The CRM Zen Show Episode 144 – You Get an LMS & You Get an LMS

Zoho News

Implementation of the Week

  • Zoho Desk Scheduled Function for Automated Deduplication
    • Zoho Desk does have the ability to run manual deduplications on Contacts
    • However, it is limited to name, and contact information for identifying which Contacts are duplicated
    • A scheduled function was created using deluge to identify Contacts based on custom criteria (multiple matching fields)
    • Zoho Desk API supports calling the merge function via Deluge, with a list of Contacts to be merged (with one Contact as “Primary)
    • This is then set up on a daily basis to identify and resolve duplicates, without loss of data

This Weeks Read

google ads and zoho ad
  • “Transnational localism – a small town approach to staffing up” By Raju Vegesna
    • This 7-minute read by Raju discusses Zoho’s growing belief in transnational localism, growing small hubs for employees in rural areas to work from.  This pandemic has influenced how many of us now think of the workplace and how we don’t need to live in a major city with today’s technology to get many jobs done.

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • easyship
    • This shipping tool really does it all
      • Courier Selection
      • Shipment Management
      • Automation
      • Finance
      • Shipment Creation
      • Integrations

Tips and Tricks

  • Zoho Books Beginner’s Guide – Sales Process

Billy

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

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.

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