The CRM Zen Show – Episode 99 -Grammatically Ambiguous

Zoho News

• Zoho Sheet Finally Gets The IMPORTRANGE Function
  • With this function, you can link or refer to cell ranges across spreadsheets. 
• Zoho Cliq 2020 Update Roundup
  • A nice review of all of the updates made to click so far this year.
  • If you are a Cliq user, there are a lot of great new features listed here.
• Zoho Recruit Adds Improved Homepage Dashboards
  • You can now build Role-Based Dashboards.

Implementation of the Week

• Zoho Form to Zoho CRM and Shopify Integration using Zoho Flow
  • Custom Zoho Form created to capture key information for Zoho CRM customer account
  • Form tied into Zoho Flow for custom integration
  • On submission of the form, CRM Contact and Account created, as well as a Shopify customer account with basic information that Shopify can store
  • CRM Account contains additional information to flesh out the customer account

Things We Noticed

• Copy Customization in Zoho CRM
  • You now have to uninstall all plugins in order to do a Copy Customization 

This Weeks Reads

• 4 Dos, and 3 Don’ts, for Closing Deals Over Email – By Cherryl Pressley – Chief Executive Officer at Black Pearl Mail
  • This really should just be called: How to Write an Email
• HubSpot’s COVID-19 Marketing and Sales Benchmark Data Is Trending Upward
  • This has been an interesting source for business insights
    
    
• Zenatta Blogs

• • Build Great Teams with Zoho Recruit

New Resource Guides

• Zoho CRM Data Administration
• Zoho CRM Organization Setting

Application / Plug-In of the Week

• Address Typeahead Extension for Zoho CRM
  • Address autocompletion and pick from map functionalities work in the following Zoho CRM modules: 
    • Accounts (Shipping Address
    • Contacts (Other Address)
    • Deals, Vendors, and Sales Orders (Shipping Address)
  • Address Typeahead for Zoho CRM requires the Google API Key enabled with the following services:
    • Google Maps API
    • Google Places API
    • Google Geocoding AP

Tips and Tricks

• Declutter your cloud storage
  • Folders
  • Naming Conventions
  • Tagging
  • Delete & Repeat