The CRM Zen Show Episode 182 – Calendeprecation

Zoho News

Roundups, Newsletters, and Marketplace Additions

Roundups, Newsletters, and Marketplace Additions

ringcentral and zoho

Implementation of the Week

  • Zoho Desk Ticket Auto-assignment by CRM Account Owner
    • Oftentimes, once a new client is onboarded (post CRM Deal), they are assigned a specific Customer Success/Support Representative
    • We’ve found that, for many Zoho users, the CRM is the most organic place to do this assignment
    • On creation of a Desk Ticket, a Deluge function is triggered to fetch the CRM version of the Account/Company associated with the Ticket
    • From here, we can identify the User in the Account Owner field (or, a different user look-up)
    • Using the CRM User Data, we can fetch the Desk version of that User, and assign them to the ticket

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Extension Manager
    • One Key fast enable/disable extension
    • Lightning Group: Quickly enable/disable extension groups according to the scene (except for locked or theme class extensions)
    • Smart Sort: intelligent sorting according to your frequency of use (default sort by name)
    • Group management: general group and fixed group, flexible management
    • Extension Naming: Give your extension an alias you like
    • and more!

Tips and Tricks

  • How To Import Anything Into Zoho CRM Tutorial – 2022
    • In this 11-minute video tutorial we cover the following:
      • How to import leads, contacts, or accounts into Zoho CRM
      • Basic pointers on spreadsheet management
      • How to apply additional tags to import files
      • Best practices around importing data

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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