The CRM Zen Show Episode 239 – Club Z Comes Full Circle

Zoho News

New Features

• Zoho Voice Introduces Call Branding In The US
  • Let your caller know it’s you by using Zoho Voice Call Branding!
• Zoho LandingPage Rolls Out SEO Insights
  • Pull more organic traffic by taking advantage of the new SEO on Zoho LandingPages.
• Integrated Customer Reports Dashboard
  • You can now monitor your PPC on LandingPages with GoogleAds and Zoho CRM.
• Introducing The Employee Engagement Module In Zoho People
  • Get to know how your employees are really doing with this new eNPS survey.
• Citations & Bibliography In Zoho Writer
  • A super useful addition for those that need to cite sources!
• New Features In Zoho Analytics & DataPrep
  • A handful of enhancements including updates to Zoho Analytics data visualizations and Zoho DataPrep workspaces.

Zoho CRM Updates

• Round Up Of Recent Zoho CRM Enhancements
  • Some great new feature updates and Zia enhancements to kick off the first part of 2023.
• Updated Zoho CRM Email Parser
  • Out with the old (on June 1st) and in with the new, more powerful email parser.

Other App Updates

• 21 CFR Part 11 Compliance In Zoho Sign
  • If your company is regulated by the FDA, check out how Zoho Sign can help you stay compliant.
• Enhancements To Zia For Emails
  • Let Zia help with its new custom email intent feature!
• Zoho PageSense Turns 5 – Anniversary Discount
  • To celebrate 5 years, Zoho PageSense is offering 40% off the annual plan.

Implementation of the Week

• ZAnalytics/ZInventory For Composite/Component Item Sales Reporting
  • In ZInventory, we can use Composite items to create sellable SKUs that are made up of a combination of other SKUs
  • That being said, the ability to report on these items natively through ZInventory is relatively limited
  • In this implementation, we leveraged ZAnalytics to “unbundle” the sales and purchase data from the Composite level to the Component level
  • This allows us to provide reports that distribute sales and cost values down to the Component level, even if sales/purchases were recorded for the Composite item

Code Share of the Week

• Creating A Date Reference Table In Zoho Analytics 
  • Sometimes you need to represent every day over a time period if you are combining data sets that use different dates, or if you are trying to create a dashboard with a filter to show you a snapshot of what metrics looked like on a particular day/week/month.
  • Here is a process for creating such a table to whatever your specifications may be.

This Week’s Read

• Top 4 Sales Technology Trends To Watch In 2023
  • Keep these tech trends in mind as your organization grows this year!

New On Zenatta

• Zenatta Blogs
  • Zoho CRM Full Product Overview – 2023
    • If you missed the webinar last week, no worries. Give this overview a read-through or watch the recording!

Tips and Tricks

• The Best System Design For A Zoho CRM Lead Form Capture
  • We’ll show you how to capture a lead inside a custom module, build workflow rules to process the lead and notify the sales rep.