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

Reading Time: 2 minutes

Zoho News

Notable Mobile Updates

Implementation of the Week

  • CRM/Books – Account Level Commission Tracking via Zoho Analytics
    • Commission Rate field (w/ admin access only) added to CRM and Books Accounts
      • Also added to integration to ensure consistency between applications
    • Invoices tracked by default in Books as attributed to a salesperson
    • Analytics workspace created syncing information from CRM and Books
    • Summary table created using data from CRM Accounts (Commission Rate), Books Invoice revenue, attributed by the Invoice salesperson
    • Allows for commissioning not based on rates per user, but based on rates per account.

This Weeks Reads

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New On

Zenatta Blogs

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Instapaper
    • A great application that I use pretty much every day.  
    • Instapaper turns web content – articles, stories, posts, videos, and even long emails – into a great reading experience.
      • Over the course of your day, you’ll encounter things you want to save for later. 
      • Simply push a button in your browser, or choose “send to Instapaper” in a linked mobile app. 
      • Instapaper then saves it for you and makes it available in a reading-optimized format on your browser.
    • A bargain at $29 a year

Tips and Tricks

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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

Senior Developer

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.