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The CRM Zen Show – Episode 88 – Now It Makes Sense

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Zoho News

  • Zoho Projects Gets New and Improved Gantt Charts
    • A completely revamped UI and a handful of nice new features.
  • Zoho Creator April Updates on The Way
    • Hide/show seconds in reports
    • Freezing the subform header
    • Layout designer for a quick view
    • Shared analytics
    • JavaScript support
  • New Zoho Marketplace Applications for March
    • 44 New Applications Added Last Month
  • Zoho Meeting Updates
    • Video Conferencing is now in Beta
      • Multiple video feeds will soon be supported.
  • Zoho One New Session Security Update
    • Web sessions can now be managed in the security profile
  • Zoho Sites Improves Its Visual Editor
    • A nice improvement to the page designer in Zoho Sites
  • A Couple of Analytics Updates
    • New “Collaboration” menu to consolidate sharing options
    • You can now email filtered reports to multiple users at once
  • Zoho Vs Freshworks
    • Zoho Sues Freshworks
      • Zoho has alleged that Freshworks stole and misused confidential business information
      • It accused Freshworks of poaching employees and customers
      • The Freshworks founders were ex-employees of Zoho

Implementation of the Week

  • Auto-assignment of Desk tickets based on CRM Owners using Zoho Flow
    • On new ticket creation, a flow is triggered
    • Fetches Contact, and then Account information from CRM for Desk Contact on file for the ticket
    • Writes owner of CRM Account (could be defined at Contact level) into Ticket as Ticket Owner
  • Click here for the video.

Things We Noticed

  • Zoho Subscriptions default Customer Type for a subscription is “Business”, and cannot be changed to “Individual”
    • This may cause some issues downstream with the sync from Books/Subscriptions into CRM

This Weeks Reads

  • How 8000 of us at Zoho—across 12 offices—went remote in 3 days by Ritika Datta Roy, for the Zoho Blog
    • How Zoho was working remotely with 8000+ employees, spread across 12 offices in several countries, serving over 50 million users across the globe… in 3 days.

New On Zenatta.com

  • New Post
    • 5 Advanced Tips for Zoho CRM Experts
  • New Videos
    • Application Overview – SoapBox
    • Zoho Cliq – Product Overview
    • How to Set Next Activity Date in Zoho CRM
  • New Resource Guides
    • Getting Started with Zoho Campaigns
    • Advanced Zoho Campaigns Guide
    • Understanding Journeys In Zoho Marketing Hub
    • Marketing Hub Planner
    • Getting Started With Zoho Marketing Hub
    • Zoho Assist Implementation Guide
    • Getting Started with Zoho Flow

Application / Plug-In of the Week

  • Loom
    • This is our favorite tool to make quick desktop video tutorials
    • Click here for the video.

Tips and Tricks

  • Sending out text messages in Zoho Campaigns with Twilio
    • This video will help you make sure your text campaigns are sent smoothly
  • Click here for the video.