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CRM Zen Show Episode 189 – March Finance Madness

episode 189 of the CRM Zen Show titled "March Finance Madness"

Zoho News Canvas For CRM Q1 2022 Updates Glad to see they are making this more and more user-friendly and intuitive. Zoho Projects Adds New Features Around Users Some minor QOL around importing users. Translation Support in Zoho CRM Extended Translations has always been a hidden gem, now you can rename values. Zoho CRM Zia […]

Episode 188 – Everybody’s Workdrive for the Weekend

episode 188 of the CRM Zen Show titled "Everybody's workdrive for the weekend"

Zoho News Zoho WorkDrive 3.0 Released Here is a nice summary of the new features. Zoho WorkDrive Adds Template Categories We live in WorkDrive and can say this is a great new addition. WorkDrive API Documentation You no longer have to find the hidden sub forum thread. Zoho Creator 6.0 Officially Released Here is a […]

The CRM Zen Show Episode 187 – Try-Catch Me If You Can

episode 187 of the CRM Zen Show titled "Try-catch me if you can"

Zoho News PSA – Zoho Sign Disables Callbacks For Active Webhooks This shouldn’t affect too many of you, but if it does you will receive an alert of the disabled webhook Introducing Built-In Telephony in Zoho CRM  Using Twilio, but not your Twilio… And what about Zoho Voice? Zoho Creator Q1 2022 Updates Some really […]

The CRM Zen Show Episode 186 – Share Your Notebook… Just Not To CRM

episode 186 of the CRM Zen Show titled "Share your notebook"

Zoho News Zoho Writer Adds New Features To Help With Document Merge The Writer team never rests, we’ve covered a few of these but overall more great improvements to Writer. Zoho Workerly Client Portal is now Live The “Most Awaited” portal… Zoho Notebook Adds Share Feature And someday, just someday, you’ll be able to connect […]

The CRM Zen Show Episode 185 – Taxes ZoHold’em

episode 185 of the CRM Zen Show titled "Taxes ZoHold 'em"

Zoho News Zoho Sees an Influx in Migrations Google ends their free version of Workplace, Zoho reaps the benefits. ZDailer Adds Mobile Apps For now, we still recommend RingCentral, but we see lots of potential with Voice, it just needs a bit more time. Zoho Desk Guided Conversions Card Feature These seem really cool!  Don’t […]

The CRM Zen Show Episode 184 – Shift Happens

episode 184 of the CRM Zen Show titled "Shift Happens"

Zoho News Zoho Social Adds Pinterest Why not, depending on the type of products you sell, this might be a fit for you. Zoho Bookings Adds Service Level Preferences And rumor has it that calendar sync is much better now. Zoho WorkDrive Adds Support For Raw Image Files Dump your photos from your camera straight […]

The CRM Zen Show Episode 183 – It Takes a Zillum

episode 183 of the CRM Zen Show titled "It takes a zillum"

Zoho News New Zoho Bundle – Zillum This is an interesting one, but if you are looking for a family bundle to share your favorite cat pics and more, Zillum is for you. Zoho Sign Extension for HubSpot Early Access Nice to see the Zoho Universe expanding to other CRMs. Zoho CRM Email Notification Enhancements […]

The CRM Zen Show Episode 182 – Calendeprecation

episode 182 of the CRM Zen Show titled "Calendeprecation"

Zoho News Zoho SalesIQ AppleTV App Adds Project Dashboard Tested it ourselves this week, pretty slick TV dashboard if you own an AppleTV. Zoho CRM Workflows Adds Retry From Failed Reports If you are a dev, time to do a happy dance. Canvas Improves Image Upload Was not as easy to do so previously, nice […]

The CRM Zen Show Episode 181 – Hey! Who Charted?

episode 181 of the CRM Zen Show titled "hey! who charted?"

Zoho News Zoho CRM Scoring Rules Enhancements Scoring can now apply to custom modules. Zoho CRM Motivator Updates Some great QOL improvements in this batch of Motivator updates. Zoho Subscriptions Has A Big Update Coming One that we are really excited about is payment links for ad hoc payments. Zoho Writer Adds Dynamic Charts In […]

The CRM Zen Show Episode 180 – Wanna Work for Zoho? Get A ZhD

episode 180 of the CRM Zen Show titled "wanna work for zoho, get a zhd"

Zoho News Zoho Launches A School for Graduate Studies A new program for young college grads that want to start a career with Zoho. Zoho CRM Tasks, Calls, and Meeting Modules Revamp We aren’t particularly thrilled about this update. Zoho Workerly Adds Bulk Shifts Delete This falls into we thought this was a thing bucket, […]

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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