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The CRM Zen Show – Episode 154 – Shifty Contracts

 

 

 

Zoho News

Implementation of the Week

  • GPS Integration for mapping fleet assets via CRM
    • All fleet assets loaded into CRM custom module with GPS ID code
    • Scheduled function implemented in CRM to pull in GPS location information into fields in each asset record
    • Mapsly (CRM plug-in) installed to create live and useful map of assets as a CRM embed
    • Mapsly can be used to report on these assets based on territory, and provides routing functionality to plan asset movement

This Weeks Read

  • The Best Time to Send an Email by Kayla Carmicheal
    • This 5-minute read from Hubspot is a must if you don’t have a schedule for your emails and campaigns.  Knowing when to send emails to best reach your target audiences is a game-changer for any business. 

Zenatta Blogs

  • 5 Tips for Boosting Employee Engagement
    • Employee engagement initiatives aim to increase enthusiasm and dedication in the workplace. Get employees social involvement, assign a higher purpose to work activities, and help employees to achieve their personal goals.
  • What Is Subscription Management Software?
    • In a world where transactions are increasingly taking place online, having an optimized payment portal is more important than ever before. Thankfully, many services have emerged to make e-commerce possible without doing extensive custom coding or incurring compliance risks.

Pick of the Week

  • Bria Teams by CounterPath
    • This softphone tool streamlines your team communications bringing all devices together across one application.
      • Unlimited HD team voice, video, and messaging.
      • Conversations flow across desktop and mobile devices.
      • Instant messaging, 1:1 chat rooms, & file sharing.
      • One central interface to manage everything.

Tips and Tricks