Zoho News
- Advanced Filters Reporting in Zoho Books
- Reporting in Zoho Books gets some needed filters.
- Introducing Zoho Sign’s integration with WebMerge
- WebMerge gets full Zoho Sign Integration
- Zoho WorkDrive Updates
- Some major updates here
- You can now migrate from Zoho Docs to Zoho WorkDrive. Here is how to request access:
- A request must be sent by email (to support@zohoworkdrive.com) from the Super Admin of a Zoho Docs Org or from a team member with the Super Admin CC’d on the email. Once we receive the request, we will then enable the WorkDrive Migration tab for the Super Admin in their Admin Console.
- And G-Suite to WorkDrive (Send a request to the same email address above.)
- External sharing of Documents and Folders
- You can now migrate from Zoho Docs to Zoho WorkDrive. Here is how to request access:
- Some major updates here
- Zoho Doubles Down in Latin America with New Office in Mexico
- Zoho opens more offices.
- Upcoming Webinar: Advanced CRM analytics using Zoho Analytics
Non-Zoho News
- Some updates for Gmail users:
Things We’ve Noticed
- Zoho Books and CRM Integration – CRM Trigger Points
- You can now automatically create and delete estimates and invoices in Zoho Finance based on a deal stage.
- Settings>Marketplace-Zoho>Click Manage on Zoho Finance Suite and scroll down to the CRM Tigger Points section and hit change.
- Zoho Recruit for Beginners on Zohospark.com
- A new Zoho Training course
This Weeks Read
- 5 (Biggest) Present Day CRM Myths- Debunked and Busted
- A quick and spot-on read.
- Martech stack utilization is a misguided metric (when it’s disconnected from value)
- A deep look at Marketing Technology value and utilization.
Plug-In of the Week
- Hunter.IO
- A nice tool for email discovery while prospecting.
Tips and Tricks
- Tip of the fortnight 8 – Streamline your payment form’s checkout process for improved conversion
- Another very detailed Zoho Forms tip from Zoho.