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CRM Zen Show Weekly Digest – October 22, 2018

Below is a summary of last weeks news and stories from our blog and podcast at CRMZen.net.    Subscribe to us on iTunes or Google Play Zoho News Introducing Automatic Field Addition (Text Tags) in Zoho Sign This is a major update for Zoho Sign. Zoho Books is MTD compliant If you live in Great Britain,  […]

CRM Zen Show Weekly Digest – October 15, 2018

Zoho News Zoho Books October 2018 Updates Journal Entries are the big one in this update. Zoho Sheet app for iOS and Android Edit your Zoho Sheets on your iOS or Android Device     App Link Zoho Workerly A new application to manage your temp or hourly employees. Topic Management in Zoho Campaigns Management of […]

CRM Zen Show Weekly Digest – October 8, 2018

Zoho News Zoho Assist Updates  Offline Mode for Zoho Writer  Co-organizers for Webinars in Zoho Meeting Plug-In of the Week Grammarly  Grammarly for Google Chrome  Grammarly for Mac/Windows Tips and Tricks Branding Zoho Desk This Weeks Podcast   Episode 10 Where we talk about all of the above stories.  

CRM Zen Show Weekly Digest – October 1, 2018

The BIG news of last week was the Zoho outage on Monday.  If you want to know what happened, here a couple of articles that explain the entire episode: Zoho Goes Down The CEO’s Response Last Weeks Podcast Episode 8 – Zoho Marketing Automation is “Almost” Here   Zoho News The New Marketing Automation Released […]

CRM Zen Show Weekly Digest – September 25, 2018

Zoho News The New Marketing Automation Released Beta Access Great new Mass Email Feature in CRM Zoho Inventory Updates Zoho Books Updates Non-Zoho News Salesforce now offers a powerpoint alternative Microsoft Moves to Embed AI in CRM Portfolio Plug-In of the Week Acuity Scheduling Tips and Tricks Extracting Quarters from Dates  

CRM Zen Show Weekly Digest – September 17, 2018

Zoho News The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live. Major Zoho One Pricing Changes Build integrated experiences over Zoho Office Launch Announcement Non-Zoho News Salesforce Introduces Low-Code Tools, Intelligent Recommendations To AppExchange Google supports small-scale journalism with free G Suite licenses Plug-In of the Week Zoho Forms for WordPress Tips […]

CRM Zen Show Weekly Digest – September 10, 2018

Zoho News Showtime gets some new features Zoho Bookings has moved to Beta Zoho Subscription Master Class Webinars iPad Version of TeamDrive to be launched very soon. Zoho Projects and Zoho Sprints are going to get some integration. Non-Zoho News Salesforce Quarterly Results.  They had a good Quarter. Keeping your CRM Simple Plug-In of the […]

CRM Zen Show Weekly Digest – September 3, 2018

Zoho News Notebook Update: Introducing Business Card Scanning, Deep Search, Favoriting, and More Early Access Link Recruit Introduces Semantic Search Zoho Community Meetups Non-ZOHO NEWS Box users can create, edit, and collaborate on G Suite files in public beta integration Google Titan Security Keys Upcoming change to the Google Tasks API HubSpot launches Conversations Calendly […]

CRM ZEN SHOW Episode 4 – TeamDrive, Salesforce in Chicago, Slack, Panda Docs

This week we talk about: TeamDrive Info Zoho Sheet is coming to beta in a few weeks. Upcoming enhancements in Zoho CRM Salesforce proposing a massive expansion in Chicago, 5,000 jobs Google Adding Application ‘Side Access Panel’ to G Suite Copper’s Winning 60% Against Salesforce In $52B CRM Market Zapier now has Pandadoc integration Office-messaging […]

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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