The CRM Zen Show – Episode 62 – The Cloud Room

Zoho News

  • Zoholics Developers Conference 2019 – Pleasanton, California
    • Zoho rolled out a new Dev Platform called Creator One.  It has some new applications called Sigma and Catalyst that allow for the rapid deployment Zoho Applications and Extensions to the Zoho Market place. We talk about this in detail at the beginning of the show this week.
    • We also have a nice interview with Connor Anderson, Zoho Partner Account Manager and Purvi Ruparel, Zoho Partner Program Strategy and Marketing Manager
  • Zoho Writer Updates
    • Some really nice new Table and Image controls
  • Zoho Sign Get’s Zapier Integration
  • Zoho Meeting: Latest Features, Enhancements, and Bug Fixes
    • You can now use email to promote your webinars and engage your leads with our Zoho Campaigns integration.
    • Your webinar attendees can now view the results after they participate in a poll during your webinar.
    • Zoho Meeting now offers a sound level animation for your computer audio, so you can test your audio equipment before you enter a session.
    • And some Mobile app updates
    • G2 names Zoho Meeting a 2019 Leader in Best Webinar Software
  • The current state of SCA compliance in Zoho Subscriptions
    • Update on Zoho’s compliance with Strong Customer Authentication (SCA), which is a regulation by the European Banking Authority (EBA), which requires multi-factor authentication for payment gateways.

Notable Mobile Updates

Implementation of the Week (We discuss this at 31:10 of the Podcast)

zenatta youtube page featuring zoho one top viewed video
  • Cash Flow reporting via Projects
    • Each Task is assigned a “Billable Total” value
    • Each Task Status corresponds to step of cash flow
    • Analytics report aggregates Tasks based on Status and projects cash flow based on scheduled dates to complete tasks

Things We Noticed and The Bug Report (We discuss this at 34:30 of the Podcast)

  • Connect Adds Integrated Tasks
    • You can now view and update your CRM, Projects, and Connect tasks all inside the Zoho Connect Task Interface.

This Weeks Reads

Application / Plug-In of the Week

  • Real3D FlipBook WordPress Plugin
    • The best WordPress Plugin for WordPress that allows you to display PDF’s in many different styles.  
      • Customizable flipbooks. 
      • Fully responsive, optimized for mobile. 
      • PDF text search.
      • PDF hyperlinks
    • You can see it in action over at, in our new GUIDES section.

Tips and Tricks






Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.