The CRM Zen Show – Episode 90 – Zoho Flowbee

Zoho News

• Zoho Adds the Ability to Create Custom Permissions for Extensions
  • Custom permissions are a new type of permission that you can provide in the extensions you develop.
• Zoho Booking now includes a free version of  Zoho Meeting
  • It is available in all pricing plans including the Free plan until July 1st
• Zoho Social Now Has Facebook Reviews
  • The feature adds the Facebook Reviews column to your Monitor tab
• Zoho CRM Security Profile Increase
  • The number of roles in the professional edition has been increased from 10 to 25.
• Zoho SalesIQ for Apple TV
  • No post is up on this. But an email went out.  Looks like this could be the replacement for Motivator?
• The Zoho People April Newsletter is now Online
  • Here is a sneak peek at some new features.
    • Track the on boarding actions of your candidates
    • Create assessments in LMS
    • Design learning plans based on certain goals
• Zoho Webinar: What HR should be doing during this pandemic
  • With Guest Speaker Nick Holley.
    • This will be an interactive session where Nick will answer questions, every 10 minutes during the webinar.
• Zenatta Webinar: Zoho Analytics – Overview and Best Practices
  • We will cover Tips and Best Practices used by the Zenatta team when setting-up and implementing Zoho Analytics. 

Implementation of the Week

• Automated Event creation via Zoho CRM Deals with email invites to all related Contacts
  • Can be trigger via a workflow, custom button, or blueprint
  • Reads Contact Roles related list in Deals module
  • Adds all Contacts in Contact Roles as participants
  • Triggers email notifications with a calendar invite to each participant automatically via script

Things We Noticed

• Zoho Flow now has a system-defined variable for the current date
  • Minor update, but very nice to have for heavy Flow users
• Zoho Sign Changes Review and Sign Process
  • It is now much easier to review the document prior to signing.

This Weeks Reads

• “Your foolproof plan to master team collaboration in 2020”, Zoho Blog – By Manasa M
  • Nice use cases for Zoho Cliq to Drive Remote Team Collaboration 
• Will a cloud-based rural revival be jump-started by today’s remote work surge? – Diginomica – By Sridhar Vembu, CEO Zoho

Zenatta Blogs

• Transitioning to Remote Customer Service With Zoho Assist

New Zenatta YouTube Videos

• Automatic generation of Invoices and Packages on the creation of a Sales Order using Zoho Flow
• Setting up the Twilio SMS Extension for Zoho CRM

New Resource Guides

• Zoho Creator Quick Start Guide
• Intro to Deluge Workflows

Application / Plug-In of the Week

• Zoom
  • The best there is when it comes to remote conferencing.

Tips and Tricks

• Zoho CRM Automation 101: Workflows
  • Check out this video on how to set up some basic workflows for your organization.  Never let any task fall through the cracks again.