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The CRM Zen Show – Episode 74 – 2019 Year In Zoho Review

Here is a quick summary of Zoho’s 2019:

2018 saw the release of 5 new applications Zia Voice, Analytics, Backstage, Pagesense, and Zoho Flow.  

In 2019, things got even crazier.  With, by our count, 6 new products, 4 new services, 4 new product bundles, and at least 4 major product overhauls.

Company growth has continued.  Starting the year with approximately 6000 employees and ending this year just under 9000.  As to users, they started the year at 45 Million Users and current estimates are close to 55 Million Users

Here are the major stories that we discussed on the CRM Zen Show in 2019.  Month by Month.

January

February

March

April

May

June

July

August

September

October

November

December

We had a wish list in 2019.  Here is how it turned out: 

2019 Score Card

  • 5 Wishes Granted
  • 2 Wishes Getting Closer
  • 7 Wishes Denied
  • (Red=NO, Green = YES, Blue = ALMOST)

  • Cross-App Standardization
    • Calendars 
    • Tasks
    • Documents
  • Sub-Forms
    • Reporting
    • Searching
    • Email Integration (Like Mail Merge)
  • Update Picklist Linked Fields In CRM
  • CRM – Integrated Lead and Task Round Robin/Multi Assignments
  • Cross-Data Center Support
  • Need to consolidate Docs, WorkDrive and everything else
  • CRM Plus features to Zoho One
  • Universal Taskbars on top and bottom of all Zoho apps
  • Better communication with releases
  • Better Kanban views in Zoho (Only in Connect)

Our 2020 Wish List

  • Applications – Because we can’t recommend these to clients until they are fixed, please focus on Fixing the Following Applications
    • MarketingHub
    • Bookings
    • Meetings
    • Calendar
  • Things we’d really like to see happen in 2020
    • Deploy the new Tasking Engine in Connect to CRM, Projects, Sprints, and Desk.
    • CRM Layout Customization discussed in April
    • Launch LMS Platform
    • Zoho Flow
      • Lookup tables
      • Post webhooks through Flow
    • CRM Subforms 
      • Syncing into Analytics
      • Mail merge into CRM email templates
      • Workflow trigger on new subform line
    • Filtered lookup fields in the CRM
    • Unified time tracking across all applications
    • Books-Inventory – enable edits to inventory tracking settings after transactions recorded for the item

So that is our 2019 Zoho year in review. Please listen to the podcast to get all the details on the above. 

And, if you missed it, click here for the Zenatta Year in Review.

Thank you for subscribing to our newsletter, and we look forward to a great new year.

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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