The CRM Zen Show Episode 234 – Enough Chit-Chat, Let’s Call It

Zoho News

• Zoho Marketplace Dec 2022 Updates
  • A complete list of all the new Marketplace extensions added in December including quite a few for CRM and Bigin.
• Team Pipeline Now Supported In All Versions Of Bigin Mobile App
  • A pretty cool way to organize different types of pipelines now on the mobile app.
• Zoho Forms 2022 Year In Review
  • Take a look back at all the updates made to Forms in 2022.
• Click-to-Call On SalesIQ
  • A super convenient way for customers to make a call right from your main website.
• Researchers Warn Against Zoho ManageEngine Exploit Attacks
  • There is a possible bug affecting multiple Zoho ManageEngine products.
• Zoho User Group In-Person Meetups
  • Ramp up your Zoho game by attending a Zoho User Group meetup! Meet some Zoho team members and other Zoho users. Check out where and when the meeting closest to you is!
• Zia’s “Best Time To Contact” Analytics
  • A series of reports to help you decide when to send out emails and make calls to your leads.

Implementation of the Week

• Selective Lead Activation for Account Based Prospecting
  • In this implementation, our goal was to create a workflow for activating Leads for outbound prospecting without overloading any given Account that could have multiple Leads
  • To accomplish this, we first defined a Lead Status to identify Leads in the queue for activation
  • Then, we built a SQL table in Analytics that presents Leads in this status but filtered down to only show one Lead per account at a time
  • Last, we wrote a scheduled function that activates Leads from this list on a regular basis so that they slowly dip into active prospecting workflows

Code Share of the Week

• Aggregate Functions now available in CRM COQL
  • The CRM API is now on v4 and it comes with some exciting updates to the CRM Query APIs known as “COQL”.
  • For starters, you can now query up to 2000 records where previously the max was 200. The other is that you can run aggregate functions in your query.

This Week’s Read

• CRM Strategy: Why You Need One & How To Develop It
  • A great overview of why you need a CRM and how to develop a CRM strategy. 

New On Zenatta

• Zenatta Blogs
  • Zoho One Full Product Overview 2023
    • This past Tuesday we did our annual Zoho One Webinar! Watch the webinar recording here and read through a summary of all the 2022 major updates.

Tips and Tricks

• How To Style Your Zoho Creator Pages Using HTML & CSS
  • Create beautifully styled HTML pages by using these tricks with CSS and Deluge.