The CRM Zen Show – Episode 65 – Logolinism

Zoho News

• • Zoho CRM Updates
    • Creating a validation rule using functions
    • Some CRM Booking Updates
    • Scoring Improvements
  • Zoho Creator Updates
    • Global search has arrived
  • Inventory Updates
    • Now inline with the rest of the finance suite.
  • Zoho Taps Kubernetes to Drive FaaS Platform
    • A nice article about Zoho Catalyst
  • All the New Logos
    • They look very nice. To Quote Zoho, The new logos are:
      • …based on our new design language, Logolinism, which embraces simple, linear shapes to create easily recognizable product metaphors.

• • PSA: EOL for Inbox Parsing | Resume Inbox
    • Small change to resume parsing in Zoho Recruit and People

Notable Mobile Updates

• Zoho One Gets iOS 13
  • App Launcher
    • Org Tabs
    • Personal Tabs
  • A lot of Admin Enhancements
    • Admins can get Sign-in details, app, usage, and unique sign-in counts.
    • Report Filtering
    • Custom Fields
• Zoho People Gets iOS 13 treatment
  • Dark Mode / Scanning Etc.

Implementation of the Week

• Production per Initial Meeting Reporting
  • Built inside Zoho Analytics
  • Involves SQL Table built to merge Leads and Deals
  • Provides insight into the average revenue generated by each sales rep per Lead where they had an initial overview meeting
  • The framework could be used to report on revenue based on any factor inside of Leads, whether or not they’ve been converted

Things We Noticed and The Bug Report

• CRM Mail Merge documents can now be sent out via CRM workflow
  • Using Zoho Flow integration
  • Forum post: https://help.zoho.com/portal/community/topic/how-do-i-mail-merge-a-zoho-document-using-zoho-crm-workflows

This Weeks Reads

• A Comprehensive List of HTTP Status Codes
• Zenatta Blogs
  • Use Abandoned Cart Emails to Win over Undecided Buyers
    •  https://zenatta.com/abandoned-cart-emails/

• • Using Formula Fields and Custom Functions to Supercharge Zoho CRM
    • https://zenatta.com/formula-fields-and-functions/

Application / Plug-In of the Week

• PieSync Plug-in for the CRM/Books
  • Real-time bidirectional syncs contacts between CRM and Books
  • CRM: https://marketplace.zoho.com/crm/piesync
  • Books: https://marketplace.zoho.com/books/zohobooks

Tips and Tricks

• Benefits of using relay servers to send emails from CRM