The CRM Zen Show – Episode 41 – Orches-tra-ley, Orsheshly, Orchestly – May 13, 2019

Zoho News

  • Orchestly Officially Release – Soon to be part of Zoho One
    • For those who are familiar with the Blueprint module in Zoho CRM, Recruit, Desk, or Projects, Orchestly is a stand-alone version of this, with enhanced features and reporting capabilities.
  • Zoho Product Updates
    • Zoho Invoice Updates
      • A lot of updates this month.  My two favorites are:
        • Create transactions from the items list page
        • Edit items within a transaction
        • Multi-select Custom Fields
    • Analytics Dashboard Updates
      • Better looking dashboards.  You can now:
        • Drag and drop multiple components together to reorganize the dashboard
        • Allow Export for Reports in Dashboard  
        • Maximize Embedded Report in Dashboard
    • Zoho Social for Instagram Updates
      • Zoho has brought back some of our popular Instagram features that were temporarily rolled back due to API deprecation.
    • Zoho Subscriptions Updates
      • Some key new features include:
        • Automate frequent tasks with Custom Schedulers
        • Multi-select Custom Fields
        • Mobile App Updates
    • Zoho Inventory Updates
      • Quickbooks Integration is here!  Other updates include
        • Package Geometry
        • Multi-select Custom Field
        • Order Fulfillment by Item Report
        • Zoho Inventory iOS App Update
  • IP change in Zoho’s EU DC
    • If you are a Developer in the EU you probably already know this.
  • Introducing Twilio SMS Extension for Zoho CRM
    • This extension has been around a bit.  We haven’t tried it out but will take a look and report back soon.  If you use this extension, tell us what you think.
  • Zoho Upgrades its LMS – Zoho Spark
    • Current Free Courses Include:
      • Zoho Campaigns for Email Marketers
      • Zoho Projects for Beginners
      • Zoho SalesIQ for Implementers
      • Zoho SalesIQ for Administrators
      • Zoho Analytics For Associates
      • Domain Setup for Zoho Mail Administrators
  • Zoho assist adds windows download for quick access
  • Our Thoughts on Zoho Bookings

Non-Zoho News

This Weeks Read

Plug-In of the Week

    • Auto-Complete and look up addresses that then auto-fill in your CRM.
    • $10 a Month
    • Google Developers Console
      • You need to set up an account here for this plugin to work.

Tips and Tricks


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


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.