The CRM Zen Show – Episode 84 – Zoholics Anonymous

The CRM Zen Show - Episode 84 - Zoholics Anonymous - CRM Zen Show -  - Episode 84

Zoho News Zoho Cancels Zoholics Due to COVID-19 Fears We are really going to miss the event as we look forward to this all year. Zoho will be issuing refunds to all ticket holders shortly. We will post the details on our blog when we get them. And Zoho Isn’t the Only Company To Cancel […]

Set Up Your Next Event With Zoho Backstage

Set Up Your Next Event With Zoho Backstage - Blog -  - Backstage Image - Set Up Zoho Backstage

Spending too much time organizing and setting up your event? Want a professional event page, but worried it would cost too much or take more time, then you have to create it? After the event, wouldn’t it be nice to capture all of the analytics on how everything went? Well, here is the good news; […]

Learning Innovation Catalyst – Case Study

Learning Innovation Catalyst Case Study

Learning Innovation Catalyst (LINC) – CRM + Projects Revenue Reporting Case Study Industry: K–12 Education (EdTech & Professional Services) | Location: USA | Team Size: 15 Apps: Zoho CRM, Projects, Analytics, Bookings Cash Flow & Revenue Visibility Services Tracked to Payment Dashboards Built for Delivery Executive Summary Learning Innovation Catalyst (LINC) helps schools create student-centered […]

The CRM Zen Show – Episode 83 – No Mo Mo(tivator) – Oh No

The CRM Zen Show - Episode 83 - No Mo Mo(tivator) - Oh No - CRM Zen Show -  - episode-83

Zoho News Zoho Motivator will be no more as of August 31, 2020 We do not agree with this decision and hope Zoho reconsiders Zoho WorkDrive Update Insert custom embed codes directly into a web page or blog Analytics Updates for Feb 28, 2020 Support for SalesIQ and Site 24/7 Zoho Meeting Updates Request remote […]

Zoho CRM Full Product Tutorial – Webinar

Zoho CRM Full Product Tutorial 2021

As promised here is this month’s webinar featuring Brett Martin and Tyler Colt in which they discuss key points on Zoho CRM overview and best practices.  With 8 topics covered in the course of an hour, here is a glimpse at the topics covered.  Feel free to use the timestamps on our YouTube page to […]

The CRM Zen Show – Episode 82 – It’s Raining Updates – Hallelujah

The CRM Zen Show - Episode 82 -  It’s Raining Updates - Hallelujah - CRM Zen Show -  - CRM Zen Episode 82

Zoho News Zoho Creator Upcoming Updates – Including: Versioning of Deluge Scripts Custom inline error messages for fields Lookup data from the same form Spreadsheet report enhancements Enhancements in the record template designer Zoho Recruit Updates Among the updates – Recruit gets a Sandbox and Jobma Integration Zoho Campaigns – Zoho Community Meetup – East […]

The CRM Zen Show – Episode 81 – Unknown Exciting Incentives

The CRM Zen Show - Episode 81 - Unknown Exciting Incentives - CRM Zen Show -  - Episode-81

Zoho News Zoho PageSense adds cross-domain tracking How to set up Cross-domain tracking. This is a method used to follow the behavior of users as they navigate across different domains after coming to your website. This helps businesses operating across multiple domains track a visitor’s journey from one website to another and further achieve greater […]

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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