This Week in Zoho News - CRM Zen Show Episode 135
Zoho News
- PageSense Palooza
- A TON of new updates and features added to Zoho PageSense:
- Early Access Release To New Bigin Updates
- Bigin adds 4 new updates that are now available for early access:
- New pipeline view
- Customizing module names & rearranging fields
- Enhanced search
- Zoho Books/Invoice integration
- Bigin adds 4 new updates that are now available for early access:
- Zoho Projects Adds Week & Day View Inside Calendar
- You can now view either week or day of milestones, tasks, issues, meetings, and events inside Calendar.
- Zoho Desk January Updates
- A handful of quality enhancements were added:
- New help center preferences
- Ability to hide or show static reports
- Enabled ability to rename statuses while creating a blueprint
- A handful of quality enhancements were added:
- Zoho Desk Releases Multi-Layout (Beta)
- All modules now support multiple layouts inside Zoho Desk. Beta is open to all Enterprise, Zoho CRM Plus, and Zoho One Customers.
- All modules now support multiple layouts inside Zoho Desk. Beta is open to all Enterprise, Zoho CRM Plus, and Zoho One Customers.
Implementation of the Week
- Auto-generation of Zoho Workdrive shared folder on new Account creation using Workdrive plug-in for CRM
- This plug-in installs a widget into Contacts, Accounts, and Deals that allows for easy management of record specific files
- Normally, you would need to manually create these folders, but this plug-in now supports a workflow action to automatically create them within this related list
- Once the folder is created, we can trigger further actions from Workdrive into the Account, as the two records are linked by creation via the plug-in
This Weeks Read
- A CRM Agency’s Secret Weapon: The Data Scientist - CRM Magazine - By Rekha Gibbons, Chief Operating Officer, Raare Solutions
- This article highlights the things we preach at Zenata on a daily basis. Keep your data clean, and get the most out of your data with a good BI tool. (Zoho Analytics)
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- New Resource Guides
Application / Plug-In of the Week
- Twilio SMS/MMS/Whatsapp Extension for Zoho CRM - From the team at Deluge on a Luge
- We have discussed this application before, but it has risen above the pack in recent months. It “just works” and it works very well. Key features include:
- Send SMS/MMS/Whatsapp messages from an iMessage style interface
- Receive customer replies directly in your CRM and on your smartphone
- Send templated messages to leads, contacts, deals, and any custom modules
- Send automated messages via workflows
- We have discussed this application before, but it has risen above the pack in recent months. It “just works” and it works very well. Key features include:
Tips and Tricks
- Zoho Campaigns Beginner's Guide How To Set Up Signup Forms
- In this 10-minute final tutorial of the Zoho Campaigns beginner series, we cover all of the steps involved in creating signup forms.
Topic Participants
Wayne Martin
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. ____________________________________________________________________________________________________________