The CRM Zen Show Episode 174 – Don’t Be A Turkey

Zoho News

Implementation of the Week

  • Client Scripting for Live-Loading Deal Name Customization
    • Client scripts are a relatively new functionality within the CRM
    • They differ from Deluge functions in that they run on the client-side (browser) rather than the server-side
    • This allows them to trigger on the fly without a save/refresh to display the result
    • When creating a Deal record from a Contact/Account, client scripts can be used to create the naming structure for the Deal record as the record is being initially created, so that the user can see the result without a re-load

This Weeks Read

  • What Matters Most To Today’s B2B Buyers by Hassan Mansoor
    • “Contrary to some commonly held sales beliefs of the past, there’s a good deal of subjectivity and value-judgment mixed in with just about every prospect and their eventual decision to buy.
      Understanding this will help you get a leg up on your competitors when you’re connecting with new customers.”

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs

Application / Plug-In of the Week

  • IFTTT for Zoho Cliq
    • Key Features:
      • Connect Cliq with the readily available applets in IFTTT and pull notifications from others apps right inside Cliq
      • You can configure where you’d like to receive notification updates – be it individual chats, channels, or bots
      • Create new applets in IFTTT as per your needs and connect them with your Cliq account.

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

Developer

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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