The CRM Zen Show Episode 185 – Taxes ZoHold’em

Zoho News

Implementation of the Week

  •  Zoho Sheet as Dynamic Data Source for Analytics
    • Many clients like to use Analytics to report on progress to goals (ex: Sales vs. Quotas)
    • Generally, these targets are not explicitly stored within the CRM
    • Targets also often change, which can be tricky to manage in CRM records
    • Zoho Sheet can be used as a cloud-based spreadsheet tool for Quota/Target management
    • This Sheet data is then synced to Analytics and blended with CRM sales data to review progress to goals

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • AddEvent
    • Key Features Include:
      • Share Events
      • Collect RSVPS
      • Subscription & Embeddable Calendar
      • Slick Calendar Add Embed
      • Automated Events

Tips and Tricks

  • Setting Up An Approval Process Inside Zoho CRM
    • In this week’s video tutorial we cover the following for the Approval Process:
      • Use Cases
      • Layout Rules
      • Approval Process
      • Criteria
      • Who Should Approve
      • Action(s) upon Approval/Rejection
      • Final Walk-through of the Process Created

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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