CRM Zen Show Episode 150 – The Emoji Critics

Zoho News

Implementation of the Week

  • One-click Zoho Sign Document Generation via CRM Deluge function
    • Zoho Sign has an robust API which can be accessed via Deluge from any Zoho application
    • Using a custom button in a Contact/Deal record, Sign documents can be prepared and sent directly to customers
    • This method allows for data to be merged from more data-sources than the standard integration, as Deluge can pull from reference tables not directly related to the Contact/Deal

This Weeks Read

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New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • GoCardless for Zoho CRM
    • Key Features:
      • No need to chase customers for payments
      • Get payments credited directly to your bank account
      • Customers can set up a direct debit mandate, so all their future payments will be automatically processed on the due date
      • Collect payment for any invoice on time, every time

Tips and Tricks

Billy

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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