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The CRM Zen Show Episode 161 – Sandbox Galore

The CRM Zen Show Episode 161 - Sandbox Galore - CRM Zen Show -  - Episode 161

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

The CRM Zen Show Episode 160 - Zia Takes A Sheet - CRM Zen Show -  - Episode 160

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

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

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

CRM Zen Show Episode 158 - Brett's Tin Foil Hat - CRM Zen Show -  - episode 158

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

CRM Zen Show Episode 157 – Self Serving Blogs - CRM Zen Show -  - episode 157

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

CRM Zen Show Episode 156 - 3 Years of Zen - CRM Zen Show -  - Episode 156

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 […]

The CRM Zen Show – Episode 155 – TransMail Gets Canceled

The CRM Zen Show – Episode 155 – TransMail Gets Canceled - CRM Zen Show -  - TransMail Gets Canceled

Zoho News New Zoho Application – Zoho DataPrep An advanced self-service data preparation and data pipeline service is officially now live! With 50+ data sources to pull in your analytics take your reports to the next level with this newest addition. Zoho Launches Analytics 5.0 Improved Zia and even more data connectors than ever, along […]

The CRM Zen Show – Episode 154 – Shifty Contracts

The CRM Zen Show – Episode 154 – Shifty Contracts - CRM Zen Show -  - Episode 154

      Zoho News New Zoho Application – Zoho Shifts No official press release, but Zoho’s new employee scheduling and time management solution is live! New Zoho Application – Zoho Contracts That’s right, not just 1 but 2 new applications this released this week.  We are excited to test out this new Contract Lifecycle […]

The CRM Zen Show – Episode 153 – Bookings Bombs

The CRM Zen Show – Episode 153 – Bookings Bombs - CRM Zen Show -  - Episode 153

        Zoho News Zoho Voice Adds Business Hours Option You can now set your hours of operation and direct calls according to rules set in regards to these times set. Zoho Notebook Adds IFTTT Integration That’s right Zoho Notebook added IFTTT integration. Get ready for a plethora of new actions and triggers […]

CRM Zen Show Episode 152 – You Don’t Got Mail

CRM Zen Show Episode 152 - Gateway Drugs to Zoho

Public Service Announcements Technical Issues With Zoho Mail Servers  Issue has been resolved, but caused many issues for several days. Campaigns Sent To Gmail Users Had a 25% Bounce Rate This Week A user this week sent a campaign with malware, which caused all Zoho Campaigns from all users to get flagged by gmail. If […]

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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