Click here to listen to the podcast.
Bigin Android App Adds a Pipeline View
Zoho has now added support for Pipeline View within the Bigin Android App
Motivator for Zoho CRM Released
This is Zoho CRM Replacement for Zoho Motivator. At first glance it looks pretty good. Not as customizable as the old Motivator app, but still very useful.
Zoho Payroll Is Now Available in Washington State
If you would like early access to the Washington State Edition of Zoho Payroll, email: support@zohopayroll.com.
Zoho Sheet Adds Spell Check
Zoho's spreadsheet software now supports spell check using Zoho Writer's Zia.
Zoho BackStage Now Supports Offline Payment Mode
This allows people to book the event and pay in person or at a later time. Here are the details.
CRM List View UI Roundup
We have been talking about the changes to CRM List Views for a few weeks now. Here is a post from the Zoho CRM team going over them in detail. These are some really nice changes.
PSA: Zoho Vault Chrome Extension
The latest version has issues. Zoho has now rolled it back, so you will want to revert if you are seeing issues.
Most Popular Marketplace Apps for Zoho CRM in 2020
Zoho has just published a list of the top integrations for Zoho CRM.
I was a bit surprised by the #1 spot - WhatsApp.
Facial Recognition in Zoho People
Zoho People now has the ability for employees to clock in and clock out using Facial Recognition.
This works by capturing your employee’s image when they check in or check out. It then matches the captured image with their profile picture in Zoho People. The check-in or check-out attempt will not be successful unless both the images match.
Implementation of the Week
Zoho CRM to TalentLMS Integration via Deluge
Subform created in Deal record to record the user information being sold to permission client users for access to courses
On custom button press, a Deluge function is triggered to organize the subform information into a JSON list of users
These users are sent via a webhook to a Zapier endpoint, which parses information into TalentLMS users
This Weeks Read
Customer Experience at Netflix: 6 lessons we can all learn from! - By Steven Van Belleghem @stevenVBe for CustomerThink.com
A key quote from the Article: “The Netflix culture manifesto states: “Our core philosophy is people over process. More specifically, we have great people working together as a dream team. With this approach, we are a more flexible, fun, stimulating, creative, collaborative and successful organization.” The latter has obviously just as much to do with employer branding in a raging talent war as with fostering creativity, innovation and continuously seeking better experiences for customers.”
New Blogs, Videos, and Resource Guides
Zenatta Blogs
New Resource Guides
Application / Plug-In of the Week
A quick way to manage and add leads, contacts to Zoho CRM from Gmail. Highlights Include:
Create new leads and contacts right from Gmail.
See complete lead/contact detail when you open a mail.
Add tasks, events, log calls for a customer.
Create deals and notes for instant update.
Convert leads to contacts, add, edit and delete notes, events, tasks, log calls using this powerful extension. It's easy to use interface helps you see all the information when you need it.
Tips and Tricks
This 13 minute video will show you everything you ever wanted to know about managing a customer support Ticket in Zoho Desk.