The CRM Zen Show – Episode 77 – Let’s Bigin Again

Zoho News

• Some New Integrations Were Announced This Week.
  • Zoho Show Integrates with Slack
    • If you are a Slack user, then this adds the /zs command to the slack command line to call up some Zoho Show commands.
  • Zoho Recruit integrates with Jobma
    • This adds video Interviews to Zoho Recruit.
    • I had not heard of Jobma, but it looks pretty cool.  Worth taking a look if you are in the market for this type of tool.
  • Zoho Campaigns’ integration with Zapier
    • Quite a few automations are available with the new Zoho Built integration.
  • Cliq now Integrates with PagerDuty
    • Pager Duty Alerts inside of your Cliq Chat.
    • If you are not familiar with PagerDuty, in short, it is a full-featured automated alert system for your IT and Support needs.
  • Zoho Books and Uber for Business Integration
    • Only in India right now, but coming to other regions soon.
• Zoholics is Right Around the Corner
  • The Big Zoholics Event is in Austin, Texas from April 28-30th.
  • Here is a list of ALL the 2020 Zoholics Events Running from February to June.
  • Admission is $399, BUT if you use the code CRMZEN you will get at $200 Discount on your ticket!  Thanks to the Zoho Team for offering this to our CRM ZEN Show listeners.
• Zoho Social Get’s Some Publishing Interface Updates 
  • The update adds the ability to:
    • Drag and drop images
    • Rearrange images
• Upcoming Webinar: Zoho Sign Integration with the Zoho Finance Applications
  • Date: Thursday, January 30, 2020
  • Time: 10 – 11am PDT
  • Click Here to Register

Implementation of the Week

• CRM to CRM Integration using GoogleSheet as middle-ware
  • Webforms write directly to GoogleSheet shared by two partner companies
  • Flow writes to both CRMs to create Lead in both locations
    • Then pulls the CRM ID of each Lead back into the spreadsheet
  • Changes to Lead Status in one CRM trigger changes in the other
  • Appointments (CRM Events) booked in one CRM created Events linked to the proper Lead in the other CRM

Things We Noticed

• Let’s Bigin Again
  • Zoho’s New Minimalist CRM Bigin has quietly launched. 
  • Very clean interface.  It will be nice to see some of these UI enhancements make it over to Zoho CRM.

This Weeks Reads

• How to Make the Best Follow-Up Sales Call in 2020 – HubSpot Blog By Meg Prater
  • This is a very well researched article.  Worth a read for any salesperson making calls.
• Zenatta Blogs

• • The Hidden Value of Automated Follow-up Emails
    • As rude as it might feel, polite badgering is the single best way to improve your sales numbers. In a world with this many distractions, one email won’t close the deal.
  • 3 Reasons to Choose Zoho Subscriptions
    • Whether you are dealing with recurring transactions involving physical products or run a SaaS operation, Zoho Subscriptions does it all.

Application / Plug-In of the Week

• Google Calendar of Zoho Connect
  • Google Calendar is updated with all the events you create in Zoho Connect, and Vise Versa, all events added to the specified Google Calendar then get posted in the selected Zoho Connect group.

Tips and Tricks

• Using Orchestly instead of Spreadsheets
  • A very interesting Orchestly Use Case
• Setting up Private Access Codes in Backstage
  • This was a feature that was released last week.  Here is a step by step on how to set up private access to tickets in Backstage.

Don’t Miss Our Upcoming Webinar

• An Introduction to Zoho One – Tuesday, January 28, 2020, at 10 AM