The CRM Zen Show Episode 184 – Shift Happens

Zoho News

Implementation of the Week

  • CRM Custom Related List for Package Item Visibility
    • In the CRM, the default Finance integration allows users to view Package records in the CRM
    • However, the Packages cannot be opened in the CRM to see the specific Products within
    • Using a custom XML related list, we can pull in Package Items to the CRM Contact record, and group them by Sales Order number
    • This list can display the Shipment status, tracking number, and serial number for every Package item

This Weeks Read

ringcentral and zoho

New On Zenatta

  • Zenatta Blogs
    • Our Top 10 Implementations of 2021
      • We went through all of our “Implementations of the Week” from last year and picked our top 10.  And shared with you a bit more insight on the importance of each one.

Application / Plug-In of the Week

  • Blisk.io
    • With so many different ways to view a website, often times we skip paying attention to how they look on mobile devices.
    • Blisk fixes that by allowing users to preview what a site would look like on multiple different devices with a side-by-side view.
    • Blisk offers a variety of different operating systems: from mobile iOS and Android to Windows and macOS on desktop.

Tips and Tricks

  • Should you be using the Leads Module in Zoho CRM?
    • In this week’s video tutorial we discuss the following:
      • Using Leads Overview
      • Recommended Lead Statuses
      • How Leads Work
      • Benefits of Zoho Forms For Lead Generation
      • What is Lead Conversion Mapping
      • Converting a Lead
      • Scenarios for using the Leads Module

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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