This Week in Zoho News - CRM Zen Show Episode 125

This Week in Zoho News - CRM Zen Show Episode 125

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Zoho News

  • 5 Updates Released for Zoho Analytics

    • This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more.

  • Zoho Show For Android Update Adds Download Repository

    • Zoho has added a "View Downloaded files" section to the Show app for Android, allowing you to view PPTX, PDF, or JPEG files from a single location.

  • Zoho Commissions CRM Essentials Research Survey: US and Canada Adjunct Surveillance Survey

    • The data shows that 62% of U.S. and Canadian companies don’t inform customers that they allow tracking code from third-party services on their websites.

Implementation of the Week

  • UTM Tracking for CRM Leads via Zoho Forms

    • Zoho Forms has specific settings for UTM Tracking

    • First, Z Forms code is embedded in the footer of all pages on the website

    • UTM Tracking fields added to Zoho Forms - CRM integration

    • Simple iFrame embed used to add Form to website

    • On submission of Form, UTM Campaign, Term, Click ID all are captured and submitted

This Weeks Reads

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • SMS-Magic

    • On our webinar last week about RingCentral and Zoho I was asked about good SMS solutions.  I left this one out, and I heard about that omission from quite a few of you. :)  This is the ALL-TIME TOP rated extension in the Zoho Marketplace with 590 Reviews, of which, 543 are 5-STAR.  

  • Some of its Key Features Include:

    • Two-way SMS and MMS conversations, featuring a simple interface that empowers reps to quickly deliver rapid sales responses and service resolutions with SMS templates.

    • Automated compliance management, auto-responses, personal profiling, surveys, scheduling, and SMS campaigns.

    • View an entire history of all conversations, across Zoho modules, within each record. Users share a 360˚ history of every record’s messaging conversations, to give each buyer a personal touch.

    • Track & analyze responses, manage Sender IDs, receive delivery reports, and opt-outs.

    • You can get the full details from the companies website.

Tips and Tricks


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                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • How to Add Users to your Organization in ZohoMail?

                                                A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


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