Click HERE to listen to the podcast.
Zoho Mail 2020 Review
Here’s a summary of the most important highlights from the past year:
New services for better emailing and collaboration
15 million users and counting
Workplace was named India’s best app for Office Productivity
One inbox for all your emails
Timely updates for a smooth remote work experience
Zoho Slides a New App In Under the Radar - RouteIQ
Zoho’s first NEW application of 2021 is here - Route IQ an optimized route planner for Zoho CRM. This app seems to be live and available for purchase to everyone!
Workdrive Adds Domain Feature, Support/Follow Feature, & Launches New Desktop App
WorkDrive introduces a Custom Domain feature that lets admin users create customized URL for their WorkDrive account.
New WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications.
You can now share files and folders with the WorkDrive support team with view or edit access to analyze, debug, or understand issues related to preview, formatting, and editing.
Follow important files and folders to stay up to date on all changes made by your collaborators.
For files, you will get instant notifications for version update, rename, and comment actions.
For folders, you will get notifications for create, upload, add, or remove actions.
The improved WorkDrive: reinvent work & revolutionize productivity: Part 1
Here is a complete look of the improved WorkDrive & the TrueSync App.
Zoho Campaigns Adds The 'UNDO-REDO' Buttons To Template Editor
The 'UNDO' and 'REDO' option in our campaign template editor is one of the much awaited options.
Keyboard shortcuts (Ctrl+Z for UNDO and Ctrl+Y for REDO) for MAC and Windows supported
Applicable to all components
No limit set
Zoho Founder & CEO, Sridhar Vembu, Awarded Padma Shri
Sridhar Vembu has been awarded India's fourth-highest civilian award, Padma Shri, for his contributions to trade and industry.
Implementation of the Week
Customized Round Robin based on CRM User Role Designation
Sales users are organized into roles based on physical locations
Roles are named in a standard format based on location name
On submission of a new Prospect submission (custom form), data is routed through Zoho Flow which runs a custom function to check open Prospect engagements for each Sales user at the submitted location
Custom function identifies the last Prospect assigned to each user, and then determines which one is oldest
Whichever user whose most recent Prospect is the oldest is assigned as the owner of the new Prospect
This Weeks Read
6 Steps to Successful Customer Onboarding, a Critical CX Activity that Most Companies Fail - By John Goodman for CustomerThink
From the article: Customers spread negative word of mouth (WOM)
Two major SAAS software firms found many of their clients’ IT and Operations departments failed to aggressively train the front line on how to use many of the product features. In addition, many client executives were not trained on how to generate useful reports, resulting in widespread dissatisfaction, cancellation of software contracts, and negative referrals. CCMC’s 2020 National Customer Rage Study indicates that dissatisfied customers generally spread three times as much negative WOM as satisfied customers spread positive WOM.
New Blogs, Videos, and Resource Guides
Zenatta Blogs
New Resource Guides
Application / Plug-In of the Week
Add Tasks to a Project.
View existing tasks linked with a mail.
Add descriptions, set due dates, assign owners, associate task lists and set priority for tasks.
Add mail attachments to a task.
Work across multiple projects and portals, easily.
Tips and Tricks
Zoho Desk Beginner's Guide - Basic Automation
In this 10 minute video tutorial, we cover some basic automation and workflow rules that we generally always set up for our clients.