The CRM Zen Show Episode 160 – Zia Takes A Sheet

Zoho News

Notable Mobile Updates

Implementation of the Week

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  • Zoho Analytics Usage for Scheduled Reporting to Clients
    • Oftentimes, we find use-cases for scheduled outbound reporting to active clients
    • This use-case is especially valuable for service companies
    • Zoho Analytics can be used to create designed dashboards, including call-outs, charts and tabular views of data
    • Scheduled function in the CRM created to run exclusively for Accounts marked as active customers
    • Function uses the Account information to pre-filter the dashboard, download it as PDF, and send it out to stakeholders at that client account

This Week’s Reads

  • The Ultimate List of Email Marketing Stats for 2021 by Katrina Kirsch
    • This 4 min read from HubSpot gives some great insight into current marketing numbers across the globe with email marketing being up.
  • The Man Behind the Largest Software Product Company in India by Punita Sabharwal
    • “Our philosophy is transnational localism which is why we emphasize the company to be locally rooted wherever we operate at the same time globally connected. So, being rooted is the localism part and the connected part is transnational. That is why you call it transnational localism and that allows us to cross-pollinate ideas. For example, our South African employees, the Middle-East employees, share with us what they see in the market in our tools like Zoho Connect or Zoho Meetings and that is then acted upon on the products in India that leads to a lot of product acceleration.”- Sridhar Vembu, Founder & CEO of Zoho.

New Blogs, Videos, and Resource Guides

Pick of the Week

  • RoboKiller
    • Tired of spam calls? With this app they become a thing of the past.
    • Features include:
      • Answer bot, get revenge on the spammers
      • SMS spam filter
      • Personalized block list

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.