The CRM Zen Show Episode 220 – Cinco De Zoho

Zoho News

• Zoho Analytics Updates
  • An excellent batch of updates, new connectors, and improvements to data sources this month.
• Zoho Projects Q3 Updates
  • In case you missed any, here is everything for the past few months. 
• Zoho Sprints Q3 Updates
  • The Sprints team sure was busy last quarter!  Too many to list, but some solid enhancements to Sprints.
• Zoho CRM Portal Enhancements
  • A lot of portal functionality that was seen in other apps is essentially now available for the CRM portal, including advanced email options.
• “Reasons For Loss” Changed To A Picklist 
  • Most users have already created this picklist, but for all new users, this will automatically be changed instead of a note field in December.
    

Implementation of the Week

• Zoho Bookings + Zoho Analytics Custom Integration via Zoho Flow
  • While ZBookings has some drawbacks, we do have a few clients successfully using it for sales/service bookings
  • ZBookings allows for some very basic reporting/review of data, but it is very limited if you are using these Bookings as a core part of your workflow
  • Using triggers within Zoho Flow, we can write Bookings data to Analytics upon bookings, rescheduling, and canceling Bookings.
  • This allows for much deeper reporting and data analysis compared to what is possible natively in ZBookings

Things We Noticed

• Client-Side Scripting Now Works On Mobile Applications
  • There has been no major announcement, but Zoho seemed to have sneakily pushed a huge update that now allows client-side scripting to work on mobile apps.

Code Share of the Week

• Standardized US State Name Formula Column for Zoho Analytics
  • In the code, there are two if_case statements you can copy and paste into a Zoho Analytics formula column that will standardize US state names to either all be USPS abbreviations or the full state name. Both uses below assume the column name “State,” which is found at both the beginning and the end of the if_case. This can be replaced with whatever your particular column name is, just remember to change it in both places.
  • This if_case will convert USPS abbreviations to full state names. If the value of the field does not match any USPS abbreviation, then the original value will be displayed.

This Weeks Read

• Zoho One Turns 5
  • Happy birthday Zoho One!  From 35 applications at the initial launch thrown together in a bundle to transforming it into an OS for business.  Amazing how much has been accomplished in such a short amount of time.

New On Zenatta

• Zenatta Blogs
  • 10 Must-Have Browser Extensions And Apps That Make Zoho Better
    • This is an update on one of our first blogs.  We’ve refreshed this list and highly recommend checking out these various extensions and applications.

Application / Plug-In of the Week

• Print Friendly & PDF
  • Key Features:
    • Print Preview
    • Save as PDF
    • Email Page
    • Remove Images and text you don’t want
    • Change font size

Tips and Tricks

• Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
  • By default, if someone opts out inside Zoho Campaigns, they are also “opted out” inside Zoho CRM.  This could cause issues with existing Leads or Contacts inside your CRM.  Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.