CRM Activity Scoring Dashboard in Zoho Analytics

Zoho CRM Activity Scoring Dashboard in Zoho Analytics 2020

In this quick implementation, we talk through a dashboard that we created in Zoho Analytics where you can do some scoring of different CRM activities. This dashboard gives an overall view of how your CRM users are interacting with the system. For a deeper look into creating Zoho Analytics dashboards, check out our How To […]

The CRM Zen Show – Episode 95 – Let’s Bigin Agin II

The CRM Zen Show - Episode 95 - Let’s Bigin Agin II - CRM Zen Show -  - Episode 95

Zoho News Zoho CRM Adds Creation of Records Through Workflows You needed a custom function to do this in the past.  A very nice new feature that makes workflows much more powerful. Zoho CRM adds a new Field Type: Image Upload This is a really well thought out new field type.  You can easily add […]

Beginner’s Guide to Zoho CRM Workflows – 2020

Zoho CRM Workflows Beginner's Guide 2020

Recorded from the CRM Zen Show April 17th, 2020 Brett & Tyler discuss how to set up some basic workflows for your organization inside Zoho CRM. They also cover some key points of how simple some of them might be yet the power behind simplicity.

Zenatta 2019 – Year In Review

Zenatta 2019 - Year In Review - Blog -  - Zenatta 2019 Year in Review

Zenatta had a banner year in 2019. So here is an update on the last twelve months and, most importantly, we want to thank all of you for making it possible. Zoholics Austin 2019 Every April thousands of Zoho faithful descend on Austin, Texas for Zoho’s big annual party, Zoholics. This was the first year […]

Billy Bates

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

Consultant

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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