The CRM Zen Show Episode 162 – Technicolor Zoho

Zoho News

Implementation of the Week

  • Zoho CRM Auto notification to Contact and Contact Owner when Contact reaches a certain age (based on Date of Birth field)
    • You can set up workflows based on date fields (ex: 1 day/week/month after the date in a field), but you cannot schedule these more than 24 months after the date value
    • However, there are many times when we may want a reminder at a date more than 2 years following the value in a date field (ex: Contact’s 21st birthday, 5 year anniversary of Customer onboarding, etc)
    • Using Zoho CRM’s COQL (CRM Object Query Language) in Deluge, we can selectively retrieve those customers on a daily basis that match date-related criteria, and triggers emails, tasks, or other notifications to team members

This Weeks Read

automate your business ad
  • Best practices for email list management by Vinaya M.
    • This is probably the longest read we have posted yet at 19 minutes, but if you are doing any sort of email marketing (which we all are) this is worth the time to read over with a cup of coffee or 2.

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs

Application / Plug-In of the Week

    • Key Features:
      • Send contacts you extract from LinkedIn to Zoho CRM in real-time
      • Automatically update contacts in Zoho CRM when they are updated in LinkedIn
      • Determine what information to send to Zoho CRM
      • Create leads in Zoho CRM that can be converted into contacts

Tips and Tricks

    • In this final Zoho Analytics video tutorial of the series, Tyler covers:
      • Dashboard Management
      • Pipeline Management
      • Timeline Filters
      • Account Types
      • Widgets

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

Consultant

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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