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The CRM Zen Show Episode 199 – When Chase Closes a Door, HSBC Opens a Window

Zoho News Zoholics is back! At least in Europe.  No announcement yet for the US Zoholics, but hey, we’ll take it! Zoho CRM Email Templates are now Responsive in Desktop/Mobile  And this falls into the category of we thought this was a thing.  Nice to see it is now working! New Features to Zoho Bookings  […]

The CRM Zen Show Episode 198 – Brand Stu Studio

Zoho News Zoho Officially Launches Marketing Plus Bundle This bundle has been available since last year but is now “officially” launched with a very entertaining ad video worth the watch. New Features Added To Analytics in May Updates A bunch of minor and “why not” updates in this month’s batch. Zoho Show Can Now Translate […]

The CRM Zen Show Episode 197 – Oops, Let’s Try That Again

Zoho News Zoho Campaigns Sync Round 2 This launched at the end of last year but was pulled shortly after launch.  You should now be able to turn it on under Sync Services. Zoho Campaigns Releases Exclusive Edition For Marketing Agencies Some of the previous Agency Editions product releases have been very good, we are […]

The CRM Zen Show Episode 196 – Zohome on the Range

Zoho News Zoho Sign now integrates with Zoho Checkout We don’t talk about Checkout much, but this is a pretty cool integration with a lot of use cases. Zoho Desk iOS mobile app now supports Approvals Approvals are a pretty big part of Desk, so nice to see them available on the mobile app. Zoho […]

The CRM Zen Show Episode 195 – Zoholander: Mail Model

Zoho News PSA Chase & Zoho Books Chase this week decided to stop bank feeds to Zoho Book until their software is updated which Zoho uses Yodlee.  If you use Chase you will need to manually insert your feeds.  All we know is that they are actively working on fixing it. Zoho Mail Gets a […]

The CRM Zen Show Episode 194 – Pocket Full of Workdrive

episode 194 of the CRM Zen Show titled "Pocket Full of Workdrive"

Zoho News Zoho Analytics April Updates Nothing life-changing in this batch, but still a great bunch of updates for April. CRM Custom Button Adds Collect User Location Minor update to buttons with some entertaining choice of words in the article. Zoho Workplace Q1 Updates Just a rollup of the various apps associated with Workplace. Zoho […]

The CRM Zen Show Episode 193 – Expensin’ On The Edge

episode 193 of the CRM Zen Show titled "Expensin' On The Edge"

Zoho News Zoho Contracts API Documentation Just a bit quicker getting these out than WorkDrive… Nice to see these API documentations being released. Reports & Dashboards Modules Combined Into “Analytics” Module You want to know what really grinds Tyler’s gears?  This naming convention. Zoho Inventory April Updates The big update from this batch is Zoho […]

The CRM Zen Show Episode 192 – Working Remote Or Remotely Working

episode 192 of the CRM Zen Show titled "Working Remote or Remotely Working"

Zoho News Zoho Sprints Adds Custom Project Layouts Nice update from the Sprints team to start off the month. Zoho CRM Mass Action UI Changes A much nicer look and field across the board. New WorkDrive Scribble Tool Last week annotate, this week scribble. Frost & Sullivan Recognizes Zoho as a Growth and Innovation Leader […]

The CRM Zen Show Episode 191 – FiredUp Culture Club Zenatta

episode 191 of the CRM Zen Show titled "FiredUp Culture Club Zenatta"

Zoho News Zoho Cliq Adds Personalized Emojis & Stickers Cliq is now complete. Zoho Campaigns Merges Advanced & Regular Campaigns Good to see these are combined, no change to functionality. Zoho CRM Adds Admin Tools These are super slick, especially for those larger organizations out there. Share Individual Records with Roles and Groups We’re sure […]

The CRM Zen Show Episode 190 – Wait, We Had a Test Yesterday?!?

episode 190 of the CRM Zen Show titled "Wait, We had a test yesterday"

Zoho News Zoho WorkDrive Adds Annotations And it’s not just for text, a super nice addition! Zoho CRM Adds New Convenient Subform Import This is a huge time saver and another nice improvement to Subforms. Zoho CRM API Credits Increased & Integration Tasks Now Consume Credits  So, this was announced last year but wasn’t consuming […]

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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