The CRM Zen Show Episode 163 – Demystifying Zoho

Zoho News

Implementation of the Week

  • SalesIQ Zobot Integration to Slack/Cliq to link users to inbound chats
    • SalesIQ Zobots are a great way to proactively engage web visitors and increase Lead generation without filling out forms
    • However, many organizations do not want their sales team to have to have SalesIQ open throughout the day
    • In Zobot’s new codeless bot builder, we can post external webhooks when the chatting visitor reaches certain points in the conversation
    • This webhook contains the Chat ID, and most recent message
    • This data can be used to post chats in specific channels in Slack or Cliq to link sales users back to this chat 

This Weeks Read

zenatta youtube page featuring zoho one top viewed video

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Zoho Sign Email Extension

Tips and Tricks

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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