The CRM Zen Show Episode 334 – Zoho Practice 2 the Rescue

Zoho News

• Zoho Practice 2.0
  • Now includes workpaper management, workflow automation, a client portal, and Zoho Practice Ledger for streamlined practice management.
• Bigin: New Integrations
  • Bigin now features native integrations with SalesIQ, Sign, and Marketing Automation.
• Zoho CRM: Enhanced Webforms with Customizable Confirmation Messages and Emails
  • CRM webforms now support customizable confirmation messages and emails. Hopefully, this level of customization will expand to other applications, such as Campaigns.
• Zoho CRM: Record Summary
  • Leverage Zia LLM for instant summaries of deals, contacts, accounts, and more. Currently available only for Zoho CRM Ultimate Edition with 50+ users.
• Zoho CRM: Catalyst QuickML Integration
  • Integrate Catalyst QuickML directly into Zoho CRM to create custom machine learning models. This allows for advanced data control, no-code pipelines, and actionable insights.
• Desk: Enhanced Support Plan Management
  • Tailor SLAs, manage credit limits, automate escalations, and adapt to seasonal trends effortlessly with Zoho Desk’s new support plan capabilities.
• Zoho Desk: DKIM Will Soon Be Mandatory
  • It’s a best practice to set up SPF/DKIM/DMARC for any application sending emails. If you haven’t done so for Desk yet, ensure it’s set up before the end of the year.
• Zoho FSM: Unified Notes
  • Zoho FSM has centralized its notes feature, consolidating scattered notes into one unified location.
• Zoho Forms Year in Review
  • The first of many to come, here are all the highlights of the year for Zoho Forms.
• Zoho Sign: New Signer Groups 
  • We haven’t seen this feature yet in similar applications, but you can now authorize a group of signers who can sign for the document.  Nice feature add for organizations that don’t sign immediately.
• Zoho Recruit: Email Authentication & Relay Enhancements
  • This is more of a PSA.  If you don’t authenticate your domain, emails will be sent from a Zoho email domain. Update your settings to ensure proper email relay.
• Zoho Analytics: “Inbound Transport Details” deprecation from Amazon
  • Quick PSA for those using this field will no longer pull into Analytics.
• Zoho Projects: Phase Custom Views
  • You can now track phases in Zoho Projects with phase custom views.
• Zoho Projects: List View Enhancement (Android)
  • Minor enhancement to list views allowing the complete scroll of list views without scrolling the task fields.
• Zoho Meeting: Session Host Enhancements (iOS)
  • The ability to use several features has been added to iOS including starting polls and breakout rooms.

Implementation of the Week

• GravityForms Integration for CRM using Zoho Flow
  • In this implementation, our goal was to configure a Form-to-CRM process that would capture UTM information even if the prospect had navigated to multiple pages on the website before submitting a form
  • To accomplish this, we were able to find a plug-in for WordPress called “AFM UTM Tracker” which can insert these UTM parameters into a GravityForms submission automatically
  • Then, we configured the GravityForm submissions to post to a webhook endpoint in Zoho Flow
  • Once data hits this endpoint, we process it to check for existing Contacts and Leads, before creating a new Lead record if no matching data is found in either module

Code Share of the Week

• Handling File Upload Fields in Zoho CRM Subforms: A Step-by-Step Breakdown
  • This Deluge script is designed for handling file uploads within a subform in Zoho CRM. Subforms add a layer of complexity because they contain multiple entries, each with its own set of fields, including file upload fields. This script will show you how to manage these files, especially when you need to rename them. We’ll walk through each step of the code to help even beginners understand the process.

New On Zenatta

• Zenatta Blogs
  • 10 Unique Zoho Implementations from 2024
    • This week we thought we would share some unique useful implementations you might find useful for your organization.

Tips and Tricks

• Zoho Books Workflow and Automation Tutorial
  • In this week’s tip, Tyler dives into workflow rules for quotes, automating follow-ups, and simplifying sales order cycles.

Question of the Week (AZAAZ)

• Is it possible to get Inventory forecasting in Zoho?
  • Unfortunately, not native inside Zoho Inventory, but it is possible with Analytics.  

This Week’s Quizzes

• Monday Quiz: Which of the following features is available in Zoho Billing for handling payment collections?
• Wednesday Quiz: Which feature in Zoho Billing helps track how well a business retains revenue from existing customers?