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

• The Project Dashboard is now accessible in  the Zoho Projects mobile application
  • This is in the latest version (v3.3) of the Zoho Projects Android app. 

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

• Zoho is renaming CRM “Events” to “Meetings”
  • For New Signups – 15th June (Monday) 
  • For Existing Customers – from 20th July (Monday)
• You can now clone CRM dashboard components

This Weeks Reads

• 5 Ways to Use Audio in B2B Marketing – HubSpot Blog – by Amanda Zantal-Wiener
  • Some really good ideas here beyond a podcast.
• ProTips: 5 ways to increase conversion rates with interactive content – Zoho Guest Blog –  By Etee Dubey from Outgrow.

New Zenatta YouTube Videos

• Zoho CRM Modules – Basic Breakdown and Explanation
• Zoho CRM Workflow Rules – Basic Breakdown and Explanation
• Zoho CRM – Email Setup

New Resource Guides

• Zoho CRM Custom Apps: A Beginners Guide
• Zoho CRM Data Security

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

• Setup Rules to Auto Delete Tickets in Zoho Desk
  • This tip uses both a custom function and a workflow rule