The CRM Zen Show Episode 166 – We Didn’t Plan This

Zoho News

Notable Mobile Updates

Implementation of the Week

crm health checks
  • CRM – Mail Merge Proposal with dynamic Images and Links
    • Zoho CRM’s Mail Merge functionality allows for If/then statements to control content based on CRM data 
    • This if/then statements can be used to control images, and well as URL redirects in the resultant document
    • In this case, a variety of image/pre-filled links were added to a proposal that redirect to applicable Subscription plans
    • From the mail merge proposal, the prospect can click through to the specific Subscription plans available to them

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • My Followed Tickets for Zoho Desk
    • Key Features:
      • View a list of tickets that you have followed in your account
      • Unfollow tickets to stop receiving notifications of their activities
      • See key information like the contact name, status, and assignee without opening the ticket
      • Select multiple tickets at once to unfollow them all in one go

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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