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