The CRM Zen Show Episode 219 – Ship Happens

Zoho News

• Zoho Bookings October Updates
  • Nothing too major, but another small step in the right direction.
• Zoho Inventory October Updates
  • Partial fulfillment has been added, and shipments can now be created inside the Shipments Module.
• Zoho Expense Q3 Updates
  • We’ve covered these over the last few months, but here you go if you missed any.
• Zoho Analytics Shopify Integration Update
  • If you are pulling your Shopify data into Analytics, you will want to update to this new methodology.
• Zoho Meeting October Updates
  • More minor updates catching up to some other industry standards and a new GDPR feature.
• Zoho Backstage September Updates
  • We covered these last month, the one worth noting is that if you are doing a multi-event, you can now “check-in” for that specific day.
• Zoho CRM September Community Digest
  • Always worth checking out – some great discussions and code snippets in these each month. 
• Enhanced Notifications for Zoho Projects Android App
  • All of these are extremely useful, great job Projects team.
• Zoho Community SuperBuds
  • Do you know someone helpful in the Zoho Community?  Nominate them as a SuperBud!

Implementation of the Week

• CRM Outreach Automation based on Web Visit Data
  • After a web-visitor has been connected to their CRM Lead/Contact record, each subsequent visit updates their Visitor Summary data within CRM.
  • This Visit Summary includes the page visited, as well as the date/time of that visit.
  • Using CRM workflows, we built out auto-generated communications based on this most recent visit date/time, and the page visited.

Code Share of the Week

• Custom Lead Conversion
  • In CRM, Leads are a sort of unqualified record that can become a Contact, Account, and Deal at a press of a button (if you set your Lead Conversion Mapping right ?)!
  • This is standard practice and converting leads is an important part of the Sales process.
  • The issue is that, sometimes, just the Contact, Account, and Deal aren’t enough! You might need to create a record on a custom module or even create two contacts from the same lead record, for example.
  • This code is an example of that – converts that lead into a Contact, Account, and Deal using the standard Lead Conversion Mapping and also an Additional Contact record associated with the contact that was converted from the lead.

This Week’s Read

• Can You Create a Wikipedia Page for Your Company? [Best Practices & Guidelines to Know]
  • Probably not for everyone, but great read and idea to boost your own search ranking.

New On Zenatta

• Zenatta Blogs
  • What To Do If Your Email Is Blacklisted
    • Ideally, you never want to find yourself in this situation.  However, here are some pointers to get you back on track if you do.

Application / Plug-In of the Week

• MXToolbox
  • Whether you are blacklisted or not, a great tool to see where your domain currently stands.

Tips and Tricks

• Email Verification Using Clearout
  • In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.”