The CRM Zen Show Episode 396 – IM Totally Webhook’d

The CRM Zen Show Episode 296 - IM Totally Webhook'd - Uncategorized -  - episode-396

News Highlights Zoho CRM ICR Updates: Advanced field prompting for more accurate data extraction. Zoho Desk Webhooks: New real-time Instant Messaging (IM) webhooks for better automation. Zoho Analytics: Support for Custom JavaScript Visualizations and Remote MCP servers. Zoho News Zoho CRM: Intelligent Character Recognition (ICR) Enhancements Zia’s ICR now supports advanced field prompting. Admins can […]

The CRM Zen Show Episode 395 – Trend Control to Major Zia

The CRM Zen Show Episode 395 - Trend Control to Major Zia - Uncategorized -  - episode-395

News Highlights Zoho CRM Trend Dashboards: Fully customizable Sales and Follow-up trend tracking. Zoho Recruit Updates: Introduction of shared record ownership and native telephony. Zoho Desk Precision: New threshold settings for Zia-powered Answer Bot responses. Zoho News Zoho CRM: Customizable Trend Dashboards Default Sales Trend and Sales Follow-Up Trend dashboards are now customizable, allowing users […]

The CRM Zen Show Episode 394 – PageSensei of the Conversation

The CRM Zen Show Episode 394 - PageSensei of the Conversation - Uncategorized -  - episode-394

News Highlights Zoho PageSense 3.0: A major rebuild featuring server-side experimentation, mobile tracking, and AI insights. Zoho One: Introducing CommandCenter to orchestrate customer journeys across multiple apps. Zoho Analytics: New AI Agents for BI workflows to assist with imports and dashboard creation. Zoho Books: Now supports direct 1099 e-filing to the IRS and UK corporation […]

The CRM Zen Show Episode 393 – Folders in the Sky with Zia

The CRM Zen Show Episode 393 - Folders in the Sky with Zia - Uncategorized -  - episode-393

News Highlights Zoho WorkDrive 6.0: Phase 1 introduces Zia-powered content intelligence, media transcription, and advanced automation. Zoho Social Updates: New support for direct Google Business Profile creation and improved multi-time zone management. Zoho FSM Extension: A new Zoho Invoice integration bridges the gap between service and finance teams. API Re-Authentication: Critical re-authorization required for Google […]

The CRM Zen Show Episode 392 – Radio Killed the Dropdown Star

The CRM Zen Show Episode 392 - Radio Killed the Dropdown Star - CRM Zen Show -  - episode-392

News Highlights Visual UI: New radio buttons and numeric sliders for a more intuitive CRM interface. Record Categories: Organize picklist values to simplify reporting and add visual stage bars to any module. API Efficiency: A deep dive into using COQL to fetch 2,000 records in a single request. Zoho News Zoho CRM: Radio Buttons and […]

The CRM Zen Show Episode 387 – 2025 Year In Review & Zenmy Awards

The CRM Zen Show Episode 387 - 2025 Year In Review & Zenmy Awards - Uncategorized -  - episode 387

Our 2025 Highlights New Applications Major & Notable Zoho Updates for 2025 January February March April May June July August September October November December The 6th Annual Zenmy Awards 2025 Best Zoho Application Zenmy Winners 2025 Favorite Marketplace Application 2025 Favorite Telephony Solution Christmas Week Newsletter Articles & Tips Zoho News Tips and Tricks

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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