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The CRM Zen Show Episode 219 – Ship Happens

CRM Zen Show Episode 219 - Ship Happens

Zoho News Zoho Bookings October Updates Nothing too major, but another small step in the right direction. Zoho Inventory October Updates Partial fulfillment has been added, and shipments can now be created inside the Shipments Module. Zoho Expense Q3 Updates We’ve covered these over the last few months, but here you go if you missed […]

The CRM Zen Show Episode 218 – Feature? Well Sheet, I Can Barely Finder!

CRM Zen Show Episode 218 - Feature? Well Sheet, I Can Barely Finder!

Zoho News Zoho Cliq Introduces Networks But is it new?  Because we have been doing this for years… Bigin Now Integrates with Microsoft Teams Another cool integration connecting Bigin to another external application. Zoho Sheet Adds Feature Finder This is very groovy, instantly find any feature inside Zoho Sheet Zoho Bookings Calendar Updates Another step […]

The CRM Zen Show Episode 217 – Open The Pod Bay Doors, Zia

CRM Zen Show Episode 217 - Open The Pod Bay Doors, Zia

Zoho News Zia Becomes Self Aware Zia can now scan your emails for an emotional analysis and gauge what your customers think of you. WorkDrive TrueSync now supports Ventura iOS Ventura hasn’t been released yet, but if you are part of the Beta, Truesync is now supported. Zoho Desk Adds Default Custom Actions Even more […]

The CRM Zen Show Episode 216 – Then Again, Campaign Swallows Are Non-Migratory

CRM Zen Show Episode 216 - Then Again, Campaign Swallows Are Non-Migratory

Zoho News PSA – Migrate Campaigns Before Sept 30th If you haven’t done this already, check out this quick tutorial on how to migrate. Zoho Social adds TikTok, IG Reels/Stories, and YouTube Shorts Share with us your latest dance moves #CRMZen! iOS 16 Updates Major update and shoutout to Zoho for the quick response to […]

The CRM Zen Show Episode 215 – My Area Of Deskpertise

CRM Zen Show Episode 215 - My Area Of Deskpertise

Zoho News Zoho CRM August Community Digest Tons of great stuff every month in these CRM Digests. Zoho Backstage August Updates A quick roundup of everything that happened last month in the world of Backstage. Zoho Desk Adds “My Area” Ticket Filter A very nice new addition to the ticket filtering systems in Desk, and […]

CRM Zen Show Episode 214 – What Color Is Your PDFachute

CRM Zen Show Episode 214 - What Color Is Your PDFachute

Zoho News Zoho Analytics Q3 Newsletter  Download the pdf to learn all about the upcoming updates, including HIPAA compliance, Zia dashboard, and more in this first Analytics newsletter. Zoho Analytics New Updates As they continue to roll out API call usage, dashboards are now inside Analytics as well.  Query table view builder got a very […]

CRM Zen Show Episode 213 – All Aboard! The CSS SalesIQ

CRM Zen Show Episode 213 - All Aboard! The CSS SalesIQ

Zoho News Custom CSS for SalesIQ This is awesome, essentially giving you full control of the entire look and feel of your widgets for SalesIQ. New Zoho Desk Marketplace Extensions For all of you Zoho Desk users, these are always worth checking out. Zoho No Lay-Off Policy You might not get a bonus, but if […]

The CRM Zen Show Episode 212 – Turn And Face The Campaign Ch-Ch-Changes

CRM Zen Show Episode 212 - Turn And Face The Campaign Ch-ch-changes

Zoho News Celebrating 10 Years of Campaigns Congrats Campaigns! New AI Product Recommendation For Campaigns This is a pretty cool update that will pull in customer and order data to make recommendations. Campaigns Adds Its Own SMS Gateway Not entirely sure if this is a new connection or just a white label version of something […]

The CRM Zen Show Episode 211 – Close Me If You Must

CRM Zen Show Episode 211 - Close Me If You Must

Zoho News Zoho CRM Adds User Field Subform Support Nice addition, anything you can do in a Record you should be able to do in a Subform. Zoho Inventory August Updates We’ve covered all of these over the past month, but in case you missed any of them, here you go. Zoho Sign Now Integrates […]

The CRM Zen Show Episode 210 – Old McZoho Had A Farm: EUeID

CRM Zen Show Episode 210 - Old McZoho Had A Farm: EUeID

Zoho News Zoho CRM Improved Email Parser Early Access We are excited about this one, and you actually don’t need to fill out the form to request early access; there is a button inside settings to enable it. Zoho CRM July Community Digest We did cover these last month, but definitely a nice roll-up of […]

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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