The CRM Zen Show – Episode 79 – Truly a Miracle

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

• • 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

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