The CRM Zen Show Episode 215 – My Area Of Deskpertise

Zoho News

• Zoho CRM August Community Digest
  • Tons of great stuff every month in these CRM Digests.
• Zoho Backstage August Updates
  • A quick roundup of everything that happened last month in the world of Backstage.
• Zoho Desk Adds “My Area” Ticket Filter
  • A very nice new addition to the ticket filtering systems in Desk, and you can now switch between multiple customer accounts interfaces.
• Zoho Inventory September Updates
  • Some pain points regarding the flexibility of the app have been resolved, and a handful of other useful improvements this month.
    

Implementation of the Week

• Complete PPC Tracking Dashboard via CRM // Analytics
  • Pay per click (PPC) advertising can be a valuable tool for increasing your Lead flow and reach
  • However, it is extremely important to properly track the return on ad spend for these Leads, to ensure that you are actually making money on the effort
  • Because PPC data is oftentimes primarily stored on the advertising platform (Facebook, Google) it can be tricky to attribute your revenue back to the original source
  • In this implementation, we pulled Facebook and Google data directly into Zoho Analytics
  • Then, UTM parameter tracking was enabled for all forms on the clients website to capture the PPC source information into the CRM
  • Next, SQL tables were created to coalesce Facebook and Google PPC data with the resultant Leads
  • Lastly, a dashboard was created to house multiple reports/charts visualizing the spend data against the inbound Leads generated, and revenue closed

Code Share of the Week

• Fetch Stock Information for a Zoho Finance Item Via Deluge
  • Zoho Inventory displays stock-on-hand information for items on the item details screen.
  • These values can also be fetched via deluge as part of the details of an item.

This Weeks Read

• 10 Ways to Monetize a Podcast (+ Examples)
  • Thinking about starting a podcast, or do you have one already?  Though it may not equate to much, here are some extra tips to monetize your podcast.

New On Zenatta

• Zenatta Blogs
  • The Next 25 Years of Zoho – Zoholics London 2022 Part 1
    • We had an excellent time at Zoholics London this week.  Here is a quick snapshot of the opening keynote, and stay tuned next week for more updates on things to come!

Application / Plug-In of the Week

• Dataholics for Zoho CRM
  • Key Features:
    • International street address lookup inside your Zoho CRM modules (with What3Words integration)
    • Company insights for all your CRM leads and accounts
    • Validated email addresses, job titles, and social media links for leads and contacts
    • Easy new-lead generation inside your Zoho CRM Leads module

Tips and Tricks

• How to Link Zoho Creator Forms to Zoho CRM
  • In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM.