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The CRM Zen Show – Episode 71 – Formtastic!

Zoho News

  • Zoho Social Now Supports Facebook Groups
    • Here is the link to the help guide to get started
  • Zoho Campaigns Adds SMS and Adds a New Image Editor
    • Texting comes to Zoho Campaigns
    • Works with Twillio SMS and Clickatell
    • The new image editor now supports adding text to images
  • Analytics Updates
    • 3 minor, but nice, updates for Analytics
  • Backstage Update Roundup
    • You can now track affiliate performance right from Backstage
  • Zoho Creator Terms of Use Update Goes Into Effect on 2/1/2020
    • A reasonable update to Zoho Creators Usage terms.  More on this after the first of the year.

Notable Mobile Updates

  • Zoho Mail Admin App Adds Spam Control
    • Set policies from your Mobile Admin App

Implementation of the Week

  • Dynamic Proposals Using Zoho CRM and Formstack Documents (Formerly WebMerge)
    • An internal revamp of our proposal process using Zoho CRM, Zoho Writer, Zoho Sign, and Formstack Documents
    • Video Overview showing how it works
    • Also works from your mobile application
    • Email brett@zenatta.com for more information

Things We Noticed and The Bug Report

  • Zoho Sign – CRM Integration Field Mapping Issues
    • Fields are becoming unmapped when prepopulating Sign templates with CRM data

This Weeks Reads

  • When It Comes to Texting, Companies Need to Strike a BalanceDestination CRMPaul Korzeniowski
  • Zenatta Blogs
    • Integrating Your CRM With Multichannel Communications
    • 5 Ways To Increase User Compliance With Your CRM

Application / Plug-In of the Week

  • Unbabel for Zoho Desk
    • Marketplace Link
    • Unbabel Website
    • Pricing Unknown
  • Key Features:
    • Auto-translate conversations and add them as comments to tickets
    • Send ticket replies to customers in both their native language and the agent’s language

Tips and Tricks

  • Advanced filters in Zoho CRM
    • A nice overview of how to use Zoho CRM filters to optimize your data and searches

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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