Zoho News
- Zoho Workerly adds Roster View
- This new feature shows job openings and available temps. By accepting or declining a job inside the app, the roster is automatically updated.
- All New Zoho Books App for Windows 10
- Live tiles, Cortana and more. A nice truly native application.
- Zoho Office Integrator is getting the new Zoho Sheet
- This is the sheet update released in early 2019 making its way to ZOI,
- Zoho Sheet’s add “Race Charts”
- This is actually a nice way to visualize your data. Check out the video.
- Zoho Add’s Zapier integration with WorkDrive
- With the new Zapier integration, you can create workflows to transfer data from other apps to WorkDrive, and vice versa.
- And speaking of WorkDrive. Here is a quick video on how to do the Migration from Zoho Docs.
Implementation of the Week
- End of Fiscal Year Cash Flow Reporting through Zoho Analytics
- The client sells Deals for which cash flow is dispersed throughout the rest of the fiscal year
- Break out Deal value assuming even monthly payments through the end of the Fiscal Year
- The report can be grouped by Account, Territory, Sales Rep
Things We Noticed and the Bug Report
- CRM Webforms (and Webform Builder) receive A/B testing, auto-response rules, and a visual update
- Issues with CRM backup add-on purchases. For the time being, users must coordinate with Zoho support to receive additional backups.
This Weeks Reads
- With Gamification, Contact Centers Can Be Fun – by Paul Korzeniowski for Destination CRM (CRM Magazine)
- A good reason to implement Zoho Motivator
- Zenatta Blogs
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- Capturing User Intent with Zoho CRM
- User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not always so easy to divine their intentions. However, you can make an excellent guess at their goal with only information about their browsing behavior on your own website.
- An Introduction to Zoho – Webinar Replay
- We cover all the apps in under an hour. Truly a Miracle!
- Subscribe to Our New YouTube Channel
- Capturing User Intent with Zoho CRM
Application / Plug-In of the Week
- ClickSend SMS for Zoho CRM
- Two-way texting service through the CRM
- The only SMS solution to include merge-fields in texts
Tips and Tricks
- Building Projects Marketplace Extensions Using Zoho Sigma
- You can now build, test, and execute your extensions using Zoho’s cloud editor – Sigma