you do video production, or just want to push a button to have your computer do something, these are awesome and greatly enhance your own personal workflow. 

Tips and Tricks

• Getting Started on WordPress with Zoho PageSense 
  • Continuing our WordPress Series with Tavin, this tutorial will guide you through the set-up and integration, a full product overview, and a live example of how we used the heatmap feature.