CRM Zen Show

10/02/2023

Don't fret, the show goes on! The CRM Zen Show updates have been moved over to Zenatta Consulting & The CRM Zen Show. Giving you one spot to catch all the latest news in Zoho, watch the live show every Friday, keep up with events, and so much more!

01/02/2023

It's no surprise that AI is at the top of the list in this week's read 3 Personalization Trends That Will Change E-Commerce in 2023. Find out what the other 2 trends are here,

📖 https://www.crmbuyer.com/story/3-personalization-trends-that-will-change-e-commerce-in-2023-176833.html

The baseline of personalization still involves the consumer experience. Staying ahead of the trend is essential to make informed decisions. Expect the following three personalization trends to make an impact in 2023.

31/01/2023

Add custom colors to your client's Zoho Creator portal pages with this week's implementation!



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This week's implementation was taken from CRM Zen Show Episode 234 - We Have More WordPressing Issues To Discuss, and we explain our use of client portal bra...

30/01/2023

Exciting new update to report filtering, new WordPress update for Zoho SalesIQ users, and more Zoho news in this week's episode of the CRM Zen Show!



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Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, January 27, 2023, and hosted by Br...

17/01/2023

If you aren't already obtaining inbound leads, you're going to want to start with this week's read from HubSpot, Lead Generation: A Beginner's Guide to Generating Business Leads the Inbound Way by Lindsay Kolowich Cox



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Learn how lead generation fits into your inbound marketing strategy and easy ways that you can start generating leads for your company.

16/01/2023

Brett is back! In this week's episode of the CRM Zen Show, we see some cool minor enhancements across multiple Zoho apps. Learn more about these updates and all of the latest Zoho News in Episode 233 - Zoho Got A Book Job



🎬 https://youtu.be/f787KtYRF0U

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, January 13, 2023, and hosted by Br...

11/01/2023

This week's code share lets you attach a file to a Zoho Books estimate! Find this code and more over at Club Zenatta!

Club Zenatta is a forum for the Zoho Development team at Zenatta Consulting. Join us in discovering new tricks and fixing old problems.

10/01/2023

This week's read from CRM Buyer, Iterate, Don't Fail, hits on why it's important to be open to changes during development and implementation.

Implicit in the failure idea is that you succeed now and then, and it’s only to get to the successes that we seek fast failure. If it ain’t gonna work, let’s be done with it and try something else.

09/01/2023

Exciting new enhancements are coming to Zoho Creator in 2023! Catch this week's episode to hear all about the upcoming updates and much more.



🎬 https://youtu.be/wtxbFWyG7nE

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, January 6, 2023, and hosted by Tyl...

03/01/2023

Join our community over at Club Zenatta where we discuss all things Zoho! Discover new tips and code to implement, ask questions, or suggest videos.

Check it out today and become one of our 600+ members!

Club Zenatta is a forum for the Zoho Development team at Zenatta Consulting. Join us in discovering new tricks and fixing old problems.

02/01/2023

Roll in the new year with the Third Annual Zenmys! Watch to find out what apps took home the trophies and a recap of 2022.

#2023

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Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Wednesday, December 28, 2022, and hosted b...

27/12/2022

Sometimes a refresh is better than new. In this week's read, Content Refreshing: How To Update Old Content And Boost Your Traffic, Zapier writer Rochi Zalani gives us insights on how to give life to old content.

Content refreshing is a beast. Which posts should you update and which should you leave alone? What if traffic tanks? Learn how to do it right.

26/12/2022

Rounding out the year with one last show before the Zenmys next week! Catch all the latest Zoho News and some added holiday cheer in this week's episode of the CRM Zen Show!



https://youtu.be/3CzwzJ-i8WY

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Thursday, December 22, 2022, and hosted by...

21/12/2022

Sort a list of maps in Zoho Creator by using this week's code share! Check it out over on Club Z https://club.zenatta.com/groups/code-share-group/forum/topic/sort-a-list-of-maps-by-a-value-zoho-creator/ -1477

20/12/2022

Short, but great CX read this week from the team over at Destination CRM. Personalization can take your customer relationships to another level.



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Consumers have come to appreciate the individualization of algorithm-powered product recommendations-and if anything, they want these interactions to be even more customized. Consistently achieving that is impossible without automation.

19/12/2022

Some exciting new updates to Zoho Desk and more to round out 2022. Don't miss our conversation on ChatGPT as well, very cool but a little... intimidating.



🎬 https://youtu.be/j2hyN8r-yA0

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, December 16, 2022, and hosted by B...

14/12/2022

No more boring sales proposals! With this week's pick, Qwilr, you can dynamically create a microsite to host your sales proposals. This might just be the next big way to make your pitch!



Check it out at

Create professional proposals and close more deals with Qwilr's proposal software. Book a demo or start your Free 14-day trial – no credit card required.

13/12/2022

SMS marketing doesn't work in every situation but used correctly is a beneficial marketing tool! This week's read What is SMS Marketing? How Does it Work? gives us insights into how to get the most out of those SMS messages.

What is SMS Marketing? How Does it Work? (4 Best Practices) By Syed Balkhi - December 6, 2022 0 4 views Tweet Have you tried using SMS marketing for your business? SMS marketing is a form of mobile marketing that uses text messages to promote products or services. It is commonly used by businesses t...

12/12/2022

Zoho keeping us busy with lots of news this week! John, Director of Finance at Zenatta, joins Brett & Tyler to recap this month's updates to the Zoho Finance Suite. And Zoho has introduced Zoho Webinar!



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Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, December 9, 2022, and hosted by Br...

10/12/2022

It's that time of year! The Zenmys are back! Even though there weren't any new applications added to Zoho this year, there were TONS of updates to the current lineup. Vote for your favorite and tune in on Dec. 28th to see which app takes the trophy.

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Your response would be greatly appreciated.

08/12/2022

New to Zoho CRM? In this week's tip, Tyler walks us through the first 3 things we do in any new Zoho CRM. Editing modules, layouts, and user permissions will kickstart your CRM!



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Here are the first 3 things we do for our clients in their new CRM. You won't want to miss the last tip on user permissions!

07/12/2022

Automatically create beautiful step-by-step guides using this week's app, Tango! This unique browser extension will build a guide using screenshots, callouts, and everything in between. A super slick, easy-to-use app with endless use cases.

Automatically create beautiful step-by-step guides with screenshots, in seconds.

06/12/2022

This week's read will kickstart your CRM in the right direction. 3 Best Practices for Turning Customer Data Into Marketing Insights, written by Diane Keng, steps you through what you need to be thinking about when first setting up your CRM.

With the sheer scope of data being generated, how can you best use consumer data for marketing to create a consumer experience that's relevant and useful?

05/12/2022

You don't have to wait to watch the latest CRM Zen Show episode! Listen now to hear about all the recent updates in Zoho. There's a lot to cover with a review of all the fall updates in Zoho CRM and cool new enhancements.



🎬 https://youtu.be/h-UEU-IJWXw

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded Friday, December 2, 2022, and hosted by Brett...

01/12/2022

If you are using Zoho Campaigns, you are not going to want to miss this tip! Wayne walks us through how to make some important changes in the Topic Settings so that campaign recipients don't accidentally unsubscribe from all topics.

At Zenatta, we understand how to build a Zoho CRM that your employees will use. We help you build a great sales channel, and give you the tools to grow your business.

30/11/2022

This week’s pick is one of Brett’s favorite applications, MyFitnessPal. Easily scan and track your eats to keep on track of your nutrition goals. Especially helpful this time of year when goals seem to slip your mind.

Take control of your goals. Track calories, break down ingredients, and log activities with MyFitnessPal.

29/11/2022

Work from home lunches can get boring or sometimes even overlooked. Take a break to read this week's article, 13 Work From Home Lunch Ideas Worth Taking A Break For by Steph Knapp over at Zapier.

https://zapier.com/blog/working-from-home-lunch-ideas/

What do remote workers eat for lunch every day? I asked them—here's what I heard about how to make your WFH lunch better.

28/11/2022

After scrolling through the online deals today, kickstart your week with the latest Zoho news and updates. Tune in to hear Brett say Ulaa-La and learn about Zoho's new browser!



🎬 https://youtu.be/FctOHCRR4-E

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded Wednesday, November 23, 2022, and hosted by B...

25/11/2022

A CRM without customized views is like Black Friday without any sales, it just doesn't make sense. In this week's tip, Tyler guides us through how to set up custom views and filters to organize your CRM.



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Creating custom views and filters keeps your CRM organized, increasing your productivity. Here are some tips on how to customize Zoho CRM!

23/11/2022

Josh on our team uses this week's application all the time. Zoho Cliq Message Card Builder preformats different features in a Cliq message with the deluge code written for you!

https://zcu.io/8jr3

Zoho Cliq, a team communication app powers business productivity by organizing people, conversations & workflows in one single place. Sign up now!