The CRM Zen Show – Episode 154 – Shifty Contracts




Zoho News

Implementation of the Week

  • GPS Integration for mapping fleet assets via CRM
    • All fleet assets loaded into CRM custom module with GPS ID code
    • Scheduled function implemented in CRM to pull in GPS location information into fields in each asset record
    • Mapsly (CRM plug-in) installed to create live and useful map of assets as a CRM embed
    • Mapsly can be used to report on these assets based on territory, and provides routing functionality to plan asset movement

This Weeks Read

  • The Best Time to Send an Email by Kayla Carmicheal
    • This 5-minute read from Hubspot is a must if you don’t have a schedule for your emails and campaigns.  Knowing when to send emails to best reach your target audiences is a game-changer for any business. 

Zenatta Blogs

  • 5 Tips for Boosting Employee Engagement
    • Employee engagement initiatives aim to increase enthusiasm and dedication in the workplace. Get employees social involvement, assign a higher purpose to work activities, and help employees to achieve their personal goals.
  • What Is Subscription Management Software?
    • In a world where transactions are increasingly taking place online, having an optimized payment portal is more important than ever before. Thankfully, many services have emerged to make e-commerce possible without doing extensive custom coding or incurring compliance risks.

Pick of the Week

  • Bria Teams by CounterPath
    • This softphone tool streamlines your team communications bringing all devices together across one application.
      • Unlimited HD team voice, video, and messaging.
      • Conversations flow across desktop and mobile devices.
      • Instant messaging, 1:1 chat rooms, & file sharing.
      • One central interface to manage everything.

Tips and Tricks


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.