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
  • You can now add Zapier to Zoho Sign’s growing list of Integrations.
• 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

• Brand new Zoho Expense for Android
  • Zoho Expense 2.0 for Android.
    • A new dashboard, Zia and Approval Flow
• Zoho Mail for iOS 13
  • Dark Mode and Scanning
• Cliq for Android
  • Biometric Unlock to give Android parity with iOS applications.

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

• 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

• KPI Dashboards & How to Use Them in Your Marketing – By Rob Ristagno
  • A nice article on how to set up dashboards that show you what you need to know. 
• Zenatta Blogs

• • Inbound Marketing Made Easy with Zoho Forms and Zoho CRM
    • Forms and CRM integration made easy.

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 zenatta.com, in our new GUIDES section.
    • Example – Getting Started with Zoho Flow

Tips and Tricks

• How to localize your product prices in Zoho Subscriptions
  • This tip allows you to set pricing based on Region and Currency and can be triggered based on IP address.  So a US IP gets pricing in USD, and a European Union IP gets pricing in Euros.