CRM Zen Show Episode 152 – You Don’t Got Mail

Public Service Announcements

Zoho News

Implementation of the Week

  • Marketing ROI Calculation with Books, CRM, and Analytics
    • All incoming Leads from various paid platforms categorized by Lead Source
      • This was done using Zoho Social integrations, as well as source specific landing pages for Forms
    • Marketing Expenses were categorized into specific GL accounts based on platform
      • Ex: Facebook PPC, Instagram PPC, LinkedIn PPC
    • Query tables pull in Analytics to consolidate Marketing Expenses and Lead/Deal information into tables with shared date column (for reporting purposes)
    • Values calculated for Cost per Lead, and Cost per Closed Won Deal per each tracked source

This Weeks Read

  • “What does the iOS 15 update mean for email marketers?” by Vipasha S. from Zoho
    • “In her speech, she spoke about the upcoming mail privacy protection to iOS 15. She talked about how emails use invisible pixels to collect information about people’s email activity and how the “Mail Privacy Protection” update will avoid that. These are likely to impact email applications in iOS 15, iPadOS 15, and macOS Monterey.”

New Blogs, Videos, and Resource Guides

Pick of the Week

  • Textbroker
    • A great resource for blog posts, straightforward product descriptions, or advertising copy – this platform has thousands of reliable, verified US authors who write articles that are optimized for search engines.
    • They offer self-service and Managed Services Offerings
    • Pricing varies by article length, and author ranking.

Tips and Tricks


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.