The CRM Zen Show Episode 287 – A Perfect Cadence

Zoho News

• Gmail & Yahoo Policy Updates & Email Authentication Requirements
  • Both companies are tightening up their security, you will need to configure your SPF/DMARC if you haven’t yet.
    • Zoho Desk
    • Zoho Creator
    • Zoho Webinar
    • Vertical Solutions
    • Deluge
• CRM/Bigin News
  • Cadences Studio [Early Access]
    • Great new feature add, this isn’t going to replace your marketing emails, but excellent for those follow-up sales emails.
    • Request Early Access
  • Zoho CRM CPQ Enhancements
    • Custom sub-forms and custom modules are now supported.
  • Zoho CRM currency management enhancements
    • If you are using a trial edition, you can now manage your currencies.
  • Bigin Dashboard enhancements
    • Some very slick dynamic windows now pop out when interacting with your reports.
• Other Application News:
  • Zoho Analytics January’24  Updates
    • Nothing major this month, just some minor enhancements to user filters and OpenAI.
  • Zoho Writer new customized character styles feature
    • Similar to choosing H1/H2/H3, you can now set your own preset character styles.
  • Zoho Assist Geo Insights
    

Implementation of the Week

• Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM
  • In this implementation, our goal was to provide a dataset accessible for a 3rd party call center, with a transfer mechanism for that call center to transfer data to our client’s employees in CRM
  • First, we created a Zoho Analytics report that displays all of the Active Customers that should be transferred to our client
  • In that Analytics report, we include a custom URL field that opens a pre-filled Zoho Form that the call center can use to transfer the call
  • Upon submission of this Form, the data is routed through Zoho Flow to create a CRM “Request” record connected to the appropriate Customer, and containing all of the data gathered by the call center

Code Share of the Week

• Quickbooks Customers Query
  • This function provides guidance on how to effectively retrieve customer data within QuickBooks Online through the use of SQL-like queries, empowering you to harness the power of structured query language to extract and analyze customer information tailored to your specific needs.

This Week’s Read

• How to bridge the gap between marketing and sales with automation
  • Communication is key. Zapier does a great job of highlighting key data streams that should flow back and forth between your sales & marketing teams.

New On Zenatta

• Zenatta Blogs
  • Building Customized Business Solutions with Zoho Creator
    • If you’ve never checked out Zoho Creator, this article is a great place to start.

Tips and Tricks

• Creating Accurate 1099 Reports in Zoho Books
  • It’s that time of year again.  In this week’s tip, John walks you through creating 1099 reports in Zoho Books.

This Week’s Quizzes

• Monday Quiz: How can you share a job opening with a vendor in Zoho Recruit’s Vendor Portal?
• Wednesday Quiz: How can you invite/add new users to your organization in Zoho Sign?