View Zoho Inventory details right inside Zoho CRM 

The Zoho Finance Suite integration now includes Zoho Inventory sync with Zoho CRM. You no longer have to switch between the two applications to see the inventory details of a customer in CRM. You can now see Ordered Items, Shipment Status and the Packages Related List in the Detail page of accounts and contacts in Zoho CRM. Learn more>>

Associate a Social Related List to an account in Zoho CRM 

The Social related list, which was available only for the Leads and Contacts modules, has now been extended to the Accounts module. The Social related list has also undergone a revamp with respect to the user interface. It looks a lot better and offers the following additional features: 

• Earlier, you were only able to associate a Facebook profile to a record. You can now search and associate a Facebook page to a contact/lead/account. 
• While searching for a Facebook page or profile, you can narrow down your search using keywords right within the Social related list. 
• You can see the entire timeline/list of updates from your customers under Streams in their Social related list. 
• You can also see a record of all your social conversations with them under the Social Interactions section. 
  Learn more>>

View total number of records in each saved filter

Advanced filters in Zoho CRM now let you see the total number of records against each saved filter, which are updated real time. A quick snapshot of the total records in each filter will help you easily gauge the status of sales activities in your organization and also enable you to plan your ensuing actions better. 

For instance, if you have saved a filter called "Idle leads", having a tab on the total number of idle leads every week will help you judge the progress of activities in your company - and any day you see an alarmingly high number of idle leads, you can immediately assign the records to sales reps and apply further actions on the records. Learn more>>

View custom fields added from Zoho Projects inside Zoho CRM 

The Zoho Projects integration with Zoho CRM now lets you view the custom fields you may have added in Zoho Projects right inside Zoho CRM. You can capture additional information from within Zoho CRM with these custom fields.  Learn more>>

We are positive that you find these updates useful. Let us know any questions or suggestions you may have by commenting below. 

Regards

Vaagdevi Ravishankar