The CRM Zen Show Episode 245 – Zoho Show and Zapier? Pick A Card, Any Card

Zoho News

• New Card Forms for Zoho Forms
  • If you like Typeform, you will love these new card forms.
• Early Access – Zoho Desk Blended Conversations
  • A “Harmonious camaraderie between the Humans and Bots.”   
• Zoho OneAuth 3.0
  • You can now organize your applications within the app, along with a few other enhancements.
• Zoho Meeting Co-Organizer Privileges
  • Co-organizers can now do everything an organizer can do, which can be determined by role permissions by the organizer.
• Zoho CRM March Community Digest
  • Zoho has rolled out a TON of new features these past months, so in case you missed it or wanted early access to one of them, here they all are.
• Zoho Backstage March Roundup
  • Lots of feature enhancements to tickets this past month.
• Financial Suite March Product Roundups
  • Zoho Subscriptions
  • Zoho Invoice 
  • Zoho Expense
• Zoho Social Updates for Marketing Plus
  • These came out a couple of months ago for Social and are now available for the Marketing Plus bundle.
• Zoho Desk iOS app (v2.6.17) Update
  • Priority work mode is now available for tickets inside the mobile app.

Implementation of the Week

• Account-based Marketing Analytics to Gauge Campaign Effectiveness
  • In this implementation, we were working with a client that provides ongoing as-needed services to their customer base
  • The goal of this build was to develop Analytics to help us understand the effect of specific Campaigns (email marketing, trade shows, etc) on ongoing revenue flow
  • To accomplish this, we first created a SQL table to identify the first time a specific Campaign was associated to an Account (using the Campaign Source field in Deals 
  • Using this data, we can compare revenue to an Account before or after a specific Campaign was associated
  • We can also run reports on total revenue before and after the commencement of a particular Campaign effort

Code Share of the Week

• Zoho Cliq Chat GPT 3.5 Turbo Bot
  • Here is an updated code for a cliq bot message handler that uses the chatgpt-3.5-turbo language model, which runs at about 1/10th the cost of the previous model.

This Week’s Read

• What Is Marketing Attribution & How Do You Report on It?
  • What’s Working… What’s Not?  This article from HubSpot gives an excellent overview of marketing attribution.

New On Zenatta

• Zenatta Blogs
  • Televic – Case Study
    • Huge shoutout to Dan over at Telivic for this case study.  This client has been a pleasure to work with and included multiple implementations, especially around the finance suite.
  • Lead Scoring 101: Maximizing Conversions by Prioritizing Sales Prospects
    • And continuing on with the marketing analytics theme, this week’s blog provides a comprehensive run-through of lead scoring.

Tips and Tricks

• Managing Accounting & Physical Stock Levels In Zoho Inventory
  • If you use Zoho Inventory, you know it has its nuances.  In this first video of the series, Kody runs you through accounting and physical stock.