The CRM Zen Show Episode 176 – Sridhar and the Furious: Zohyo Drift

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Zoho News

Implementation of the Week

  • ZCRM // ZSubscriptions – Subscription Link Builder
    • We find that oftentimes, companies use the CRM Deals module to track sales of subscription products 
    • This works well for pipeline management, but by default there is no way to natively customize and prefill a specific subscription plan/add-on set offered to a customer
    • Using CRM custom fields (one for the plan, and one for defining quantity of each add-on), we can build a custom button to create a custom link and add it to the Deal
    • This link will assign the plan, add-on quantities, and Customer information from the CRM records
    • This helps with preventing duplicate Customer accounts, as well as aiding in a seamless sales flow for Subscription onboarding

This Weeks Read

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New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Paperflite for Zoho CRM
    • Key Features:
      • Create personalized experiences for your prospects with your existing sales and marketing content.
      • Track real-time audience engagement with your content – when is it accessed, downloaded, viewed, or re-shared, so you are always on top of your deals.
      • Drag and drop any form of content – PDFs, PPTs, DOCX, MP4, JPEGs, PNGs, and URLs – and make stunning creations while moving your prospects in the sales pipeline.
      • Get granular analytics on your clients, conversations, and campaigns, that tell you the true ROI of your content.

Tips and Tricks

Billy Bates

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

Senior 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.