The CRM Zen Show – Episode 57 – I Can’t Be Managed

Zoho News

• Zoho Meeting Webinar Updates
  • Adds engagement tools and the ability to add Meeting events to a calendar.  
• Zoho Recruit – Candidate matching with AI
  • Not sure this is AI, but Recruit will now try and match candidates with a job profile.
• Zoho Analytics Weekly Updates
  • Some nice new data import functionality.
• Zoho Campaigns Drag and Drop “Workflows”
  • Zoho gets a big chunk of Marketing Hub features.  We talk about this quite a bit on the show. Things are getting a bit muddled between Campaigns and Marketing Hub.
• Zoho Sprints Updates
  • Tags and Work Progress Limits are the big ones in this nice update.  
• Zoho User Group Meetups Q4 – 2019
  • The last ZUG meetups for 2019.  

Notable Mobile Updates

• Zoho Meeting Mobile Apps Update
  • You can now start a Webinar from the iOS app.

Case Study of the Week? Install of the Week?  Cool Thing of the Week?

• On the show, we discuss in detail how Flow solved a client’s issue.
  • Zoho Flow for complex Form integration 
    • Zoho Flow – integration tool
    • Create records in multiple modules
    • Link records together

Things We Noticed and The Bug Report

• No links here, but some changes to Zoho Sign that we noticed:
  • Zoho Sign Changes – Updated Legalizes on Signature
  • Zoho Sign rolling out blockchain

This Weeks Reads

• Everything You Need to Know About Brand Management
  • HubSpot Blog – Written by Allie Decker
• Zenatta Blogs

• • How to Create Forms That Convert

Application / Plug-In of the Week

• Todoist
  • We are really liking this application.  Worth taking a look at this for some centralized task management.

Tips and Tricks

• Zoho Workdrive – Managing Team Member Roles – Video Tip
• Zoho Sheets – Aggregated Charts How-To