The CRM Zen Show – Episode 98 – Can You Round Up To 15?

Zoho News

  • Analytics Updates
    • New Charting and Import features
  • Zoho Creator v2 APIs Migration Time is Here
    • Zoho Creator’s v1 APIs will reach their end-of-life on 3rd February 2021
      • So you still have some time to make the change
  • Enhanced Zoho Writer and Zoho Forms Integration
    • You can now customize output options after a form submission
  • Zoho June 2020 Finance Suite Updates
    • Books
      • Create price lists with volume pricing
      • Lock individual modules
      • Track staff costs by the hour
    • Invoice
      • Create price lists with Volume Pricing
      • Set permissions for custom fields based on user roles
      • Send an SMS for outstanding customer balance
    • Inventory
      • Amazon UK Integration 
      • UPS International Shipping
    • Subscriptions
      • Partial Payments for Subscriptions with Auto-charge Enabled
      • Social Share Buttons for the Hosted Payment Pages

Notable Mobile Updates

Implementation of the Week

  • Zoho Analytics – Deal snapshot to track movement through pipeline overtime
    • Zoho Analytics Snapshot captures and logs your data-set at set intervals 
    • Snapshot can be set to run daily, weekly, monthly etc.
    • For Deals, this can be used to track the movement of your Deals through Stages on a regular basis
    • This can be very helpful for tracking salesperson effectiveness at pushing Deals forward, as well as tracking CRM compliance.

Things We Noticed

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Outgrow Extension for Zoho CRM Key Features:
    • Lead Generation: Generate leads using a range of Outgrow experiences, including calculators, quizzes, recommendations, forms, surveys, chatbots, polls, contests, and assessments.
    • Qualification: You can qualify and grade your leads using the data you collect with Outgrow. And then send graded leads to your Zoho CRM.
    • Segmentation: Outgrow experiences can be used to ask questions of your clients interactively. The data collected by these questions can then be segmented using multiple criteria, and then added to your Zoho CRM.
    • Automation: Automatically follow up with your leads collected on Outgrow either within Outgrow or after sending lead data to Zoho CRM.

Tips and Tricks

Billy

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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