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Issue #11 | Zoho Buzz | Feb 2022

Zoho Enterprise

Accomplishments from 2021, new office announcement, and introducing Zoho Cliq 3.0

In this issue, we talk about:

Implementation mistakes you could be making

New office locations

Updates to Zoho CRM, Mail, and Cliq

Customer highlight & learn from our leaders

Industry recognition

FEATURED STORY

The Zoho Dojo

Tips, trends and insights from our team

We’re introducing a new segment in this month’s newsletter. Each month experts on our team will share their knowledge, insights, and tips based on real-life challenges they’ve encountered with Zoho customers. And we’re kicking things off with a note on the importance of role-based data security features inside Zoho products.

Internal data is a valuable resource, but only when safeguarded and governed. When administrators, end users, and managers have the same level of access and visibility permissions it leads to operational inefficiencies, reduced trust in your data, and increased security risks.

That’s why we urge Zoho administrators to utilize role-based security features from day one.

    To protect customer data and ensure integrity, it’s the administrator’s job to:

  • polygon Assign roles for users
  • polygon Define module and field-level data sharing permissions
  • polygon Be proactive in deciding who sees what inside your CRM or other system

By setting data visibility and sharing restrictions across your organization, you won’t have to think twice about trusting your numbers. And you won’t have to waste critical hours ensuring the data in your system is clean.

We’re looking forward to sharing more tips with you every month!

Interested in learning more about the administrator’s role?

Join our exclusive webinar on Feb. 17th.

Save your spot here

hexagon

Adding Offices around the World

Keeping with our belief in transnational localism, we’ve extended our footprint in the USA and MENA with two new offices.

hexagon

Implementality Podcast

Optimizing your Zoho tech stack for efficiency, longevity, and growth.

After talking with account managers, customer support team and customers, we’ve realized something: a lot of you keep running up against the same problems when it comes to making your Zoho system work for you, and not the other way around. So we’re making a podcast all about that.

In Implementality, the latest podcast from Zoho for Enterprise, we share strategies and tactics to create next-level efficiency, production, and growth in your company. With quick 10-minute episodes, our hosts cover common implementation mistakes, how to find permanent solutions to band aid fixes, and much more to ensure you are using your tech stack to its full capacity.

Episode 1 premieres Tuesday, February 22nd on Apple Podcasts, Spotify, or wherever you listen to podcasts.

PRODUCT UPDATES

What's new

Zoho marketplace

Zoho CRM’s Winter ’21 update brings you new features, like client scripting, an improved forecasting and reporting system, enhancements to Zia, omni-channel communication, and a few more exciting additions. Check out what’s new here!

Zoho marketplace

Say hello to the all-new Tasks by Zoho Mail—an enterprise-ready task management application that helps you create and assign tasks, set priorities, choose the view of your choice, and organize and track your work.

Zoho marketplace

With 40+ new languages, Zoho Desk now provides proactive and reactive multilingual capabilities to provide a well-rounded customer support experience.

Zoho marketplace

What if we told you that now you can listen to important messages, have meetings, send messages, and attend calls—all on the go? Get Zoho Cliq for CarPlay, and you can do all this and so much more.

Zoho marketplace

Zoho Survey’s new features include the ability to add timers and track respondents’ geolocation to ensure data validity, improved reporting, and a new offline feedback collection app on iOS and Android.

Zoho marketplace

Manage your virtual trade shows with Zoho Backstage. You can now add more breadth to your regular virtual events and maximize your ROI by giving sponsors and exhibitors an online space to reach attendees.

CUSTOMER HIGHLIGHT

How GarityAdvantage Leveraged Zoho CRM to Manage Their 2500+ Agents

Find out how a leading insurance NMO (National Marketing Organization), attained its goal of streamlining the lead management and agent relationship management processes with Zoho CRM right here.

LEARN WITH US

Resources to help you

Are you looking for an appointment scheduling app? Familiarize yourself with this list of terms.

Sridhar Vembu shares his 3-point plan for building a lasting brand.

Praval Singh explains why businesses should prioritize long-term focus while building capital.

Ali Shabdar briefs us on how low-code platforms can help businesses cut down on time and IT costs.

ACKNOWLEDGEMENTS

Industry recognition

FROM SEED TO HARVEST

Inspiration from the Zoho Farm

hexagon

We’re proud of the Zoho Farm and wanted to share a bit more about what’s going on out there while also highlighting the people who work hard to keep it running.

We asked Brandon Connor, our Farm Operations Coordinator, to contribute a monthly segment to share his knowledge with you. This month we’re covering winter pruning.

The best time to begin pruning is anytime between full bareness and the formation of new blooms or foliage. The purpose of pruning is to increase the energy available for reproduction, while also resulting in an above average aesthetic specimen.

The purpose of pruning is to increase the energy available for reproduction, while also resulting in an above average aesthetic specimen.

    Sharpen your tools to prevent rips and tears while pruning. Once all the foliage has fallen, you can start pruning three main areas:

  • polygon Dead, dying, or damaged limbs
  • polygon Limbs that are below the “graft” line of your fruit tree, including shoots from both the trunk and root ball
  • polygon Light pruning to mantain a general aesthetic especially if you have a tree that is an espalier specimen

Following these winter pruning guidelines will ensure your fruit tree is prepared for springtime, guiding it toward a healthy and productive future.

Account Check-up

Schedule a one-on-one appointment with your account manager to ensure you’re getting the most from your Zoho account.

Request your appointment

account checkup