The CRM Zen Show Episode 300 – This is Zenatta!

Zoho News

• Major Zoho CRM Update is Coming
  • This is big: Zoho CRM is undergoing a major UI overhaul. We’re awaiting early access, but we’re slightly concerned about the potential for UI overload.
  • Lior from Amazing Business Results provides a nice overview of the upcoming update.
• CRM Flex Bundle
  • A new bundle process is rolling out, allowing you to build your own bundle.
• Multiple Kanban views in a single Module for Zoho CRM
  • The title says it all: you can now have multiple Kanban views instead of just one.
• Zoho WorkDrive Simplifies Multi-Device Access with Bulk TrueSync Deployment
  • Install TrueSync at the enterprise level now. Great job to the WorkDrive team for adding this enterprise-level feature!
• Initiate WhatsApp Conversations in Bigin
  • Before this update, you could reply to messages but couldn’t initiate them. Now, you can start conversations using templates with the WhatsApp integration.
• Sridhar and the Furious Part 2
  • Whenever there’s big news about Sridhar, whether he’s battling cobras or getting a new car, we cover it!
    

Implementation of the Week

• Master Project Costing Reports in Zoho Analytics
  • In this implementation, we were working with a customer that uses Zoho CRM, Projects, and Books to run their full organization
  • The client presented a requirement that they needed to be able to view the total cost of each Project, where cost can be tracked as: time entries, expenses, and journal entries
  • Unfortunately, the native reporting inside of Zoho Projects does not take journal entries into account when calculating the cost (even if those journal entries are associated to the Project)
  • To solve for this, we used Zoho Analytics to create a master Project Costs table combining all relevant data sources
  • Then, we used that data table to create comprehensive Project costing dashboards for various roles 

Code Share of the Week

• Mastering Task Creation in Zoho CRM with Deluge
  • This week’s code share walks you through step by step on how to create a task with Deluge.  There are some IDs that aren’t as obvious in this process in which Renato walks you through.

New On Zenatta

• Zenatta Blogs
  • One Place Agents – Case Study
    • Huge shoutout to Jess Rodriguez for this month’s case study. Learn how we implemented Zoho to help their business scale.
  • Tax Compliance Made Easy with Avalara
    • We’ve recently partnered with Avalara. If you’re a client of ours, learn how we can help you save if you choose to use Avalara.  And if you aren’t we’d still be happy to help!

Tips and Tricks

• How To Build & Customize Record Templates in Zoho Creator (Beginners Tutorial)
  • In this week’s tip, Alex covers the creation, customization, and implementation of record templates, aiming to make your applications more user-friendly and efficient. 

Question of the Week (AZAAZ)

• Zoho Forms Save & Resume Feature Explained!
  • If you’ve got a long-form on your landing page, you will want to make sure you have this feature turned on.

This Week’s Quizzes

• Monday Quiz: How can Superadmins, admins, and managers access Booking Page Settings in Zoho Bookings?
• Wednesday Quiz: What is one of the benefits of integrating WhatsApp with Zoho Marketing Automation?