Zoho CRM Community highlights - 2017 

Zoho CRM Community highlights - 2017 

Happy holidays, everyone! And on that joyful note, we've got some good tidings to share. 

2017 has been a happening year for the Zoho CRM Community for many reasons. Over the year, our Community has built itself to create a space where you, our users, engage with each other, our product experts, and a few Zoho partners. The launch of the Community Learning Series this year fueled increased interactions and engagements among the community members. Here's a quick recap from this year.

Here's a bunch of content resources we've developed in 2017 to help you use your CRM easily and effectively: 

Custom Functions:


The Custom Functions series entails a new program every week to help our users build solutions a little outside-the-box. Our product experts come up with a Custom Functions every Tuesday and provide you with the code that helps you workaround some requirements and challenges in Zoho CRM. Take a look at all 22 Custom Functions, published in 2017 here.

Tips, tricks, and hacks:

Our experts give out a tip every Thursday and a hack every Wednesday. We play out a business scenario with screenshots and explain how you can do it in a simple yet efficient way. 

The hacks from the support desk give you folks a workaround to any snags you might have hit while working your CRM. Step by step instructions help you make the most of your CRM! Take a look at the 26 tips and 21 hacks we've shared in 2017!  

We've wanted to engage more closely with you all and bring the community closer. Here are a couple of initiatives we came up with to not only make CRM learning more interactive, but also to get a collective insight from you all on where and how we can keep getting better at what we are doing! 


With close to 500 questions from over 400 different community members, the Ask the Experts series hasn't failed to be a hit, every month. We at the Community, pick one module in Zoho CRM that has been frequented on the Zoho CRM forums or the support desk and get our panel together to be available for you, 5 hours at a stretch. From customizing Zoho CRM to automating CRM workflows, we've touched base with many of you, on topics that are most discussed. What's more? We had a few of you helping out each other and sharing your expertise! Take a look at the 4 "Ask the Experts" sessions from 2017  here.  

Focus Groups:


Zoho CRM is built to suit businesses of any type. As our developers get busy prepping a feature request that's up on common demand, or those features from which you can derive more benefits, we set about to the premier or demonstrate such features to those of you who've requested or showed interest in it. The Focus Groups this year were set around an array of topics including the Finance suite integration and PBX integration with Zoho CRM. 

Take a look at the 5 Focus Groups from 2017 here.


An online medium to engage with our users and partners is great and allows more of us to join a discussion from wherever we are. We also wanted to make it possible for you to engage with our partners and us offline too! What better way than to have offline meetups to connect with your peers from the same city ?! So we headed out to four of India's most popular cities and connected with some of you through our Offline Community meetups! And here's the big news- the meetups will soon come to a few cities in the United States and Europe! Watch this space for more updates.

Community digest:


We do not want you all to miss out on the actions in the community. We thought it best to give you a compilation of the most discussed topics, product updates and announcements, and other useful discussions through a monthly Community Digest. To stay updated, follow the Community Learning Series.

Thank you all for participating and working towards making the Zoho Community awesome. Count on us to be back next year, full throttle, with exciting new activities for you! Also, stay tuned for the Community's all-new look and feel, with us transitioning to a new and better platform, very soon!  

Happy holidays and wish you all a happy and happening 2018!

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