The CRM Zen Show Episode 170 – Uh-Oh-Auth

Zoho News

Implementation of the Week

  • Expected Future Stock Reporting via Analytics
    • First, a query table is created to calculate the current Accounting Stock on Hand for all items
    • Then, additional queries were used to join in Sales/Purchase Orders with future Order/Delivery Dates
    • This provides the data structure to forecast stock on hand for specific products on future date periods
    • This data can then be displayed either via pivot or chart views to review predicted future stock levels

This Weeks Read

crm health checks
  • The Ultimate Guide to Marketing Campaigns by Allie Decker
    • Another epic read this week coming from HubSpot.  This 20-minute read really does give amazing insight into everything you should consider when creating a marketing campaign.

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs
    • Intro Into Advanced Analytics For Zoho Books
      • We had a blast last week getting together with the Zoho CPA division and putting together this webinar.  
      • Phenomenal turnout to the event and for those of you that missed it we published a copy of it on our YouTube channel and did this full write-up on the event.

Application / Plug-In of the Week

  • Zoho Expense For Cliq
    • Accelerate all your expense reporting processes and receive timely notifications by using the Zoho Expense – Cliq integration.
    • Key Features:
      • Submit, approve or reject expense reports, directly from your Cliq channel.
      • View the list of expense reports in your account.
      • Receive notifications whenever an expense is approved or rejected.

Tips and Tricks

  • Zoho PageSense Engagement Tutorial
    • In this Zoho PageSense tutorial we cover:
      • The Engagement section of Zoho PageSense
      • Learn about Polls
      • Learn about Push Notifications
      • Learn about Pop-ups


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.