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The CRM Zen Show Episode 165 – Cobras, Cats & Campaigns

Zoho News iOS 15 Brings Big Improvements To Many Zoho Mobile Apps The recent iOS 15 update improved the functionality of many Zoho applications, including drag and drop files for Bigin. Zoho Campaigns Updates Topics, Contacts, & List Management Topics are now mandatory when sending out a campaign.  You have the option to switch to […]

The CRM Zen Show Episode 164 – A Zuper Integration

Zoho News Zoho to hire up to 2,000 people for rural offices Zoho Corp. plans to hire up to 2,000 people for its rural offices by December end as the software-as-a-service (SaaS) unicorn continues to bolster its rural network at a time when the pandemic is rewriting the rules of operating from large brick-and-mortar offices […]

The CRM Zen Show Episode 163 – Demystifying Zoho

Zoho News Zoho CRM New Dashboard Component – Zone Analysis This new dashboard component Zone Analysis gives users better insight into the ROI of their campaigns. Zoho Projects Adds Disclaimers You can now alert your new or existing users of changes to your portal with disclaimers. Zoho Writer September 2021 Editing Tool Updates This latest […]

The CRM Zen Show Episode 162 – Technicolor Zoho

Zoho News Zoho Launches Catalyst Beta for Catalyst started back at the start of 2019 and this serverless application platform is officially live. Zoho ShowTime Will No Longer Be Part Of Zoho Workplace As discussed a couple of weeks ago, with Trainer Central replacing ShowTime this went into effect the last day of August. Zoho […]

The CRM Zen Show Episode 161 – Sandbox Galore

Zoho News Zoho Projects Turns 15 And wow has it come a long way in 15 years.  Great job to the team for the commitment and continual improvements. Zoho Desk Adds Ticket Archiving This newest feature rolled out Friday, August 27th allows you to set an auto-archive date after a closed ticket. Zoho CRM Adds […]

The CRM Zen Show Episode 160 – Zia Takes A Sheet

Zoho News Zoho Launches Trainer Central This product is similar to ShowTime but with more features for training purposes. Zoho Backstage Adds Hybrid Events With this latest feature, you can better manage your events for both the live and online versions. Zoho Projects Adds Note Feature To Timer Pause Running a timer on a project […]

The CRM Zen Show Episode 159 – Brett Wants To Be A Canvas Artisan

Zoho News Canvas For Zoho CRM Is Officially Live Very powerful UI enhancement for your CRM, but for many still needs a few kinks worked out before ready for primetime.  Zoho Recruit Adds New Offer Customization Feature Great customization addition allowing more control over templates going out based on criteria set. Zoho Workplace July 2021 […]

CRM Zen Show Episode 158 – Brett’s Tin Foil Hat

Zoho News Zoho Sprints Adds 3 New Custom Fields Some nice QOL additions with new fields: percentage, currency, & lookup. ZeptoMail Adds Email Templates Not a large template library but still a few good ones for your transactional emails. Zoho Bigin August Updates A GREAT batch of updates including HIPAA compliance. Zoho Sign Revamps Add-on […]

CRM Zen Show Episode 157 – Self Serving Blogs

Zoho News Zoho Invoice Is Now Free For All SMBs That’s right, Zoho is doubling down on its commitment to help SMBs grow by now changing Zoho Invoice’s pricing to free! Zoho CRM Plus Gets Some Recent Updates Added We’ve covered these Zoho Social and Zia updates but for those of you using CRM Plus, […]

CRM Zen Show Episode 156 – 3 Years of Zen

Three Year Anniversary Special This episode of the CRM Zen Show marks 3 years of the show.  Thank you for all of your continued support and be sure to watch this week’s episode as we recap our wish lists over the last 3 years.  Also, Tyler and I picked our favorite new application over the […]

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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