The CRM Zen Show Episode 180 – Wanna Work for Zoho? Get A ZhD

Zoho News

Implementation of the Week

  • CRM scheduled function for bulk-record round-robin by user role
    • For lower volume record creation, workflow functions can be used to round-robin ownership
    • For bulk record creations (ex: syncs from 3rd party systems), workflow functions will not suffice
    • Scheduled functions can run on large sets of records much more efficiently
    • Round-robin function queries against active CRM users in a specific role to determine who is eligible to receive owner

This Weeks Read

ringcentral and zoho

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Ecamm
    • We just started using this product and it is amazing.
    • Key features in the standard plan include:
      • Unlimited Streaming to all Platforms
      • Multi-Streaming via Restream.io & Switchboard
      • Custom Overlays & Branding
      • Screen Sharing with Picture-in-Picture
      • and much more!

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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