The CRM Zen Show – Episode 107 – It’s a Gateway Drug

The CRM Zen Show – Episode 107 – It's a Gateway Drug - CRM Zen Show -  - Episode 107

Zoho News Zoho CRM Kanban Is Finally Getting an Overhaul The screenshots look pretty nice.  It will be here “In the coming week”. So if that means 7 days from the post, we should see it before August 20th. Oddly, this will NOT apply to activities. Zoho Mail Adds Integrations with Todoist, Wrike, Monday.com, and […]

The CRM Zen Show – Episode 106 – Get BackToWork

The CRM Zen Show – Episode 106 – Get BackToWork - CRM Zen Show -  - Episode 106

Zoho News Zoho Backstage Adds Virtual Events with OnAir Webinar integration into Backstage with polls, analytics and more Here is a full rundown of all of July’s updates to Backstage. Zoho Has Launched an Events Blog Recently launched – The Green Room – looks to be a nice resource for event-related tips and discussions. Zoho […]

The CRM Zen Show – Episode 105 – Go Go Zoho Zoho

The CRM Zen Show – Episode 105 – Go Go Zoho Zoho - CRM Zen Show -  - Episode 105

    Zoho News Zoho Touts 15 Million Users on Zoho WorkPlace More than 25 percent of new Zoho Workplace customers have made the decision to switch over from G Suite and Microsoft. Zoho Launches TeamInbox – Shared Inbox Collaboration Say goodbye to endless CCs and BCCs for good. Zoho TeamInbox gives you a well-organized, […]

The CRM Zen Show – Episode 104 – Grammatically Unstructured

The CRM Zen Show - Episode 104 - Grammatically Unstructured - CRM Zen Show -  - Episode 104

Zoho News Zoho Analytics Updates According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works,  I’m going to have Zia communicate with my kids from now. Zoho CRM Portal Enhancements Portal users can now edit records created by other users.  A major update that has been long overdue. Zoho […]

The CRM Zen Show – Episode 103 – Embarrassment of Riches(™)

The CRM Zen Show – Episode 103 – Embarrassment of Riches(™) - CRM Zen Show -  - Episode 103

Zoho News Zoho Notebook Updates Notebook and Microsoft Teams Integration Microsoft AppSource Link Notebook Web Clipper Revamp A new user interface Tag Support Reminders Multiple screen capture modes Bigin Updates Some small enhancements to Bigin And it seems that Zoho CRM / Bigin Integration will be here by August.  I have no idea what that […]

The CRM Zen Show – Episode 102 – Vernacular-Wise

The CRM Zen Show – Episode 102 – Vernacular-Wise - CRM Zen Show -  - Episode 102

Zoho News Zoho CRM Gets a New Logo and Menu Bar The new Logo is different from the earlier version that I expected to be released.  I think it looks great.  A lot of thought went into this logo Zoho Books Updates A few nice additions, with my favorite being that you can now export […]

The CRM Zen Show – Episode 101 – The 95 Yard Line

The CRM Zen Show - Episode 101 - The 95 Yard Line - CRM Zen Show -  - CRM Zen Show101

Zoho News Want to Learn How to Use Orchestly?  Check out these new Tutorials These are a step-by-step guide to the concepts of Orchestly and how to automate simple processes.  Zoho Forms adds Enhanced Date Fields The new features include: Week Starts On Allowed Days Allowed Dates Zoho People – June Update Roundup A few […]

The CRM Zen Show – Episode 100 – Centennial Special

The CRM Zen Show - Episode 100 - Centennial Special - CRM Zen Show -  - Episode 100

  Zoho News Zoho Forms adds SMS Notifications Send an update in the following ways: Using SMS Notification templates for all records added or updated  Using Form Rules to send a message only if a condition is fulfilled Some Upcoming Zoho Creator Platform Updates 10 New Features rolling out in June and July Zoho Sprints […]

The CRM Zen Show – Episode 98 – Can You Round Up To 15?

The CRM Zen Show - Episode 98 - Can You Round Up To 15? - CRM Zen Show -  - Episode 98

Zoho News Analytics Updates New Charting and Import features Zoho Creator v2 APIs Migration Time is Here Zoho Creator’s v1 APIs will reach their end-of-life on 3rd February 2021 So you still have some time to make the change Enhanced Zoho Writer and Zoho Forms Integration You can now customize output options after a form […]

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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