The CRM Zen Show – Episode 83 – No Mo Mo(tivator) – Oh No

Zoho News

• Zoho Motivator will be no more as of August 31, 2020
  • We do not agree with this decision and hope Zoho reconsiders
• Zoho WorkDrive Update
  • Insert custom embed codes directly into a web page or blog
• Analytics Updates for Feb 28, 2020
  • Support for SalesIQ and Site 24/7
• Zoho Meeting Updates
  • Request remote access
  • Filter Q&A
  • Bug fixes and other enhancements
• Zoho Forms Gets Logic-based Calculations
  • With the new Conditional Formula feature, you can track customer actions with your forms, perform data-driven calculations, and provide specific, customized payments.
• Zoho BugTracker Gets its own Marketplace Store
  • Checklists, Google Drive and Zen Desk Integrations kick it off.
• Zoho Mail Bookmarks Has Been Added to The Google Chrome Store
  • If you want to keep your bookmarks in Zoho Mail, then Zoho Mail Bookmarks are for you.
• Zoho: Full Stack
  • This is the best write-up on the state of Zoho I’ve seen in a long time. Zoho: Full-stack, operating system, and data protector – By Brian Solis for ZDNet

Implementation of the Week

• Zoho Deluge in CRM to create personalized Form links
  • Zoho Forms can accept custom URLs to prepopulate fields on Form
  • Deluge script creates custom links in URL fields in CRM record
  • Custom URLs open Service Request Forms with first name, last name, email address prepopulated
  • Custom URLs can be embedded in CRM email templates for easy delivery
  • Prevents duplicate values generated by potential typos or edits to email addresses in Forms.
  • Click here to see the Implementation of the Week videos that go live every Tuesday.

This Weeks Reads

• 12 Benefits of Email Marketing Your Marketing Team Must Know – HubSpot – Written by Rebecca White @Rebecca_White94
  • From the article:
    • 40 percent of B2B marketers say email newsletters are most critical to their content marketing success, and 73% of millennials prefer communications from businesses to come via email.
    • Furthermore, 99% of consumers check their email every day and it is by far the preferred way to receive updates from brands.

• Zenatta Blogs

• • • Assigning Leads to Salespeople Fairly With Zoho CRM Automation
      • Absent any other lead assignment process, a sequential or “round-robin” lead assignment process tends to be fairest.
    • Webinar Replay: Zoho CRM Overview and Best Practices
      • We pack a lot into 60 minutes.  If you missed it you can rewatch it here.  It can also help with insomnia.

• Register & Save The Date for Our Next Webinar

• • • • Zoho Campaigns Overview and Best Practices
      • Tuesday, March 24 at 10 AM PT

Application / Plug-In of the Week

• involve.me Extension for Zoho CRM
  • This Extension Integrates Zoho CRM with involve.me
  • involve.me, is a slick user engagement platform: create forms, surveys, lead pages, calculators, quizzes, and payment forms supporting PayPal and Stripe.
  • Pricing is reasonable, and they have a nice free plan. 

Tips and Tricks

• Setting up Assessments in Zoho Showtime
  • ShowTime offers customizable test forms to display to your learners once a video ends in on-demand sessions. These assessments, using question formats, such as multiple-choice, true or false, short answer, and fill in the blank types, are best suited to guide improvement in student learning.