The CRM Zen Show – Episode 87 – C3PO R2D2

Zoho News

• Zoho Expense now integrates with Zoho Projects
  • • You can now view expenses along with the actual costs and compare it with the project budget.
• Zoho Forms adds PayPal Checkout as a new payment gateway
  • From the announcement: “Unlike PayPal Standard, which redirects your customer to PayPal’s payment page to execute transactions, PayPal Checkout lets them stay on your website throughout the payment process, offering a simpler checkout flow.“
• Zoho Show gets Giphy Integration  
  • Now go out and animate your presentations with a fine animated Gif.
• Zoho Sheet Pivot Table Update
  • Pivot tables in Zoho Sheet now come equipped with auto-refresh and auto-expand capabilities, no need to refresh the page.

• Zoho Campaigns adds Covid-19 Templates
  • I’m not sure I need another email about Covid-19, but if you want to send one out, Zoho has you covered.
• WorkDrive Storage Increases
  • Starter plan goes from 100GB to 1TB
  • Team plan increases from 1TB to 3TB

Notable Mobile Updates

• Layout rules are now supported in Zoho Desk mobile app
  • Works for both iOS and Android

Implementation of the Week

• “Next Activity Date” field automation in Deals module for easy Activity-based management of Deals
  • “Next Activity Date” field added to Deals module
  • On Create, Update, or Delete of a Task, Event, or Call script is triggered
  • The script reads the “Open Activities” related list in the Deal, consolidates Task Due Date, Event Date, and Call Start Time (for scheduled Calls) into one list
  • The script identifies the soonest upcoming date and writes this “Next Activity Date” into the field in the Deal
  • The field can be used in Deals list view to sort Deals by soonest Next Activity

Things We Noticed

• Zoho CRM – Orchestration has been renamed C3

New Content on Zenatta.com

• • This Weeks CRM Zen Show
  • Blog
    • Zoho Campaigns Overview and Best Practices
      • The recording of last weeks webinar
    • How to Customize your Zoho CRM Home Page
      • Video Tutorial from last weeks show
    • Application of the Week – Power Tools by AbleBits
      • A quick look at last week’s App of the Week.

• Resource Library

• • Zoho Social Fundamentals 
    • Zoholics Presentation on the benefits of Zoho Social

Application / Plug-In of the Week

• SoapBox
  • Meeting Agenda Software
    • Shared online agendas
    • Integrated meeting notes
    • Real-time commenting
    • Suggested questions
    • Next Steps tracker
    • Meeting Rating
  • We love the Google Calendar integration
  • It also integrates with Slack, Outlook, Microsoft Teams, and has iOS and Android Applications.
  • About $2 per user per month

Tips and Tricks

• Setting up Scoring Rules
  • How to setup meaningful scoring rules for your Leads, Contacts, Accounts, and Deals