The CRM Zen Show – Episode 82 – It’s Raining Updates – Hallelujah

Zoho News

• Zoho Creator Upcoming Updates – Including:
  • Versioning of Deluge Scripts
  • Custom inline error messages for fields
  • Lookup data from the same form
  • Spreadsheet report enhancements
  • Enhancements in the record template designer
• Zoho Recruit Updates
  • Among the updates – Recruit gets a Sandbox and Jobma Integration
• Zoho Campaigns – Zoho Community Meetup – East Coast
  • February 18 – March 20
  • Miami, Fort Lauderdale, Tampa, Orlando, Atlanta, Charlotte, Raleigh, Fairfax, Rockville, Philadelphia, New York City and Boston
• Zoho Analytics Feb 20 Updates
  • Support for Amazon S3 is here.
• Upcoming Webinar: Getting ready for Zoho Vault’s new user interface
  • Thursday, February 27, 2020, 10:00 – 10:45 a.m. PST
    • Click Here to Register
• Zoho CRM Overview and Best Practices
  • Feb 25, 2020 10:00 AM – 11:00 AM

Implementation of the Week

• Zoho Forms to Zoho Sign for automated digital signature collection
  • First, Zoho Sign document template created with pre-filled fields to be filled via automation
    • Ex: First Name, Last Name, Company, Email
  • Build out of custom form in Zoho Forms to capture necessary information for Sign document
  • Direct integration between Zoho Forms and Zoho Sign
  • Upon submission of the Zoho Form, information from the form submission pre-populates a Sign document and delivers it for a signature to the email address submitted on the Form

Things We Noticed

• Zoho Books – Auto-upload your bank statements from email

This Weeks Reads

• The Guide to Workplace Communication Channels You Didn’t Know You Needed
  • Hubspot Blog, by Sarah Goff-Dupont and Penny Wyatt
• Zenatta Blogs

• • Connecting Your VoIP Telephony With Zoho CRM
  • Using Deals and Quotes to Close Sales and Impress Clients

Application / Plug-In of the Week

• The Checklist extension for Zoho Projects
  • Things you can do with this extension:
    • Create instantaneous to-do lists for your tasks and issues in Zoho Projects
    • Create checklist templates-new
    • Convert an existing checklist into a template-new
    • Reduce the number of subtasks required for a work item
    • Include checklists in your project templates and save more time.
      • Refer to this extension’s help guide here.

Tips and Tricks

• CRM for Backstage – Centralize your attendee database
  • Manage your backstage attendees in Zoho CRM