The CRM Zen Show Episode 175 – Emotional Footprints in the Sand

Zoho News

Implementation of the Week

  •  ZCRM Data Updates via ZAnalytics Synced Data
    • Oftentimes, we get requests to regularly sync data from 3rd party systems to ZCRM
    • If that application has a ZAnalytics Connector (or is hosted on support AWS/Azure services), then data can be regularly synced to Analytics with minimal deployment time
    • ZAnalytics SQL functions are then used for format the data and run necessary joins to consolidate
    • Scheduled functions deployed via CRM to create Analytics JSON Jobs, then query those Jobs to upsert CRM modules

This Weeks Read

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  • Boost team productivity using Eisenhower Matrix by Prason
    • We use similar methods here internally at Zenatta.  Having a system to prioritize your tasks will not only increase productivity but reduce stress levels within your organization.

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs
  • Homebase Case Study
    • An amazing client to work with that we were able to help tackle a handful of unique situations for them with a series of implementations using custom functions.
  • 5 Questions To Ask Yourself About Your Website
    • Many of these tips are often overlooked and can have a negative impact on your business in more than one way.

Application / Plug-In of the Week

  • Calendly
    • Connect to all your calendars so you’re never double-booked.
    • Control your availability by setting your preferences.
    • Set the right meeting for the right goal: one-on-one, group meetings, and round-robin for rotating availability.
    • And now even turn on meeting Polls!

Tips and Tricks

  • Zoho Recruit Overview and Settings Tutorial
    • This segment is from our Zoho Recruit Full Product Tutorial and covers the following:
      • Why do you need an ATS
      • What is Zoho Recruit?
      • A general overview of Zoho Recruit
      • A complete rundown of the settings inside Zoho Recruit

Billy

Senior 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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