Zoho News
- Zoho Announces Zoholics “At Home”
- November 16th, speakers will include Sridhar Vembu and Raju Vegesna.
- Zoho SalesIQ 2.0 Gets A New Chat Window
- Chat window is now broken into three sections Chat List, Chat Window, & Widgets, chat management gets a big improvement.
- Gamescope EOL Announcement
- It technically got upgraded to Motivator inside CRM so nothing major here.
- Zoho Sign Adds Integration With eMudhra (India)
- If you are based out of India this integration is excellent for Digital Signature Certificate (DSC).
- Zoho Learn September 2021 Updates
- Certificates, course branding, and questions banks were added in this latest batch.
- Zoho Subscriptions October 2021 Updates
- Improvements to the customer portal with trial and subscription management.
- Zoho Backstage September 2021 Updates
- A handful of updates last month including one that just slipped into this announcement, cookie policy management.
- Zoho CRM Community Digest – September 2021
- A bunch of great updates this past month for Zoho CRM including color coding and blueprint enhancements.
- Customize Bigin Notification Preview for iOS
- You can now customize how you want your notifications to appear for your iOS device with the Bigin App.
- Zoho Expense Q3 2021 Updates
- We’ve covered all of these, but in case you missed it here is the recap.
- Zoho Recruit Q3 Update Recap
- It’s been “raining” updates for Zoho Recruit.
- Zoho Inventory Q3 2021 Updates
- More quarterly updates, the big ones this quarter were the integrations.
- Zoho Projects Q3 Updates
- Out of all the Q3 updates, this was probably the biggest with Projects 7.0 released.
- Out of all the Q3 updates, this was probably the biggest with Projects 7.0 released.
Implementation of the Week
- Zoho Sign Document Management Automation via CRM/Workdrive
- As we’ve previously discussed, Zoho Sign documents can be send programmatically via CRM deluge functions
- However, oftentimes we may want to organize and archive completed Zoho Sign documents related to the CRM customer
- Zoho Sign can trigger automation actions upon completion of documents
- Using the recipient Email address, we can search for CRM Contacts, and pull their specific Contact Workdrive folder information
- Using this information, we can automatically upload completed ZohoSign documents (including signatures) to this folder
This Weeks Read
- How to self-edit: A 5-step process by Steph Knapp
- “Every time we create, we also have to edit. “ A great 5 minute read on some processes we should all follow.
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- Eight Marketing Tips to Bolster Your Holiday Campaign
- It’s that time of year again. Have you planned out your holiday marketing campaign? Don’t wait until it’s too late, here are eight tips to get you started.
- Eight Marketing Tips to Bolster Your Holiday Campaign
Application / Plug-In of the Week
- PowerCall and SMS for Zoho
- Key Features:
- Intelligent AutoDialer: autodial directly from Zoho workflows on email opens, new leads, and any Zoho trigger event
- CRM Power Dialer: 1-click dialing, automated voicemail drop, AI-powered local presence dialing, and 2-way Zoho integration
- SMS Messaging: send/receive text messages and auto-text through Zoho workflows
- Enterprise Phone Service: Phone Numbers in 40 Countries, Intelligent Call Routing, Call Queues, and Call Transfers
- Key Features:
Tips and Tricks
- Zoho Learn Creating Spaces & Manuals 2021 Tutorial
- In this first video tutorial for Zoho Learn Tyler walks you through the following:
- Creating your first Space
- Creating Manuals
- Organizing Manuals inside your Space
- In this first video tutorial for Zoho Learn Tyler walks you through the following: