The CRM Zen Show – Episode 93 – We Really Do Care

Zoho News

• Increased Limits for CRM in Zoho CRM Plus
  • If you are a CRM Plus User, these are some nice increases.
    • 10 validation rules per layout, increased to 25 
    • 2 custom modules per user license, increased to 5
    • 20 active blueprints, increased to 100
• WorkDrive adds True Sync for Windows (Beta)
  • This creates a virtual folder in windows to access your WorkDrive files without taking up local hard drive space.
• New CRM Marketplace Apps
  • 13 New Apps Including
    • Mapsly, which we are testing, and so far so… very very good!
    • Updates to the Zoho Finance Suite Apps
• New Desk Marketplace Apps
  • Zoho Sign for Desk is a very nice addition.
• Zoho Finance Suite May Updates
  • Books
  • Invoice
  • Subscriptions
• Zoho Meetings Updates
  • More servers have been added to support increased demand. This is a good thing.
• Zoho Backstage Adds Some Minor Updates
  • You can now keep track of questions from your microsite visitors through the Get in Touch form in the Queries tab of the Manage dashboard.
• You can now Export Notes from Zoho Notebook
  • Excellent.  Can save to CRM be far behind?
• Check out Zoho Buzz
  • I got a nice email from Nick Glavor at Zoho, who along with Ritika, helps publish the new Zoho Buzz Monthly Newsletter.  If you like this newsletter, I’m sure you will like the official Zoho newsletter as well.  You can Click Here to Subscribe.

Upcoming Webinars

• For Formstack Documents and Zoho CRM: A Winning Combination, May 12, 2020, at 10 AM PT
  • Click Here To Register
  • Join me and Gabe Caldwell from Formstack as we discuss how to supercharge your documents with Zoho and Formstack Documents.
    
• For Our Upcoming Webinar: Zoho Desk Overview & Best Practices, May 26, 2020, at 10 AM PT
  • Click Here To Register 
  • Tyler and I will show you how to get the most out of Zoho Desk.  This will be a good one!
    

Implementation of the Week

• Zoho CRM – Syncing Deal stage value to related Account and Contact
  • Workflow trigger on an update of Deal stage
  • Deluge function to write Deal stage into linked Account and Contact
  • Deal stage value in Accounts allows for easy sorting based on engagement and customer status
  • Deal stage value in Contacts can be used to trigger drip emails via Campaigns to improve engagement during the sales process

This Weeks Reads

• Deal Performance in April Yields Cautious Optimism for May [COVID-19 Benchmark Data] – HgmubSpot – by Kipp Bodnar
  • A LOT of very interesting data.  I have no idea what to make of it. I hope they post a similar piece in June with the May numbers.
• Zenatta Blogs

• • Working From Home: 6 Ways to Stay Productive Without a Boss
    • A few more tips for those new to WFH.

New Zenatta YouTube Videos

• Zoho CRM Automation 101: Email Templates
• Automated Lead Conversion in Zoho CRM When Qualification is Complete

New Resource Guides

• Zobot Cheat Sheet

Application / Plug-In of the Week

• Fireflies.ai
  • We stopped using this for several months.  But after giving it another try, I can recommend it again.  As a bonus, the pricing has dropped significantly.

Tips and Tricks

• Zoho CRM 101:
  • Setting A Unique Custom Field For Import
    • Update records based on a unique field of YOUR choosing.
    • Here is a quick video tutorial